CUSTOMER · IN-104281

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Good evening, Aarav — Premium plan active · KYC pending · Portfolio valued at ₹48.62L.

Complete KYC View recommendations

Portfolio value

₹48.62L

↑ ₹1.32L MTD

Invested

₹42.48L

Cost basis

Overall P&L

+₹6.14L

+14.5%

Today's P&L

+₹18,420

+0.38%

KYC

Pending

2 docs remaining

Subscription

Premium

Expires 12 Sep 2026

Client ID

IN-104281

Activated 18 Jan 2026

Risk alerts

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Asset allocation

Equity 54% · MF 28% · Gold 10% · Silver 5% · Copper 3%

Details →

AI weekly summary

Reviewed

Equity sleeve led MTD gains; financials & IT contributed most. MF mid-caps lagged ~90 bps. Gold buffer offset last week's risk-off dip. Concentration in banks remains elevated vs model book.

Trim HDFCBANK if it crosses 12% of equity sleeve
SIP into Parag Parikh Flexi remains on track
Watch IT dispersion ahead of Q1 guidance

Open insights

Recent transactions

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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
22 Mar	Nippon India Silver	Buy	₹18,500

Recent recommendations

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Stock	Action	Upside	Status
Persistent	Buy	+20.7%	Open
HDFC Bank	Buy	+16.1%	Open
Titan	Hold	—	Active
Bajaj Finance	Buy	+11.9%	Open

Latest adviser message

Neha Sharma · 2h ago

Reply →

Aarav — shared the Persistent note for your medium-term sleeve. Suggest capping at 4% of equity. Happy to walk through sizing on a call this week.