Portfolio Dashboard
Balance Summary as on 31/03/2027
Total Net Worth
₹4.2 Cr
+2.4% this month
Total Assets
₹4.8 Cr
+₹9.8L
Total Liabilities
₹60.0 L
Home Loan Outstanding
Today's P&L
+₹45,200
Markets closed positive
Asset Allocation
Mutual Funds
₹1.8 Cr
37.5%
Stocks
₹85.0 L
17.7%
Gold
₹65.0 L
13.5%
Jewellery
₹52.0 L
10.8%
Properties
₹45.0 L
9.4%
FDs & Bonds
₹33.0 L
6.9%
Balance Sheet
LiabilitiesBal. as on 31/03/27
| SBI Home Loan | ₹48,00,000 |
| Car Loan | ₹12,00,000 |
AssetsBal. as on 31/03/27
| Mutual Funds | ₹1,80,00,000 |
| Stocks | ₹85,00,000 |
| Gold & Jewellery | ₹1,17,00,000 |
| Properties | ₹45,00,000 |
| FDs & Others | ₹53,00,000 |
Recent Transactions
| Asset | Type | Amount | Date | Status |
|---|---|---|---|---|
MF HDFC Mid-Cap OpportunitiesSIP Investment | Mutual Fund | +₹25,000 | 06 Oct 2026 | Completed |
EQ Reliance IndustriesBought 50 shares @ ₹2,800 | Stocks | +₹1,40,000 | 04 Oct 2026 | Completed |
GLD Gold Coins (24K)Added 50g | Gold | +₹3,85,000 | 01 Oct 2026 | Completed |
FD SBI Fixed Deposit1 Year @ 7.1% p.a. | FD | +₹5,00,000 | 25 Sep 2026 | Active |
LN SBI Home LoanEMI Payment | Loan | -₹42,500 | 28 Sep 2026 | Processed |
JWL Diamond Necklace SetTanishq - 18K Gold | Jewellery | +₹2,15,000 | 15 Sep 2026 | Recorded |