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WEALTHTRACKER

INSTITUTIONAL CORE INITIALIZATION
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Core Engine Initialization
Portfolio NAV Synchronization
Market Pulse Calibration
Dynamic Headline Feed
AI Risk Synthesis

WealthTracker

Institutional Asset Intelligence

Welcome to your private WealthTracker. To start tracking your investments, checking your asset allocation, and monitoring progress toward your wealth goals, let's set up your portfolio.

Import CSV

Sync your active holdings using a standard 3-column CSV of either your Current Value (₹) or Units Held alongside Scheme Names and ET-Money URLs.

Intelligent Search

Browse and search our verified AMFI database of mutual funds and add schemes directly to your tracker with live risk/return analytics.

Manual Builder

WealthTracker

Path to ₹1 Crore in 3.5 Years

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Market Pulse

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NIFTY 50

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BSE SENSEX

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USD / INR

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Gold (INR/10g)

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S&P 500

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NIKKEI 225

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KOSPI

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US 10Y Yield

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Top Holdings LIVE

Aggregated stock-level exposure across portfolio

Stock
Price 1D Wt%
  • Fetching live prices…
Sector Concentration Risk
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Mid Cap Exposure --%
Global / US Equity --%

Market Headlines LIVE

  • Fetching latest headlines…

Current Portfolio

Across 9 Institutional Funds

₹0
Live 1D Fetching...
Portfolio Insight Initializing strategic analysis...

Required Monthly SIP

₹0

To reach ₹1 Cr in 3.5 years

Principal
Returns
Goal Probability 84%

Based on 1,000+ Monte Carlo simulations.

Investment Parameters

Target Goal (Corpus) ₹1 Cr
Time Horizon (Years) 3.5 Yrs
Expected Annual Return
How to choose your expected return?
8% - 10% : Conservative (Debt & Large Caps dominant) 11% - 13% : Moderate (Balanced Large & Mid Cap mix) 14% - 16%+ : Aggressive (Mid/Small Cap heavy, volatility)
*Given your short timeline, 12% is the safest assumption to ensure you don't miss the goal during a market correction.
 12%
Semi-Annual Step-up 10%

Increases your SIP amount every 6 months to match salary growth.

Portfolio X-Ray

Deep-dive structural analysis of your ₹22.9L corpus.

True Asset Allocation Interactive

Click any category or split segment below to view fund-level exposure.

  • Equity: Large Cap     39.5%
  • Equity: Mid Cap     28.1%
  • Equity: Global     7.7%
  • Equity: Small Cap     6.9%
  • Debt & Cash     17.7%
  • Gold / Commodities     0.0%
Insight: Calculating optimal tilt...

Sectoral Allocation (Equity) Interactive

Click any sector or split segment below to view fund-level exposure.

Insight: Calculating sectoral concentration...

Structural Redundancy Analysis

Analyzing structural overlap...

Fund F-Score Intelligence LIVE ENGINE

Multi-factor score (Sharpe, Alpha, CAGR, AUM, Expense, Momentum) powering your Optimal Growth weights. Higher score = more SIP allocation.

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Calculating...
Analyzing portfolio structure
Top Scorer
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Portfolio Avg Score
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Insight: Calculating crash resilience...

Portfolio Efficiency Interactive

Select any risk-efficiency ratio below to transition to its deep-dive profile.

  • Alpha
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    Alpha Generation
    Measures the portfolio's ability to beat the benchmark. A positive value indicates manager outperformance.
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  • Beta
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    Market Sensitivity (Beta)
    Measures volatility relative to the NIFTY. 1.0 matches market; higher means more aggressive.
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  • Sharpe
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    Sharpe Ratio
    Risk-adjusted return ratio. Higher values ( > 1.0) indicate better returns for each unit of risk taken.
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  • Std Dev
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    Standard Deviation
    Measures absolute volatility. Higher values imply more frequent and larger price fluctuations.
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  • Expense
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    Expense Ratio
    Weighted average cost of fund management. Lower is better for long-term compounding.
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Insight: Analyzing efficiency metrics...

Top Portfolio Holdings --% Weight

The top four assets driving concentration risk and returns in your portfolio.

Insight: Analyzing portfolio concentration...

Institutional Intelligence — 13 May 2026

Analyzing market conditions and portfolio structure...

🔴 Immediate Actions
  • Generating structural signals...
🟢 Strategic Guidance
  • Calculating optimal redeployment...

Fund Allocation

Recommended SIP amounts per fund to hit your goal.