FREE · NO OBLIGATION · PORTFOLIOS
Your Portfolio Could Be Silently Losing You Tens of Thousands
Most investors and portfolio holders have no idea what their investments is actually doing — or not doing. Get a free, review from a hedge fund manager who's beaten the professionals in open competition.
No cost. No pressure. Takes 3 minutes to complete.
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WHAT'S INCLUDED
What Your Free Portfolio Review Covers
This is analysis of your investments/portfolio's performance, costs, and missed opportunity — personalised to your situation for your information and education and totally free. Where we can pull down fund data, forms, historic performance we do that and analyse it too.
Performance Audit
We compare your current portfolio performance against benchmarks — and show you what it should realistically be delivering. Most people are shocked.
Hidden Fees Breakdown
Fund managers quietly charge 1–2% every year. We show you exactly what that's costing you over a 10–20 year horizon in real pounds.
Retirement Implications
We use our proprietary calculators and actuarial data to determine how much your current investments might deliver compared to alternatives.
Fund-by-Fund Review
Tailored & Bespoke
Personal Strategy Call
Tell us which funds or stocks you hold and we'll apply our proprietary analysis — CROCI, Piotroski, Sortino — to assess each one objectively.
Specific and detailed analysis of your holdings based on the level of detail you provide. Private bank level insight, without the private bank price tag. Not advice.
Once reviewed by you, We will walk through the findings with you on a one-to-one call if you wish - no jargon.
RESULTS & REVIEWS
"Wish I'd Met You Sooner" — What Members Say
953+
2x
5*
20%+
Free reviews completed
Portfolio doubled in 3 years (Keiron, GIP member)
(Past is not a guarantee of future)
Average Google Review
Model Portfolios
(Past not guarantee of future)
"When I was 50 I took that fork in the road. My small work portfolio was festering with a big portfolio provider. Alpesh taught me how to quadruple my average annual return. If your parents don't teach you how, and schools don't either — Alpesh does."
CHRIS P.
Retired Architect, Wales
"After discovering Alpesh on TikTok, I was inspired to join the programme. The structure, the clarity, the one-on-one access — I underestimated what I was getting."
FAHEEM
Business Owner, GIP Member
"Keiron has doubled his money over three years. His journey from impulsive trading to disciplined, strategic investor highlights the power of Alpesh's mentorship. The results speak for themselves."
KEIRON H.
Investor, 3 Years in GIP
Alpesh B Patel OBE
Hedge Fund Manager · Barrister · FT Author
Why Take Financial Guidance From Alpesh?
OBE for services to the financial industry
Hedge Fund & Asset Management CEO
OBE for services to the financial industry
Financial Times columnist & author
Bloomberg TV presenter
Visiting Fellow, Corpus Christi College, Oxford
BBC World, CNBC, Sky News, CNN
Most portfolio reviewers are IFAs with a product to sell or fund managers who charge you 1–2% a year to underperform the market. Alpesh has beaten them in open, public challenges.
As a hedge fund manager, Oxford Visiting Fellow, and Financial Times author, Alpesh brings institutional-grade analysis to everyday investors. Unlike fund managers or IFAs, most of what the Great Investments Programme offers is free — and there are no ongoing management fees.
You manage your own money, with your chosen broker. Alpesh provides the data, the methodology, and the hand-holding. Private bank level service. Everyday people's budget.
Over 953 people have already had their portfolio reviewed. The most common response when they see the findings:
"I wish I'd done this sooner."
Barrister (non-practising)
FREE · TAKES 3 MINUTES
Request Your Free Portfolio Review Now
Complete the short form below and our team will prepare your personalised analysis. Paresh will then book a call to walk through it with you — no obligations, no hard sell, no fees.
Strictly confidential
No spam, ever
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Completely free