Total Net Worth
₹2.47 Cr
↑ ₹4.2L (+1.7%) this month
YTD: +₹18.5L (+8.1%)
Investments
₹1.82 Cr
Savings
₹28.5L
Liabilities
₹38.5L
Others
₹42.0L
Goals Progress
🏖️ Retirement
34% funded
🎓 Education
58% funded
Adviser Insights
Rebalance Alert
Your equity allocation is 5% above target
Review →
Tax Saving
₹1.5L ELSS investment remaining for FY26
Invest →