RIA Advisory call
Quarterly review with Priya Sharma
Thu, 11 Apr 2026 · 11:00 AM – 11:30 AM IST
PS
Priya Sharma, CFA
Lead Advisor · 11 years with HNI families
SEBI RIA · INA000123456
What Priya has prepared
1
Q1 portfolio review. YTD XIRR 11.2% vs Nifty 9.8%. Highlight drivers and drags.
2
Goa second-home goal. MIA flagged a projected ₹32 L shortfall — Priya wants to talk through the fix.
3
FY26 tax planning. ₹1.5 L 80C still open. Priya has two ELSS suggestions that fit your Growth bucket.
4
Ditto health renewal on 18 Apr — quick check that your coverage is still right for Aanya's age bracket.
MIA · prep notes
I've prepared your briefing document.
A 1-page PDF with holdings snapshot, Q1 attribution, the Goa shortfall narrative, and two tax moves is in your inbox. Priya has the same file on her side.