HDFC Securities has developed Equity and Mutual Fund Optimizer to help investors identify underperforming companies and funds. Replaceable items are suggested. Both Equity and Mutual Fund Optimizer use Artificial Intelligence and Big Data to analyze client portfolios and provide course corrections based on their investment style and risk profile.

"Anyone can use these two platforms, regardless of portfolio size. Both EQ and MF Optimizers are platforms where investors can scan their current portfolios and get advice for improving their asset allocation. As the first brokerage house in India to introduce the Mutual Fund Optimizer, "a corporate release added.