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Rohan Kapoor, CFA
♛ Legacy Dedicated Advisor
Online · Replies instantly
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Today, 9:38 AM
Good morning Arjun! I've completed your Q1 FY26 portfolio review. Your IRR is tracking at 24.1% — outperforming benchmark by 11.7%. 9:38 AM
Q1 FY26 Performance
Equity Alpha · Debt Stability · Alt Returns
IRR 24.1% vs 12.4%
Impressive. What about the estate planning docs you mentioned? 9:39 AM
Your Will via Willjini has been registered. I'm flagging 1 FD nomination still pending for R.K. Mehta. Shall I send the nomination form? 9:39 AM
Yes please. Also — can we discuss the HUF splitting strategy? 9:40 AM
Absolutely. MIA flagged ₹2.8L savings through HUF splitting. I'll prepare the detailed plan for our call tomorrow. 9:41 AM
HUF Income Splitting
Shift ₹5L to separate HUF slab
Save ₹2,80,000
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