Today
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SIP processed · Parag Parikh Flexi Cap
₹25,000 invested · 19.42 units allotted at NAV ₹1,287.40
09:14 AM
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MIA spotted a rebalance opportunity
Your equity sleeve drifted to 71% — open chat for the suggested fix
07:38 AM
₹
Razorpay invoice · BYLD Edge renewal
₹21,535 (incl. 18% GST) · Charged to Visa ••4821
06:00 AM
Yesterday
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Quarterly call confirmed with Priya
Thursday 11 Apr · 11:00 AM IST · Google Meet link sent to your inbox
04:20 PM
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Redemption credited · HDFC Liquid Fund
₹1,20,000 in your HDFC Bank ••4915 · Reference HDFC9482K1
11:46 AM
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MIA prepared your weekly digest
3 portfolio movements · 1 tax planning insight · 2 news items
08:00 AM
This week
₹
Ditto insurance premium reminder
Health policy renewal of ₹42,180 due 18 Apr
Mon
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RIA call summary ready
Last call with Priya · 02 Apr · 4 action items in your inbox
Sun