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Net Worth

₹1.48Cr

▲ ₹5.68L (+18.4%)

Real Estate51.0%

Mutual Funds11.0%

Fixed Income8.0%

Equity3.0%

Gold & Other4.0%

Loans (liability)−₹32L

🔔 Action Items 4

●Samsung Refrigerator — Warranty ends in 20 days›

●Star Health policy — renews in 2 months›

●SBI Tax-Saver FD matures in 4 months›

●HDFC Savings — no nominee recorded›

Family Wealth

Total ₹1.48Cr

R

Rahul

69.1% of total

₹1.02Cr

Property ₹92LEquity ₹5.9L

P

Priya

24.4% of total

₹36.2L

MF ₹2.2LGold ₹7.2L

A

Aarav

6.5% of total

₹9.6L

SSY ₹1.7L

Cash Flow

Jun

+₹1.1L

Jul

+₹1.0L

Aug

+₹1.2L

InOut

Monthly Outflow

⌂Home Loan EMI₹38.5K

↻SIPs₹25K

⛨Insurance₹7.5K

TOTAL₹71K/mo

Asset-Wise Performance

▦Equity

INVESTED

₹4.3L

CURRENT

₹5.9L

+20.1%

▣Mutual Fund

INVESTED

₹7.3L

CURRENT

₹9.7L

+31.5%

⎟Fixed Inc

INVESTED

₹12.5L

CURRENT

₹14.8L

+18.4%

⌂Real Estate

INVESTED

₹68L

CURRENT

₹92L

+35.3%

TOTAL NET WORTH₹1.48Cr▲ +18.44%

⚡Recent Activity

↑

Bought 20 Reliance

02 Aug · Zerodha

↑

Salary credited

01 Aug · Income

▭

SIP — Parag Parikh

01 Aug · ₹15,000

▭

Home Loan EMI

28 Jul · ₹38,500

Top Holdings by ValueView All ›

1

Parag Parikh Flexi Cap

Mutual Fund · Rahul

₹4.15L

+38.3%

2

UTI Nifty 50 Index

Mutual Fund · Rahul

₹3.28L

+31.2%

3

Mirae Asset Large Cap

Mutual Fund · Priya

₹2.24L

+24.4%

4

Reliance Industries

Stock · Rahul

₹1.75L

+22.3%

Performance Snapshot

▲ Top Gainers

Parag Parikh Flexi Cap

₹4.15L

+38.3%

UTI Nifty 50 Index

₹3.28L

+31.2%

Mirae Asset Large Cap

₹2.24L

+24.4%

▼ Laggards

HDFC Bank Ltd

₹2.02L

+18.7%

Portfolio

Stocks organized by DMAT · Mutual funds tracked by family member

▦ By DMAT ☰ Combined

Total Invested

₹9.81L

Current Value

₹14.60L

Gain / Loss

+₹4.80L

+48.90%

Positions

6

1 DMAT · 3 MFs

↻ Sync Holdings ↑ Upload Bhavcopy ⟳ Fetch Live Prices ↓ Export Excel

▤ + Add Lumpsum ＋ Add DMAT

DMAT Accounts For stocks · Each DMAT holds its own ledger

🏦

Zerodha (Rahul) ZERODHA

Rahul · A/C 1208160012345567 · 3 holdings · 8 txns

₹5.17L

+₹1.10L (26.98%)

▾

＋ Add Transaction ↑ Import CSV ⚙ Edit DMAT 🗑 Delete DMAT

Stock	Qty	Avg Cost	Price	Value	Gain
HDFC Bank Ltd	120	₹1,420	₹1,685	₹2,02,200	+18.7%
Infosys Ltd	90	₹1,310	₹1,560	₹1,40,400	+19.1%
Reliance Industries	60	₹2,380	₹2,910	₹1,74,600	+22.3%

Mutual Funds Tracked by family member

Fund	Holder	Invested	Value	Gain
Parag Parikh Flexi Cap	Rahul	₹3,00,000	₹4,15,000	+38.3%
UTI Nifty 50 Index Fund	Rahul	₹2,50,000	₹3,28,000	+31.2%
Mirae Asset Large Cap	Priya	₹1,80,000	₹2,24,000	+24.4%

Goals

Money with a destination. Each goal is funded by the investments you earmark for it.

