9:41
5G●●●
11-leaf taxonomy · live
Investments
Trial
Total assets
₹2,71,52,310
All Listed Unlisted Deposits
Listed · ₹1,72.3L
MF
Mutual Funds
12 schemes · 4 fund houses
₹84.2L
EQ
Equity
8 positions · BSE/NSE
₹62.1L
PA
PMS / AIF
1 PMS · Motilal Oswal
₹18.5L
BD
Bonds
2 tax-free · NSDL
₹7.5L
Unlisted · ₹76.0L
RE
Real Estate
1 property · Bandra flat
₹50.0L
AU
Commodities
SGB 2019 · physical gold
₹12.0L
ES
ESOP / RSU
Vested · 2 tranches
₹14.0L
Deposits · ₹23.2L
PF
PF / EPF
EPFO statement · manual
₹11.4L
NP
NPS
Tier 1 · 3 years
₹4.3L
FD
FD / RD / Savings
HDFC + ICICI · 3 FDs
₹7.5L

Your equity + mutual-fund exposure is 53.9% of assets. Your IPS target for growth assets is 50% (±5% tolerance). You're 4 points above — not urgent, but worth a review when you have a minute.

Show IPS deviation Suggest rebalance Why growth assets?