Portfolio Wealth Tracker

Track and forecast your global assets: connected Demat holdings, NPS, PPF, FDs, and child schemes.

Total AUM

₹4,10,948

Demat value

₹0

Total P&L

+₹22,948

Return %

+5.91%

Day P&L

+₹0

(+0.00%)

National Pension System (NPS)

PRAN: 110148736164 • Subscriber: SHRI AMIT KUMAR

Active SIP:No Active SIP

Current Value

₹2,06,909.28

Total Invested

₹1,93,000

Total Returns

+₹13,909.28

Compounded ROI

4.04% XIRR

Scheme Allocation details	NAV	Units	Value	Weight
SBI PENSION FUND SCHEME E - TIER I DIRECT (Equity)	₹55.4997	2768.3123	₹1,53,640.5	75%
SBI PENSION FUND SCHEME C - TIER I DIRECT (Corporate Debt)	₹45.4909	470.2676	₹21,392.89	10%
SBI PENSION FUND SCHEME G - TIER I DIRECT (Govt Securities)	₹41.0288	776.9150	₹31,875.89	15%

Portfolio Tools

Track the performance of your pension corpus. Parse past voluntary contributions directly or calculate projected wealth outcomes based on active SIP plans.

NPS statement details generated on June 02, 2026

Public Provident Fund (PPF)

Account: 41846971237 • Branch: Hatia SBI (SBIN0000207)

Active SIP:No Active SIP

Current Value

₹2,04,038.83

Total Invested

₹1,95,000

Interest Earned

+₹9,038.83

Interest Rate

7.1% P.A.

PPF Account Rules Compliance: Under standard Public Provident Fund guidelines, interests are computed on the minimum balance between the 5th and the end of the month, and credited to the balance on March 31st of every financial year. The current interest rate is fixed at 7.1% per annum. Logged contributions list represents transactions since opening on April 19, 2023.

Portfolio Tools

Evaluate your compounding Public Provident Fund growth curve. Compiles transaction details and models future value estimates based on SIP schedules.

PPF calculations based on SBI Hatia statement headers

Recurring Deposits (RD) Tracker & Calculator

Fixed Rate Annuity

Track monthly recurring deposits, view maturity timelines, and estimate guaranteed fixed compounding wealth.

Total Invested So Far

₹0

Current Value

₹0

Guaranteed Maturity ValueFixed Rate

₹0

No Active Recurring Deposits

Log your Bank RDs to track monthly compounding and guaranteed maturity payouts

Fixed Deposits (FD) Tracker & Calculator

Guaranteed Returns

Track bank fixed deposits, view compounding timelines, and calculate guaranteed maturity values.

Total Principal Invested

₹0

Current Value

₹0

Guaranteed Maturity ValueFixed Rate

₹0

No Active Fixed Deposits

Log your Bank FDs to aggregate maturity timelines and interest returns in your AUM

Child Welfare & Schemes Planner

Goal-Based Planning

Manage Sukanya Samriddhi Yojana (SSY), education trusts, and child goal portfolios.

Total Invested Capital

₹0

Current Valuation

₹0

Target Goal ValueMaturity Goal

₹0

No Active Child Investment Schemes

Add plans like Sukanya Samriddhi Yojana (SSY) to plan child welfare goals