AI-Powered
Portfolio Analysis
Starting at
₹3,650/year
SEBI
Registered
9:41
Good morning,
Arjun Mehta
Total Portfolio Value
₹1,24,86,340
▲ +₹8,42,180 +7.2% YTD
XIRR
15.8%
vs NIFTY
+4.7%
Alpha
+2.3%
💹
Equity
₹68.4L
▲ 12.1%
🏦
Debt
₹32.1L
▲ 7.4%
🥇
Gold
₹14.8L
▲ 18.3%
🏠
Alt Assets
₹9.6L
▲ 4.2%
MIA · Core Insight
Your equity allocation (55%) is well-balanced. Consider increasing gold by ₹2L to hedge against volatility.
BYLD
Wealth, Intelligently Built