All tools
Portfolio X-ray
See what your portfolio is really doing.
Tell us roughly how your wealth is allocated. We will surface concentration, gaps versus a balanced model, and what fees may be quietly costing you.
Your portfolio
₹8 Cr
Allocation
25%
35%
25%
8%
2%
5%
18%
1.8%
Weights are normalized automatically. Output is indicative and educational, not advice.
48/ 100
Portfolio health
Several things are working against you here, most likely a mix of concentration, gaps versus a balanced mix, and fee leakage. This is exactly the kind of picture we untangle.
Allocation
Indian EquityDebt & FDReal EstateGoldInternationalAlternatives
Concentration
Largest single holding18%
Biggest asset classDebt & FD (35%)
Moderate concentration risk
Fee leakage
Extra paid per year₹8.4 L
10-year drag₹1.2 Cr
Versus a conflict-free, fee-only benchmark of 0.75%.
Allocation gaps versus a balanced model
Indian Equity
-15
Debt & FD
+15
Real Estate
+15
Gold
+3
International
-13
Alternatives
-5
Underweight vs modelOverweight vs model
A full review goes far deeper, holding by holding. We will show you exactly where the gaps and leakage are.