CUSTOMER · IN-104281
Admin profile for Aarav Kapoor. Portfolio section is read-only.
Plan Premium · renews 12 Sep 2026
Last payment PAY-4412 · Verified · ₹2,948.82
Payment history → Invoices →| Holding | Value | P&L |
|---|---|---|
| HDFCBANK | ₹6.38L | +12.4% |
| PERSISTENT | ₹2.17L | +8.1% |
| Parag Parikh Flexi | ₹4.80L | +11.0% |
| Gold ETF | ₹4.86L | +9.3% |
| Date | Asset | Type | Amount |
|---|---|---|---|
| 08 Apr | HDFCBANK | Buy | ₹1,48,200 |
| 04 Apr | Parag Parikh Flexi | SIP | ₹25,000 |
| 28 Mar | INFY | Sell | ₹72,400 |
| When | Preview |
|---|---|
| 2h | Consider reducing exposure to HDFCBANK… |
| 3d | Shared Persistent note… |
| Time | Action | By |
|---|---|---|
| 22 Mar | KYC address rejected | SA-0001 |
| 18 Jan | Customer activated | System |
| 18 Jan | Assigned ADV-2201 | SA-0001 |
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