Good morning, Rajiv.

₹2,11,47,000

+₹39,47,000 (+22.97%)

4 custodians · 11 holdings · Updated 6:00 AM


This week: SBI Bluechip +3.2% (outperforming Nifty 100 by 1.4%).

Tax alert — ₹11,200 saving available on Axis fund before April 15.

Ananya’s education fund: 5 months ahead of schedule.

Based on 4 market signals, 2 transactions, 1 goal review

SBI Bluechip Fund₹58.07L+3.2%
SBI Magnum Gilt₹27.12L+0.3%
Axis Long Term Equity₹25.87L+1.1%
HDFC Balanced Advantage₹19.46L+0.8%
PPF₹18.45L
ICICI Nifty Next 50₹10.93L+2.1%
Direct Equity (4 stocks)₹10.03L+1.4%
Sovereign Gold Bond₹1.74L+1.8%
View full portfolio →
Retirement₹1.90 Cr of ₹8.00 Cr
23.8%On track
Ananya’s Education₹12.15L of ₹48.00L
25.3%Ahead ↑
Emergency Fund₹25.00L of ₹25.00L
100%Done ✓

Priya Mehta · 2h ago

“I’ve flagged a tax harvesting opportunity in your Axis fund. Shall we discuss?”

Reply →
0 signals captured this session