CLIENT · IN-104281
Customer Portfolio
Read-only context for Aarav Kapoor — Premium · KYC Pending · Portfolio ₹48.62L. Financial records are not editable here.
Adviser view is contextual only — holdings, transactions and KYC documents are read-only.
Client ID
IN-104281
Since 18 Jan 2026
Subscription
Premium
Renews 12 Sep 2026
Risk
Watch
Bank concentration
Customer profile
Assigned to you
Email
aarav.kapoor@email.comAdviser status
Active engagement
Portfolio snapshot
Overall P&L
+₹6.14L · +14.5%
Asset allocation
Equity 54% · MF 28% · Gold 10% · Silver 5% · Copper 3%
AI insights
Weekly
Equity sleeve led MTD gains; financials overweight vs your model book. Suggest a soft trim if HDFCBANK crosses 12% of equity.
- Concentration: banks ~28% of equity
- MF SIPs on track
- Gold buffer intact
Risk / anomaly alerts
1 open
| Alert | Severity | Detected | |
|---|
| HDFCBANK concentration > 12% of equity sleeve | Medium | 08 Apr 2026 | |
| Style drift vs moderate risk profile (resolved) | Low | 22 Mar 2026 | — |
Holdings
| Asset | Qty | Value | P&L |
|---|
| HDFCBANK | 420 | ₹6.38L | +12.4% |
| PERSISTENT | 40 | ₹2.17L | +8.1% |
| RELIANCE | 180 | ₹2.35L | +6.2% |
| Parag Parikh Flexi | SIP | ₹4.80L | +11.0% |
| Gold ETF | — | ₹4.86L | +9.3% |
Recent transactions
| Date | Asset | Type | Amount |
|---|
| 08 Apr | HDFCBANK | Buy | ₹1,48,200 |
| 04 Apr | Parag Parikh Flexi | SIP | ₹25,000 |
| 01 Apr | Gold ETF | Buy | ₹40,000 |
| 28 Mar | INFY | Sell | ₹72,400 |
Recommendation history
| Idea | Action | Status | Date |
|---|
| Persistent | Buy | Open | 02 Apr |
| HDFC Bank | Buy | Published | 28 Mar |
| Titan | Hold | Active | 18 Mar |
| When | Preview |
|---|
| 2h | Consider reducing exposure to HDFCBANK… |
| 3d | Shared Persistent note for medium-term sleeve… |
| 1w | Portfolio remains aligned with the current model… |