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Investment

30

20

Advisory Report
10

0
Item 5
23% Item 1

(Sample)
30%

Item 4
12%

Item 2
Item 3
20%
15%
Portfolio Insights

Name: Raj Kapoor


Date: 09/02/18  The calculations and the suggestions are only for representational purposes.
Actual Financial Plan and Advisory may differ.
Portfolio summary

₹ 2,68,000  ₹2,89,469 8.01% 9.63%


Total Investment Current Value Absolute Returns XIRR

20

15
Returns

10

0
2015 2016 2017 2018

Time

Portfolio Returns Year On Year


Sample Advisory Report 1 Raj Kapoor
Portfolio summary 

Category Allocation Investment Value

Equity | Large Cap 27.3% ₹ 79,019

Debt | Short - Term Bond 20.45% ₹ 59,231

Equity | Small & Mid Cap  13.61% ₹ 39,385

Debt | Credit opportunities 10.56% ₹ 30,575

Debt | Short - Term Gilt 8.67% ₹ 25,087

Debt | Ultrashort Term 5.83% ₹ 16,881

Sample Advisory Report 2 Raj Kapoor


Portfolio insights - Commissions

Poor

Item 2
43%

56.74%
57%

Investment in Regular Scheme:  ₹1,25,225


1 YEAR SAVING:   30 YEAR SAVING:  
₹1,204 ₹11,25,456
You Are Losing Commissions On 43.26% Of Your Portfolio.
Switch To Direct Funds Now And Save Commission.
Sample Advisory Report 3 Raj Kapoor
Portfolio insights - Volatility

Equity Good Debt Good

Safe !! Safe !!
Your equity portfolio's Volatility Is Low Your  debt portfolio's Volatility Is Low

Sample Advisory Report 4 Raj Kapoor


Portfolio insights - Funds Selection

11 2
m Poor
%
Ite

31%

89 1
m
Alert!!! Your portfolio may be crowded with

%
Ite
underperformers. Time to review & rebalance.

Sample Advisory Report 5 Raj Kapoor


Portfolio summary - Fund Perfomance

Sample Advisory Report 6 Raj Kapoor


Portfolio summary - Fund Perfromance

Sample Advisory Report 7 Raj Kapoor


Portfolio insights - Asset Allocation

Current Recommended
Item 2
30%

Item 2
47% Equity | Debt Equity | Debt
Item 1
53 | 47  53% 70 | 30 

Item 1
70%

Asset allocation suggested based on your on call risk


profile questionnaire
Sample Advisory Report 8 Raj Kapoor
Advisory Plan

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