Core Tier · ₹18,250/year

Core — ₹18,250/year

The flagship professional tier. Deep blue confidence with AI-powered portfolio intelligence, tax optimization, and comprehensive financial OS.

★ Most Popular

Primary Screens

Good morning,
Arjun Mehta
CORE
★ Most Popular
AM
Total Portfolio Value
₹1,24,86,340
▲ +₹8,42,180  +7.2% YTD
XIRR
15.8%
vs NIFTY
+4.7%
Risk
Moderate
Alpha
+2.3%
📈
Invest
⚡
SIP
💰
Tax
🎯
Goals
💹
Equity
₹68.4L
▲ 12.1%
🏦
Debt
₹32.1L
▲ 7.4%
🥇
Gold
₹14.8L
▲ 18.3%
🏠
Alt Assets
₹9.6L
▲ 4.2%
MIA · Core Insight
Your equity allocation (55%) is well-balanced. Consider increasing gold by ₹2L to hedge against volatility before Q1 earnings season.
Review Rebalancing Plan →
SEBI Reg. INA000014252 · Core
1Home Dashboard
Portfolio Analytics
Core · Deep Analytics
Total Portfolio Value
₹1,24,86,340
▲ +7.2% YTDXIRR 15.8%
▬ Portfolio⎼ NIFTY 50
Benchmark Comparison (1Y)
Your Portfolio
15.8%
NIFTY 50
11.1%
Sensex
10.6%
Sector Allocation
Financials
28%
IT / Tech
22%
Healthcare
14%
Consumer
11%
0.82
Beta
1.34
Sharpe
-8.2%
Max DD
SEBI Reg. INA000014252 · Core
2Portfolio Analytics
MIA · Professional
Deep Analysis Mode
CORE AI
M
Good morning, Arjun! Your portfolio gained ₹8.4L this month. I’ve identified 3 optimization opportunities. 📈
Show me tax optimization and rebalancing suggestions
M
Based on your portfolio analysis, here are my recommendations:
⚡ Tax Optimization
LTCG harvestingSave ₹42,800
ELSS allocationSave ₹46,800
NPS Tier-I 80CCDSave ₹15,600
⚙ Rebalancing Plan
Trim Large Cap-₹3.2L
Add Mid Cap+₹1.8L
Add Gold ETF+₹1.4L
M
Execute Rebalance
Tax Report
Risk Stress Test
Ask MIA anything about your wealth…
Not investment advice · SEBI INA000014252
3MIA · Professional AI

Secondary Screens

Tax Dashboard
Core · FY 2025-26
Estimated Tax Liability
₹2,84,600
▲ Tax saved: ₹1,05,20019 days to deadline
₹1.2L
LTCG
₹68K
STCG
₹96K
Dividend
Tax Harvesting Opportunities
🌱
HDFC Mid-Cap Opp.
Unrealised loss · Book & rebuy
-₹42,800
Save ₹6,420
🌱
Parag Parikh Flexi
Unrealised loss · Offset gains
-₹28,400
Save ₹4,260
💰
SBI Small Cap
LTCG ₹1L exempt · Harvest above
+₹1.8L
Taxable ₹80K
📑 Section 80C Status
₹1,09,500 / ₹1,50,00073%
SEBI Reg. INA000014252 · Core
4Tax Dashboard
Goal Planner
Core · 4 Goals Active
71%
Avg Progress
₹62K
Monthly SIP
3/4
On Track
🎯
Retirement Corpus
Target: 2042 · 16 yrs left
58%
Saved
₹52L
Target
₹5Cr
SIP/mo
₹35K
● SIP Active
On Track ✓
🎓
Child Education (IB)
Target: 2032 · 6 yrs left
72%
Saved
₹21.6L
Target
₹30L
SIP/mo
₹15K
● SIP Active
On Track ✓
🏠
Home Down Payment
Target: 2027 · 1 yr left
94%
Almost there! ₹1.2L more needed ✓
✈️
Europe Family Trip
Target: Dec 2026 · 9 mo left
41%
⚠ Behind Schedule
Increase SIP by ₹8K
SEBI Reg. INA000014252 · Core
5Goal Planner
Invest
Core · AI Recommendations
MIA · Personalized for You
Based on your risk profile & goals, here are top-rated funds.
📈
Axis Bluechip Fund
Large Cap · Equity · Direct Growth
18.4%
3Y CAGR
0.44%
Expense
Mod.
Risk
AI Score
92
💰
Mirae Emerging Blue
Large & Mid Cap · Direct Growth
22.1%
3Y CAGR
0.62%
Expense
High
Risk
AI Score
88
🥇
HDFC Gold ETF
Gold · Commodity · Direct
14.8%
1Y Return
0.15%
Expense
Low
Risk
AI Score
85
SEBI Reg. INA000014252 · Core
6Investment Flow
BYLD Wealth Design System · Core Tier
Confident · Professional · Comprehensive · ₹18,250/year + GST
Primary #034F93 Light #1A7FD4 Lighter #4A9FE5 Dark #023366 Gradient 135deg Glass rgba(3,79,147,0.08) Border rgba(3,79,147,0.35) Glow rgba(3,79,147,0.3) Screen BG #060B14 Phone 402x874px r44