+ New Goal

10 years left

🎓

Aarav's Education

Highfor Aarav

34%

₹13,60,000

of ₹40,00,000

📅 Jun 2036

✅ On track — projected ₹41,20,000

Funded by 2 investments

Sukanya Samriddhi (SSY)₹1,71,000

UTI Nifty 50 Index tag₹3,28,000

Market assets projected at 10%/yr; fixed income uses its actual maturity value.

+ Add investment Edit Delete

20 years left

🌴

Retirement

Highfor Rahul

22%

₹66,00,000

of ₹3,00,00,000

📅 Jun 2046

⚠️ Shortfall ₹42,00,000 — add ₹18,000/mo to close it

Funded by 2 investments

PPF Account₹7,42,000

Parag Parikh Flexi Cap tag₹4,15,000

Market assets projected at 10%/yr; fixed income uses its actual maturity value.

+ Add investment Edit Delete

2 years left

🏠

Home Loan Prepayment

Mediumfor Rahul

58%

₹5,80,000

of ₹10,00,000

📅 Jun 2028

✅ On track — projected ₹10,40,000

Nothing linked yet. Earmark an investment, or add a matching tag.

+ Add investment Edit Delete

5 months left

✈️

Family Vacation

Lowfor Family

80%

₹2,40,000

of ₹3,00,000

📅 Dec 2026

✅ On track — projected ₹3,05,000

Nothing linked yet. Earmark an investment, or add a matching tag.

+ Add investment Edit Delete

Document Vault

Bills, warranties, and important documents — with reminders before anything expires.

1 expiring soon + Add Category + Add Item

🗄

Legal & Important

+ Item Edit Delete

My Will 2026 Document

Notarised · Rahul

📎1Edit✕

Property Deed — Green Acres Document

Sub-registrar Pune · Rahul

📎2Edit✕

🆚

Personal Documents

+ Item Edit Delete

Passport (Rahul) Document

Passport Seva · Rahul

Passport expiry · 12 Aug 2031

📎1Edit✕

🆚

Appliances

+ Item Edit Delete

Samsung 253L Refrigerator Purchase

12 Oct 2025 · ₹32.5K · Samsung RT28 · Rahul

Warranty · 20 days left

📎Edit✕

POLICIES

3

3 active

TOTAL COVER

₹67.2L

sum assured + IDV

ANNUAL PREMIUM

₹90.5K

annualized

RENEWING SOON

1

within 60 days

Insurance

Life, health, motor, home & travel policies

↓ Export ＋ Add Policy

All Life Health Motor

Policy	Type	Member	Cover	Premium	Details	Renewal	Status
LIC Jeevan Anand 📎 LIC · LIC-889904821	Life	Rahul	₹50,00,000	₹48,000 Annual	Nominee: Priya (wife)	15 Mar 2027	Active	Edit ✕
Star Health Family Floater 📎 Star Health · SH-556609033	Health	Rahul	₹10,00,000	₹28,000 Annual	Family floater · 4 members	54d left	Active	Edit ✕
HDFC Ergo Motor 📎 HDFC Ergo · ME-220455112	Motor	Rahul	₹7,20,000	₹14,500 Annual	MH-12-AB-4567	10 Feb 2027	Active	Edit ✕

NET WORTH

₹1.48Cr

▲ ₹5.2L (+3.6%) this quarter

EQUITY PORTFOLIO

₹14.6L

6 holdings

PORTFOLIO RETURN

+₹4.8L

+48.90%

NET PROPERTY EQUITY

₹60L

loan: ₹32L

Net Worth by Quarter

Quarter-on-quarter movement across all asset classes

2025-Q3

2025-Q4

2026-Q1

2026-Q2

2025-Q3

₹1.31Cr

baseline

2025-Q4

₹1.36Cr

+₹5.0L (+3.8%)

2026-Q1

₹1.43Cr

+₹7.0L (+5.1%)

2026-Q2 LIVE

₹1.48Cr

+₹5.2L (+3.6%)

Asset Allocation

How your net worth is spread

₹1.48Cr

Net Worth

Real Estate₹92L62.1%

Fixed Income₹14.8L10.0%

Mutual Funds₹9.7L6.5%

Equity₹5.9L4.0%

Gold & Cash₹13.1L8.9%

Equity Breakdown

Stocks vs mutual funds and other types

₹20.5L

Equities

Mutual Funds₹9.7L66.4%

Stocks₹5.2L33.6%

Net Worth Forecast

Projected growth at current contribution rates

5 yr10 yr20 yr

PROJECTED (10 YR)

₹3.9Cr

TOTAL CONTRIBUTIONS

₹1.1Cr

PROJECTED GROWTH

+₹1.3Cr

Manage what's shown Print / Save as PDF

Legacy

Everything a family member may need, in one place. Updated 08 Aug 2026.

