Dashboard
● Market Open
Auto-SIP executed and added to ledger.
Total Invested Capital
₹0
Dynamically Updated
Current Portfolio Value
₹0
+8.5% overall gains
Active Holdings
2 Funds
SBI & HDFC Mid-Cap
Next Scheduled Auto-SIP
--
Scheduled: ₹30,000
Real-Time Investment Timeline
Asset Allocation Split
Dynamic Monthly SIP Ledger
Click on any row to open the deep-dive breakdown report for that month.
| Transaction Date | Total Invested | SBI Midcap (50%) | HDFC Mid-Cap (50%) | Type / Status | Action |
|---|
One Click Instant SIP Top-Up
Instantly execute an ad-hoc investment into your mutual fund portfolio.
Portfolio Growth Projection (10 Years)
Estimated returns based on projected 13.5% CAGR in Mid-Cap Equity Funds.
MR
Muruganandhan Ravichandran
Premium Wealth Account
KYC Verified
Registered Email
angynand@gmail.com
Client Code
HDFC-8894021
Primary Bank
HDFC Bank Ltd (A/C ****4092)
Active Allocations
SBI Midcap Fund, HDFC Mid-Cap Opportunities