Your Investment Profile

A complete overview of your IPS.

Balanced
Last computed: 18 Mar 2026
Balanced
Your Goals
💰 Wealth Creation Priority 1
🏖️ Retirement Planning Priority 2
🆘 Emergency Fund Priority 3
Balanced Model Allocation
Current ▲ Mismatch
40%
15%
35%
10%
Recommended (Balanced 46-60)
50%
25%
20%
5%
Equity
Hybrid
Debt
Alternatives
No single fund >10% of portfolio • Max 3 funds per AMC
M
Based on your BYLD Score of 58 and Balanced profile, I recommend BYLD Wealth (RIA Advisory) for personalized portfolio management with the Equity/Hybrid/Debt/Alt model.
Advisory fee: 1.0% p.a. • Fiduciary duty • SEBI RIA
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