Start by calling our advisor Rajesh, then the LIC agent. The will and property papers are in the Document Vault. Everything you need is on this page.

Nominee not recorded for: SBI Fixed Deposit, Zerodha (demat). Consider adding nominees so these pass smoothly to the family.

Insurance — the payout map

LIC Jeevan Anand₹50,00,000

Life Insurance · LIC · Policy •••• 4821 · Renews 15 Mar 2027 · Rahul

Nominee: Priya (wife)

Star Health Family Floater₹10,00,000

Health Insurance · Star Health · Policy •••• 9033 · Renews 01 Oct 2026 · Rahul

Nominee: Priya

Assets

HDFC Bank₹4,25,000

Savings · A/C •••• 7781 · Andheri West · HDFC0001234 · Rahul

Nominee: Priya

SBI Fixed Deposit₹5,66,000

Fixed Deposit (FD) · SBI · Matures 20 Dec 2026 · Rahul

Nominee: not recorded

PPF Account₹7,42,000

Public Provident Fund (PPF) · SBI · Matures 05 Apr 2035 · Rahul

Nominee: Priya

Flat 402, Green Acres₹92,00,000

Residential · Wakad, Pune · Loan outstanding ₹32,00,000 · Rahul

Nominee: Priya

Zerodha (Rahul)

Demat account · Zerodha · A/C •••• 5567 · DP •••• 1600 · Rahul

Nominee: not recorded

Gold jewellery₹7,20,000

Gold · Kept at Bank locker · Priya

Mutual funds & shares₹14,60,400

6 holdings across demat / fund accounts. Detailed list is in the Investments section of MeraFolio.

Liabilities

HDFC Home Loan₹32,00,000 outstanding

Home Loan · HDFC · A/C •••• 1102 · EMI ₹38,500 · Rahul

Important documents

My Will 20261 file

Stored in MeraFolio's Document Vault.

will_signed_2026.pdf

Property Deed — Green Acres2 files

Stored in MeraFolio's Document Vault.

deed.pdf, registration.pdf

Key contacts

Rajesh KumarFinancial advisor

📞 +91 98200 12345 · ✉ rajesh@example.com
Manages our mutual fund portfolio

Sunita ShahInsurance agent

📞 +91 98330 55667 · ✉ sunita.lic@example.com

Generated from MeraFolio · 08 Aug 2026, 7:45 PM

INSTRUMENTS

3

3 active

TOTAL INVESTED

₹12.5L

principal

CURRENT / MATURITY VALUE

₹14.79L

+₹2.29L

AVG INTEREST RATE

7.14%

weighted by principal

Fixed Income

FDs, SGBs, PPF, NSC, EPF, bonds & more

↓ Export ＋ Add Instrument

All FD PPF SSY

Instrument	Type	Member	Invested	Rate	Value / Maturity	Maturity	Status
SBI Tax-Saver FD 📎 SBI · FD-4471902	FD	Rahul	₹5,00,000	6.80%	₹5,66,000	20 Dec 2026 4 months left	Active	Edit ✕
PPF Account 📎 SBI · PPF-99012	PPF	Rahul	₹6,00,000	7.10%	₹7,42,000	05 Apr 2035 103 months left	Active	Edit ✕
Aarav's Sukanya (SSY) 📎 Post Office · SSY-33120	SSY	Aarav	₹1,50,000	8.00%	₹1,71,000	14 Jun 2038 142 months left	Active	Edit ✕

SIPs

Available in the full app.

