Portfolio Wealth Tracker

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

Total AUM

₹4,22,417

My Investment

₹3,88,000

Total P&L

+₹34,417

Return %

+8.87%

Day P&L

+₹0

(+0.00%)

Holdings Portfolio

No holdings found. Add an account to see your holdings.

Daily Valuation History (Holdings)

Performance trend over the last 30 days

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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

₹2,15,508.09

Total Invested

₹1,95,000

Interest Earned

+₹20,508.09

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

Fixed Deposits (FD)

No Active Fixed Deposits

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

Total FDs value is dynamically integrated into your primary Assets Under Management summary.

Child Welfare & Schemes Planner

No Active Child Investment Schemes

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

Sukanya Samriddhi Yojana (SSY) current interest rate is 8.2% compounding annually.

Recent Trades

Date	Symbol	Type	Qty	Price	Total	Order Type	Status
2024-05-15	RELIANCE	BUY	10	₹2,920	₹29,200	CNC	Executed
2024-05-14	HDFCBANK	SELL	5	₹1,670	₹8,350	CNC	Executed
2024-05-13	TCS	BUY	5	₹3,820	₹19,100	CNC	Executed
2024-05-12	INFY	BUY	20	₹1,710	₹34,200	CNC	Pending
2024-05-11	SBIN	SELL	10	₹715	₹7,150	CNC	Executed
2024-05-10	NIFTY25	BUY	25	₹22,500	₹5,62,500	MIS	Executed
2024-05-09	BANKNIFTY25	SELL	10	₹49,000	₹4,90,000	MIS	Error
2024-05-08	GOOGL	BUY	5	₹172	₹860	CNC	Executed