Total Net Worth
₹67.86 L
+₹1.12 L (+2.4%) this month
Total Assets
₹1.00 Cr
Across 8 asset classes
Total Liabilities
₹32.50 L
Home Loan: ₹28.00 L
Car Loan: ₹4.50 L
Asset Allocation
STOCKS
Total: ₹2.86 L
Reliance Industries
25 shares @ ₹2,180
₹63,500
+₹9,000 (+16.5%)
Tata Consultancy Services
15 shares @ ₹3,200
₹55,200
+₹7,200 (+15.0%)
HDFC Bank
40 shares @ ₹1,520
₹67,400
+₹6,600 (+10.9%)
Infosys
30 shares @ ₹1,380
₹45,600
+₹4,200 (+10.1%)
Asian Paints
20 shares @ ₹2,850
₹54,400
₹2,600 (-4.6%)
Net Worth Trend (12 months)
Financial Goals
Retirement Corpus
42%
₹1.26 Cr of ₹3.00 Cr | by 2050
Child Education
35%
₹8.75 L of ₹25.00 L | by 2034
Emergency Fund
72%
₹3.60 L of ₹5.00 L | by 2025
AI Insights
Portfolio Rebalance Needed
Your equity allocation is 62% vs recommended 55% for your risk profile. Consider shifting ₹2L from equity to debt funds for better balance.
Tax Saving Opportunity
You've used ₹1.2L of ₹1.5L Section 80C limit. Invest ₹30,000 in ELSS before March 31 to save ₹9,360 in tax.
Increase SIP by ₹3,000
Your monthly surplus allows ₹3,000 more. Adding to SBI Small Cap Fund would help reach your retirement goal 2 years faster.
Liabilities
Home Loan
EMI: ₹24,500/mo @ 8.5%
₹28.00 L
Car Loan
EMI: ₹12,800/mo @ 9.2%
₹4.50 L
Total Debt
₹32.50 L