IPS v6 · GrowthActive
09 Apr 2026
Triggered by: annual review · Reaffirmed Growth bucket. Equity sleeve raised to 65% (was 60%) on improving income stability.
Every change to your IPS is versioned and retained for 7 years per SEBI Reg 19. Tap any row to view that version exactly as it was, including signed PDF.
IPS v5 · Growth
12 Aug 2025
Triggered by: life event · New child added to dependents — added a 14-year education goal of ₹1.2 Cr.
IPS v4 · Growth
30 Mar 2025
Triggered by: annual review · No change to bucket. Rebalance band tightened from ±7% to ±5%.
IPS v3 · Growth
18 Nov 2024
Triggered by: risk re-assessment · Moved up from Balanced after equity exposure tolerance test passed.
IPS v2 · Balanced
04 Apr 2024
Triggered by: annual review · No bucket change. Added gold sleeve at 8%.
IPS v1 · Balanced
17 Apr 2023
Triggered by: onboarding · First IPS issued on signup. 8 questions, all 5 dimensions.