PROPERTIES

2

real estate

TOTAL VALUE

₹1.19Cr

purchase ₹89L

APPRECIATION

+₹30L

+33.71%

NET EQUITY

₹87L

loans ₹32L

Real Estate

Track appreciation, rental yield & linked loans

↓ Export ＋ Add Property

Property	Member	Purchase	Value	Appreciation	Rental	Loan
Flat 402, Green Acres 📎 📍 Wakad, Pune Residential 🔗 HDFC Home Loan	Rahul	₹68,00,000	₹92,00,000	+₹24,00,000 +35.29%	—	₹32,00,000 🔗 linked	Edit ✕
Plot 17, Sunrise Township 📎 📍 Nashik Land	Priya	₹21,00,000	₹27,00,000	+₹6,00,000 +28.57%	—	—	Edit ✕

ASSETS

3

tangible holdings

TOTAL VALUE

₹11.6L

cost ₹7.9L

APPRECIATION

+₹3.7L

+46.84%

TYPES

3

Other Assets

Gold, jewellery, art, collectibles & more

↓ Export ＋ Add Asset

All Gold Silver Art

Asset	Type	Member	Details	Cost	Value	Gain
Gold jewellery 📍 Bank locker	Gold	Priya	Weight: 180g · Purity: 22K	₹4,50,000	₹7,20,000	+₹2,70,000 +60.00%	Edit ✕
Silver coins (1kg) 📍 Home safe	Silver	Rahul	Weight: 1000g · Purity: 999	₹72,000	₹94,000	+₹22,000 +30.56%	Edit ✕
Madhubani painting 📍 Living room	Art	Priya	Artist: S. Devi · Year: 2019	₹2,68,000	₹3,50,000	+₹82,000 +30.60%	Edit ✕

TOTAL LIQUID CASH

₹5.93L

2 accounts

SAVINGS

₹5.93L

savings accounts

CURRENT

₹0

current accounts

EST. ANNUAL INTEREST

₹19.4K

at stated rates

Accounts

Track balances, interest & per-account transactions

↓ Export ＋ Add Account

Bank	Type	Account	Member	Balance	Rate	Annual Interest
HDFC Bank	Savings	50100234567781	Rahul	₹4,25,000	3.50%	₹14,875	Transactions Edit ✕
SBI	Savings	38200119904	Priya	₹1,68,000	3.00%	₹5,040	Transactions Edit ✕

TOTAL INCOME

₹28.8L

24 entries

THIS MONTH

₹2.4L

Aug 2026

TOP SOURCE

Salary

₹24.0L

SOURCES

4

distinct

By Source

Salary₹24,00,000

Dividend₹3,30,000

Interest₹1,10,000

Business₹40,000

Income Log

24 entries

↓ Export ＋ Add Income

Show bank credits

Date	Source	Description	Member	Amount
01 Aug 2026	Salary	Monthly salary — Infosys	Rahul	₹2,00,000	Edit ✕
01 Aug 2026	Salary	Monthly salary — Wipro	Priya	₹1,40,000	Edit ✕
18 Jul 2026	Dividend	HDFC Bank dividend	Rahul	₹18,000	Edit ✕
05 Jul 2026	Interest	SBI FD interest payout	Rahul	₹9,600	Edit ✕

TOTAL EXPENSES

₹16.4L

64 entries

THIS MONTH

₹1.42L

Aug 2026

TOP CATEGORY

Housing

₹5.6L

By Category

Housing₹5,60,000

Education₹3,60,000

Food & Groceries₹2,70,000

Transport₹1,58,000

Utilities₹1,24,000

Healthcare₹68,000

Expense Log

64 entries

↥ Import Card Statement ↓ Export ＋ Add Expense

Show bank debits

Date	Category	Description	Payment	Member	Amount
28 Jul 2026	Housing	Home Loan EMI AUTO	Auto-debit	Rahul	₹38,500	Edit ✕
15 Jul 2026	Education	Aarav — school fees Q2	Net Banking	Rahul	₹90,000	Edit ✕
10 Jul 2026	Food & Groceries	Monthly groceries — BigBasket	UPI	Priya	₹18,400	Edit ✕
05 Jul 2026	Utilities	Electricity + broadband	Auto-debit	Rahul	₹9,200	Edit ✕

Transactions

Available in the full app.

Total Outstanding

₹36.2L

Active loans only

Monthly EMI

₹51.2K

Across active loans

Active Loans

2

1 closed

Loans & Liabilities

Home, vehicle, personal, education & more

＋ Add Loan

Loan	Type	Member	Outstanding	EMI	Rate	Progress
HDFC Home Loan 📎 AUTO EMI HDFC · 🏠 Flat 402, Green Acres	Home Loan	Rahul	₹32,00,000	₹38,500	8.60%	36% repaid	Prepay Edit ✕
Car Loan — Creta 📎 ICICI Bank	Vehicle Loan	Rahul	₹4,20,000	₹12,700	9.40%	65% repaid	Prepay Edit ✕

P&L

Available in the full app.

Reports

Available in the full app.