Demo View: All data shown below is illustrative mock data. For your live portfolio, please log in to the client portal ↗
Welcome back,
Rajesh K.
Relationship Manager: Priya Sharma, CFP | Updated: 24 Jun 2026
Total AUM
₹2.85 Cr
↑ ₹2.4L vs last month
1-Year Returns
14.3%
vs Benchmark 12.1%
XIRR (All-time)
16.8%
Since inception
Portfolio Health
Excellent
Last rebalanced: 3 Jun
Active SIPs
3
₹65,000 / month
AUM Growth — 2026
- AUM
- Invested
Values in ₹ Lakhs. Mock data — illustrative only.
Asset Allocation
Equity MF42%
Debt MF18%
Bonds14%
AIF / PMS12%
MLD8%
Liquid Funds4%
Gold / EGR2%
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