Net Worth
₹42.85L
+12.5%
Monthly SIP
₹25,000
+5.2%
Portfolio Return
15.2%
CAGR
Total Debt
₹26.95L
-2.1%
Assets Breakdown
Mutual Funds
₹19.3L
45%
Stocks
₹10.7L
25%
FDs
₹6.4L
15%
Real Estate
₹4.3L
10%
Others
₹2.1L
5%
Recent Transactions
SIP
Mirae Asset Large Cap
+₹5,000
2024-01-15
Dividend
HDFC Index Fund
+₹1,250
2024-01-14
SIP
Axis Bluechip Fund
+₹3,000
2024-01-10
Redemption
SBI Small Cap
₹15,000
2024-01-08
Emergency Fund Status
₹3,50,000
Available Liquidity
87.5%
Complete
Target: 6 months expenses₹4,00,000
₹50,000 more needed
AI Recommendation
Add ₹50,000 more to reach your ideal emergency fund target. Consider liquid funds for better returns.
AI Portfolio Insights