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MIA — Legacy AI
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Today, 9:15 AM
M
Good morning, Arjun. I've completed your weekly wealth analysis. Here's your proactive insight:
♛ Legacy Insight
Portfolio Rebalancing Alert
₹18.4L rebalance
Equity overweight by 4.2% vs target — I recommend shifting to debt for stability
9:15 AM
What about our tax position before March 31? 9:16 AM
M
Excellent question. I've identified ₹9.8L in tax-loss harvesting across your family's combined portfolios. Here's the breakdown:
Tax Strategy
FY26 Tax Harvest Plan
Save ₹9,80,000
LTCG harvesting ₹4.2L · HUF split ₹2.8L · 80C/D max ₹2.8L
9:17 AM
Execute the LTCG harvest plan. And update the estate docs. 9:18 AM
M
Done. I've initiated the harvest across 3 funds and notified your RM Rohan Kapoor for sign-off. Estate document review is scheduled for April 15 with Willjini. 9:18 AM
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AI MIA is an AI-powered analytical tool under SEBI RIA (INA000014252) supervision. Not a substitute for professional financial advice.
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