RIA Mode — Dashboard & Portfolio — BYLD Wealth Design System

9:41

Good evening, Arjun

Total Net Worth

₹2.47 Cr

↑ ₹4.2L (+1.7%) this month

YTD: +₹18.5L (+8.1%)

Equity 60%

Debt 25%

Cash 10%

Others 5%

📈

Investments

₹1.82 Cr

💰

Savings

₹28.5L

💳

Liabilities

₹38.5L

🏠

Others

₹42.0L

Goals Progress

🏖️ Retirement 34% funded

🎓 Education 58% funded

Adviser Insights

Rebalance Alert

Your equity allocation is 5% above target

Review →

Tax Saving

₹1.5L ELSS investment remaining for FY26

Invest →

Screen 1 — RIA Home Dashboard

9:41

Portfolio

Total Portfolio

₹1.82 Cr

All

1Y Return: +14.2% vs Benchmark +12.8%

Equity ₹1.09 Cr

HDFC Flexi Cap

₹32.4L

+18.2%

Parag Parikh Flexi

₹28.1L

+22.4%

Axis Small Cap

₹18.7L

+31.2%

Nifty 50 Index

₹30.2L

+12.1%

Debt ₹45.5L

HDFC Short Term

₹25.0L

+7.8%

SBI Overnight

₹20.5L

+6.2%

Your Portfolio 14.2% CAGR

Benchmark 12.8% CAGR

+1.4% Alpha

Screen 2 — Portfolio Overview

9:41

Understanding Your Benchmark

How we build your personalised benchmark

IPS Allocation

65%

25%

10%

Equity 65%

Debt 25%

Alt 10%

Based on your BYLD Score: 73

Goal Timelines Influence

🏖️

Retirement

25 years away

🎓

Education

12 years away

🏠

Home Upgrade

5 years away

Risk Adjustments

Risk Profile: Growth-Oriented

Your risk capacity and willingness allow a higher equity tilt. The benchmark is adjusted to reflect a growth-oriented allocation with moderate volatility tolerance.

Rebalancing

Quarterly rebalancing assumed

Benchmark is for comparison only, not a target return. Past performance does not guarantee future results. Your personalised benchmark is constructed using index proxies weighted per your IPS allocation.

Screen 3 — Benchmark Explanation