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A
Arjun Mehta
arjun.mehta@gmail.com
KYC Verified
BYLD Score: 73
RIA Advisory
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Name, DOB, PAN, Aadhaar
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2 accounts linked
Nominee Details
1 nominee added
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Demat Account
CDSL - DP ID: 12345678
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SBI UPI - Active
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Profile & Settings
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Notifications
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Transactions
Advice
Goals
System
SIP Invested Successfully
Your monthly SIP of Rs 10,000 in Axis Bluechip Fund has been processed.
2 min ago
New Advice Available
Your advisor recommends rebalancing your equity allocation. Review now.
15 min ago
Goal Milestone Reached
Congratulations! Your "First Home" goal is now 60% funded.
1 hour ago
Dividend Credited
Rs 2,450 dividend from HDFC Equity Fund credited to your bank.
Yesterday, 4:30 PM
Insurance Premium Due
Your term insurance premium of Rs 12,500 is due on 15th March.
Yesterday, 10:00 AM
Market Update
Nifty 50 crossed 23,000 for the first time. Your portfolio gained 2.1% today.
2 days ago
KYC Update Complete
Your address proof has been successfully verified and updated.
3 days ago
Notifications Center
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Calculators
Plan your financial future
SIP Calculator
Monthly investment returns
Lumpsum
One-time investment growth
Goal Planner
Target-based savings plan
Retirement
Post-retirement corpus
EMI Calculator
Loan EMI breakdown
Prepayment
Loan prepayment savings
Recent Calculations
SIP - Rs 10K/mo for 15Y
Rs 50.2L
Goal - First Home by 2030
Rs 25K/mo
Retirement - Age 55
Rs 3.2Cr
Saved Scenarios
5 scenarios saved for comparison
Calculators Hub
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Help & Support
How can we help you today?
Frequently Asked Questions
How do I start a SIP?
Navigate to the Invest tab, select a mutual fund, choose "Start SIP", enter your monthly amount and date. Your SIP will be auto-debited from your linked bank account.
How to link my bank account?
Go to Profile > Bank Accounts > Add New. Enter your account details and verify via penny drop verification.
What is BYLD Score?
BYLD Score is a proprietary financial wellness metric that evaluates your investment discipline, diversification, and goal progress on a scale of 0-100.
How are advisory fees charged?
RIA advisory fees are charged as a flat fee or percentage of AUM, disclosed upfront. No hidden commissions.
How to redeem my investments?
Go to your portfolio, select the fund, tap "Redeem", enter the amount or units, and confirm. Proceeds are typically credited within 1-3 business days.
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Help & Support
Smart Alerts
RBI raises repo rate by 25bps
2 hours ago
Impact: Your Portfolio
3 debt MFs may see NAV decline. MIA recommends reviewing allocation.
View Analysis →
IT sector Q3 results mixed
5 hours ago
Impact: Watchlist
TCS, Infosys in your watchlist may be affected.
View Impact →
Gold prices hit all-time high
1 day ago
Impact: Positive
Your gold allocation up ₹45,000 this month.
View Details →
Manage Alert Preferences
News Impact Alerts