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Item Type Category Percentage
Cash Asset Cash 8.0%
Crypto Asset Crypto 4.0%
Debt/Fixed incomeAsset Debt/Fixed 16.0%
Indian Stocks Asset Equity 16.0%
Indian Equity MF Asset Equity 30.0%
Overseas Asset Equity 20.0%
Gold Asset Gold 6.0%
Car Loan Liability Loans 0.0%
House Loan Liability Loans 0.0%
Other Loans Liability Loans 0.0%

Total 100.0%
 Allocatio Allocatio
Category Item ### n n DifferenceDiff AmounTotal ###
Cash Cash ### 14.0% 8.0% -6.0% ###
Crypto Crypto ### 8.4% 4.0% -4.4% ###
Debt/FixedDebt/Fixed inco ### 23.9% 16.0% -7.9% ###
Equity Indian Equity MF ### 19.2% 30.0% 10.8% ###
Equity Overseas ### 14.0% 20.0% 6.0% ###
Equity Indian Stocks ### 13.0% 16.0% 3.0% ###
Gold Gold ### 10.2% 6.0% -4.2% ###
Loans Car loan ### -2.8% 0.0% 2.8% ###
FIRE numbe ###
Category Item Amount Date
Cash Cash ₹422,220.00 1-Jan-2023
Crypto Crypto ₹410,000.00 1-Jan-2023
Debt/FixedDebt/Fixed income ₹999,900.00 1-Jan-2023
Equity Indian Equity MF ₹550,000.00 1-Jan-2023
Equity Overseas ₹400,000.00 1-Jan-2023
Equity Indian Stocks ₹450,000.00 1-Jan-2023
Gold Gold ₹300,000.00 1-Jan-2023
Loans Car loan -₹250,000.00 1-Jan-2023
Cash Cash ₹480,000.00 5-Feb-2023
Crypto Crypto ₹350,000.00 5-Feb-2023
Debt/FixedDebt/Fixed income ### 5-Feb-2023
Equity Indian Equity MF ₹525,000.00 5-Feb-2023
Equity Overseas ₹403,000.00 5-Feb-2023
Equity Indian Stocks ₹460,000.00 5-Feb-2023
Gold Gold ₹290,000.00 5-Feb-2023
Loans Car loan -₹245,000.00 5-Feb-2023
Cash Cash ₹500,000.00 3-Mar-2023
Crypto Crypto ₹360,000.00 3-Mar-2023
Debt/FixedDebt/Fixed income ₹990,000.00 3-Mar-2023
Equity Indian Equity MF ₹545,000.00 3-Mar-2023
Equity Overseas ₹423,000.00 3-Mar-2023
Equity Indian Stocks ₹490,000.00 3-Mar-2023
Gold Gold ₹280,000.00 3-Mar-2023
Loans Car loan -₹240,000.00 3-Mar-2023
Cash Cash ₹600,000.00 7-Apr-2023
Crypto Crypto ₹360,000.00 7-Apr-2023
Debt/FixedDebt/Fixed income ₹990,000.00 7-Apr-2023
Equity Indian Equity MF ₹545,000.00 7-Apr-2023
Equity Overseas ₹423,000.00 7-Apr-2023
Equity Indian Stocks ₹490,000.00 7-Apr-2023
Gold Gold ₹350,000.00 7-Apr-2023
Loans Car loan -₹140,000.00 7-Apr-2023
Cash Cash ₹650,000.00 5-May-2023
Crypto Crypto ₹380,000.00 5-May-2023
Debt/FixedDebt/Fixed income ₹990,000.00 5-May-2023
Equity Indian Equity MF ₹565,000.00 5-May-2023
Equity Overseas ₹456,000.00 5-May-2023
Equity Indian Stocks ₹490,000.00 5-May-2023
Gold Gold ₹350,000.00 5-May-2023
Loans Car loan -₹135,000.00 5-May-2023
Cash Cash ₹600,000.00 9-Jun-2023
Crypto Crypto ₹300,000.00 9-Jun-2023
Debt/FixedDebt/Fixed income ₹960,000.00 9-Jun-2023
Equity Indian Equity MF ₹625,000.00 9-Jun-2023
Equity Overseas ₹406,000.00 9-Jun-2023
Equity Indian Stocks ₹510,000.00 9-Jun-2023
Gold Gold ₹380,000.00 9-Jun-2023
Loans Car loan -₹125,000.00 9-Jun-2023
Cash Cash ₹650,000.00 11-Jul-2023
Crypto Crypto ₹350,000.00 11-Jul-2023
Debt/FixedDebt/Fixed income ₹960,000.00 11-Jul-2023
Equity Indian Equity MF ₹625,000.00 11-Jul-2023
Equity Overseas ₹406,000.00 11-Jul-2023
