Open actions
4 need your attention
2 expire this week
4
Open · 4
Acted · 11
Archived
Rebalance
Expires in 2 days
Bump Goa home SIP by ₹14,000/mo to close the shortfall
HDFC Balanced Advantage +₹8k & ICICI Corp Bond +₹6k. Closes the projected ₹32 L gap by Dec 2029.
Priya Sharma · 08 Apr
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Tax
Expires in 5 days
FY26 · ₹1.5 L 80C still open — two ELSS picks fit your Growth bucket
Parag Parikh ELSS Tax Saver + Mirae Asset ELSS — both Growth-oriented, recommended split ₹75k each.
Priya Sharma · 08 Apr
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Sell
No deadline
Harvest LTCG · Nippon India Large Cap ₹2.8 L
₹72,000 LTCG below the ₹1.25 L annual exemption — reset cost basis, same day repurchase.
MIA · 07 Apr
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Buy
Expires 30 Apr
Park ₹8 L of idle cash in Arbitrage — parking for Aanya UG fund
Kotak Equity Arbitrage · liquidity within T+1, post-tax better than savings for a 6-month horizon.
Priya Sharma · 05 Apr
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All recommendations are opinions, not guarantees. Investments are subject to market risks.
BYLD Wealth · SEBI RIA · INA000123456 · Written advice trail retained 7 years.