MIA · Professional
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M
Good morning, Arjun! Your portfolio gained ₹8.4L this month. I’ve identified 3 optimization opportunities. 📈
Show me tax optimization and rebalancing suggestions
M
Based on your portfolio analysis, here are my recommendations:
⚡ Tax Optimization
LTCG harvestingSave ₹42,800
ELSS allocationSave ₹46,800
NPS Tier-I 80CCDSave ₹15,600
⚙ Rebalancing Plan
Trim Large Cap-₹3.2L
Add Mid Cap+₹1.8L
Add Gold ETF+₹1.4L
Source: Income Tax Dept ยท 13 Mar 2026
M
Execute Rebalance
Tax Report
Risk Stress Test
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