INSIGHTS

AI Insights

Human-reviewed AI notes tailored to Aarav Kapoor's moderate Premium book (₹48.62L).

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AI insight states

New insight Reviewed Escalated Resolved

Insights this week

3 actionable

Risk score

Moderate band

Drift vs model

+4 pp equity

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Weekly portfolio narrative

09 Apr pack

Reviewed

Financials and IT carried MTD alpha. Mid-cap MF lag is modest; SIPs should continue. Gold sleeve offset last week's risk-off session. Bank concentration is the primary watch item for IN-104281.

Keep HDFCBANK under 12% of equity
Persistent buy note remains valid at medium horizon
Copper underweight vs 5% target — consider gradual top-up

Scenario scan

Illustrative stress

Nifty −8% shock≈ −₹2.1L

INR −3% vs USDGold +₹18–22k

IT earnings miss basket≈ −₹48k

Rate cut 25 bpsDuration MF +

Insight feed

Date	Theme	Severity	Summary	Status
09 Apr	Concentration	Watch	Banks overweight vs model	New insight
08 Apr	Opportunity	Info	Persistent entry band intact	Reviewed
06 Apr	Macro	Note	Gold ballast working as designed	Resolved
04 Apr	Flows	Info	Flexi SIP on schedule	Resolved
01 Apr	Rebalance	Watch	Copper sleeve −2 pp	Escalated
28 Mar	Tax	Note	ELSS lock-in calendar shared	Resolved