Equity Indian Stocks ₹510,000.00 11-Jul-2023
Gold Gold ₹400,000.00 11-Jul-2023
Loans Car loan -₹125,000.00 11-Jul-2023
Cash Cash ₹650,000.00 2-Aug-2023
Crypto Crypto ₹350,000.00 2-Aug-2023
Debt/FixedDebt/Fixed income ₹960,000.00 2-Aug-2023
Equity Indian Equity MF ₹625,000.00 2-Aug-2023
Equity Overseas ₹420,000.00 2-Aug-2023
Equity Indian Stocks ₹510,000.00 2-Aug-2023
Gold Gold ₹400,000.00 2-Aug-2023
Loans Car loan -₹120,000.00 2-Aug-2023
Cash Cash ₹550,000.00 12-Sep-2023
Crypto Crypto ₹330,000.00 12-Sep-2023
Debt/FixedDebt/Fixed income ₹940,000.00 12-Sep-2023
Equity Indian Equity MF ₹755,000.00 12-Sep-2023
Equity Overseas ₹550,000.00 12-Sep-2023
Equity Indian Stocks ₹510,000.00 12-Sep-2023
Gold Gold ₹400,000.00 12-Sep-2023
Loans Car loan -₹110,000.00 12-Sep-2023
Name Symbol CategorySub-cateogry Unit PriceUnits Amount
Axis Bluechip AXIS_BLUE_FUND_5L9BEquity Large Cap ₹58.24 624.21 ###
Axis Long term AXIS_LONG_TERM_1IV0KPNEquity ELSS #N/A 544.68 #VALUE!
Edelweiss BankingEDEL_BNKG_PSU_8BZNFF Debt Banking & PSU ₹24.40 961.02 ###
Kotak Corporate B KOTA_CORP_BOND_EXV9G Debt Corporate Bon ### 6.87 ###
Kotak Flexicap KOTA_FLEX_DIR_FLO6NW Equity Flexi Cap ₹88.58 922.90 ###
Kotak Nasdaq 100 KOTA_NASD_100_HO0S7H Overseas FoF ₹18.91 399.08 ₹7,546.58
Motilal Oswal S&P MOTI_OSWA_SP_VPLTWL Overseas Index/ETF ₹23.54 151.69 ₹3,570.83
Navi Nifty 50 Inde NAVI_NIFT_50_1Y6IWVN Equity Index/ETF ₹15.36 339.77 ₹5,218.84
Navi Nifty Midcap NAVI_NIFT_MIDC_KS09YS Equity Index/ETF ₹19.90 180.81 ₹3,598.05
ITC NSE:ITC Equity Stock ₹449.65 250 ###
HDFC Bank NSE:HDFCBANK Equity Stock ### 55 ###
Goldbees NSE:GOLDBEES Gold Index/ETF ₹65.11 2500 ###
Hindustan Unilever NSE:HINDUNILVR Equity Stock ### 5 ###
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Allocation Remarks Total #VALUE!
#VALUE!
#VALUE! Tax Saver | 3 year lockin Symbol - all -
#VALUE!
#VALUE! Short term needs Data
#VALUE! Category Sub-cateogry SUM of Amount
#VALUE! Debt Banking & PSU ₹23,448.78
#VALUE! Corporate Bond ₹25,842.40
#VALUE! Debt Result ₹49,291.18
#VALUE! Equity ELSS #VALUE!
#VALUE! Long term Flexi Cap ₹81,750.53
#VALUE! Long term Index/ETF ₹8,816.89
#VALUE! Hold forever Large Cap ₹36,354.10
#VALUE! Stock ₹217,593.50
#VALUE! Equity Result #VALUE!
#VALUE! Gold Index/ETF ₹162,775.00
#VALUE! Gold Result ₹162,775.00
#VALUE! Overseas FoF ₹7,546.58
#VALUE! Index/ETF ₹3,570.83
#VALUE! Overseas Result ₹11,117.41
#VALUE! (empty) (empty)
#VALUE! (empty) Result
#VALUE! Total Result #VALUE!
#VALUE!
#VALUE!
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#VALUE!
SUM of Allocation %
#VALUE!
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Item name
Accommodatio Amount
n ₹20,000.00
Food ₹12,000.00
Groceries ₹6,000.00
Commute ₹5,000.00
Utilities ₹4,000.00
Clothing ₹4,000.00
Schooling ₹6,000.00
Entertainment ₹4,000.00
Others ₹2,000.00

Total ###
FIRE number (28 ###
Name of the policy Type Policy No. Valid TillPremium (Rs.)Premium Due dateAmount InsuredNominee
Health
Life
Car
Bike
Health
Life
Car
Bike
Remarks