Total Net Worth
₹23.85 Cr
+3.25% vs last month
Liquid Net Worth
₹66.25L
Cash + liquid MFs + ETFs
Unrealised P&L (YTD)
₹32.43L
+8.4% on cost basis
Pending Commitments
₹2.15Cr
AIFs · 3 funds
Net Worth Trend
Allocation
Listed Stocks
30%Real Estate
25%Businesses
15%Mutual Funds
10%AIFs
8%+4 more classes
CAGR by Asset Class
Needs Attention
Top Holdings
8 positions · across all asset classes| # | Holding | Asset Class | Current Value | Weight % | Unrealised P&L | Return % | |
|---|---|---|---|---|---|---|---|
| 1 | Bandra West Apartment | Real Estate | ₹4.20Cr | 17.6% | +₹1.40Cr | +50.0% | |
| 2 | Powai Commercial Office | Real Estate | ₹2.40Cr | 10.1% | +₹60.00L | +33.3% | |
| 3 | Mehra Textiles Pvt Ltd | Businesses | ₹1.80Cr | 7.5% | +₹1.00Cr | +125.0% | |
| 4 | Goa Resort Holdings | Businesses | ₹1.40Cr | 5.9% | +₹80.00L | +133.3% | |
| 5 | Lonavala Holiday Home | Real Estate | ₹1.20Cr | 5.0% | +₹35.00L | +41.2% | |
| 6 | WhiteOak Opp. Fund II | AIFs | ₹1.12Cr | 4.7% | +₹27.40L | +32.2% | |
| 7 | Reliance Industries | Stocks | ₹35.84L | 1.5% | +₹7.76L | +27.6% | |
| 8 | Mirae Large Cap Fund | Mutual Funds | ₹13.01L | 0.5% | +₹1.61L | +14.1% |