Yuvan · Portfolio Dashboard

Total Portfolio Value

₹6.80 Cr

As of 16 Sep 2025 · 14 asset classes

Mutual Funds

₹2.64 Cr

Liquid Assets

₹68.6 L

Illiquid / Lock-in

₹3.32 Cr

📊

Mutual Funds

₹2.64 Cr

2 folios

→

🏛️

Fixed Deposits

₹68.6 L

4 deposits

→

📈

SGB Holdings

₹80.7 L

500 grams · 7 tranches

→

🏦

PMS + AIF

₹1.08 Cr

Alternative investments

🏢

REIT

₹30.9 L

Real estate exposure

💰

Physical + Crypto

₹25 L

Gold coins, Ag, Bitcoin

Asset Allocation

Portfolio Composition

Liquidity Profile

Asset Category Breakdown

All Holdings

Account	Type	Sub-Type	Value	Units	Remarks	Weight

Mutual Fund Portfolio

₹2.48 Cr

As of 17 Mar 2026 · 40 schemes

Cost Basis

₹2.39 Cr

Unrealised Gain

+₹8.92 L

Returns

+3.7%

Total Schemes

40

Across 10 fund houses

Largest Holding

₹41.7 L

ICICI Pru Dynamic AA

CAMS Schemes

—

CAMS registrar

KFintech Schemes

—

KFintech registrar

By Fund House

By Category

Category Allocation

All Schemes

#	Scheme	Owner	Category	Registrar	Cost (₹)	Value (₹)	Gain	% of MF

Total FD Value

—

Largest FD

—

No. of FDs

—

Across all banks

Fixed Deposit Details

Bank	Holder	Value	% of FD	% of Portfolio

FD Bank Distribution

FD Holder Split

Total SGB Value

₹80.66 L

7 tranches · ICICI Demat

Total Units

500 grams

Sovereign Gold Bonds

Cost Basis

₹22.82 L

Unrealised gain: ₹57.84 L

SGB Tranche Details

Units Maturity Cost Current Value Gain

Maturity Calendar

Wealth Journey

₹6.80 Cr

Target: ₹10 Cr · Progress: 68%

At 12% CAGR

~2.8 yrs

At 15% CAGR

~2.2 yrs

Retirement SWR

₹3.2L/mo

Growth Milestones

Portfolio Growth Trajectory

Historical Snapshots

Date	Value	Growth

Portfolio Returns

—

Total unrealised gain · — absolute return

Cost Basis

—

Gain (₹)

—

XIRR (est.)

—

Returns by Asset Class

Gain Waterfall

Holding-level Returns

Holding	Owner	Cost	Current	Gain (₹)	Gain %	Held

👨

Yuvan

—

👩

Ramyaa

—

👧

Sana

—

SSY Account · born Apr 2017

👧

Tara

—

SSY + Insurance · born Jan 2020

Family Wealth Split

Holdings by Member

All Holdings by Owner

Owner	Account	Type	Remarks	Value	% of Family

Tax Awareness

—

Total unrealised gain · estimated tax if all realised today

Tax-Free (SGB)

—

Est. LTCG Tax

—

Est. STCG Tax

—

Tax-Free Gains

—

SGB at maturity · Insurance

LTCG Eligible

—

12.5% above ₹1.25L threshold

STCG / Slab Rate

—

Held less than threshold period

Tax Analysis per Holding

⚠ Estimates only · Consult a CA for actual tax liability

Holding	Owner	Bought	Held	Cost	Gain	Tax Treatment	Est. Tax

Tax Rules Reference (FY 2024-25)

Portfolio Rebalancer

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Set your target allocation below · see what to buy / sell

Overweight

—

Underweight

—

On Target

—

Target Allocation

Total: 0%

Asset Allocation

Portfolio Composition

Liquidity Profile

Asset Category Breakdown

All Holdings

By Fund House

By Category

Category Allocation

All Schemes

Fixed Deposit Details

FD Bank Distribution

FD Holder Split

SGB Tranche Details

Maturity Calendar

Growth Milestones

Portfolio Growth Trajectory

Historical Snapshots

Returns by Asset Class

Gain Waterfall

Holding-level Returns

Family Wealth Split

Holdings by Member

All Holdings by Owner

Tax Analysis per Holding

Tax Rules Reference (FY 2024-25)

Target Allocation

Rebalancing Actions