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

—

→

🏛️

Fixed Deposits

—

→

🥇

SGB

—

→

🏦

PMS

—

Portfolio Mgmt Service

🔒

AIF

—

Alternative Inv. Fund

🏢

REIT

—

Embassy · Nexus

📈

Stocks

—

ICICI Demat · Zerodha

🔓

Unlisted Shares

—

NSE · OYO · others

🪙

Physical Gold/Silver

—

Gold coins · Silver coins

₿

Crypto

—

Bitcoin

Asset Allocation

Portfolio Composition

Liquidity Profile

Asset Category Breakdown

🔍

Account ⇅	Type	Sub-Type ⇅	Value ⇅	Units	Remarks	Owner	Weight ⇅

Mutual Fund Portfolio

₹2.48 Cr

As of 17 Mar 2026 · 47 schemes

Cost Basis

₹2.39 Cr

Unrealised Gain

+₹8.92 L

Returns

+3.7%

Yuvan's MF

—

45 schemes · CAMS + KFin

Ramyaa's MF

—

2 schemes · CAMS + KFin

Largest Holding

₹41.7 L

ICICI Pru Dynamic AA

Total Schemes

47

Across 11 fund houses

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

XIRR by Asset Class

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

—

Drag sliders to set targets · current allocation shown in blue · target in gold

Overweight

—

Underweight

—

On Target

—

To Rebalance

—

Target Allocation

Current Target

Total: 0%

Rebalancing Actions

Click ⚖ Calculate to see actions

SIP Allocation Calculator

Monthly SIP amount

₹

Split based on target allocation (BUY-only assets):

Full Allocation Comparison

Asset Class	Current (₹)	Current %	Target %	Target (₹)	Difference	Status