Dashboard

Quarter ending 30 Jun 2025

Net worth

₹0.00L9.8% this quarter

≈ ₹2.54 crore

Total assets

₹0.00L

Total liabilities

₹0.00L

Insurance cover

₹317.28L

18 active policies

Liquidity

₹108.44L

28.4% of assets

Total assets

₹382.43L

27 holdings

Total liabilities

₹128.51L

21 obligations

Debt-to-asset

33.6%

Health score

78 / 100

Net worth over time

Asset allocation

Real estate46.9%
Cash & reserves23.6%
PF / NPS17.4%
Other investments3.5%
Gold3.1%
Stocks2.4%
Bank accounts1.7%
Mutual funds0.7%

Financial health score

78/ 100
Debt-to-asset ratio44
Liquidity buffer100
Insurance adequacy83.3
Diversification89.8
Concentration risk87.6
High-cost debt76.7

Recommendations

  • Prioritize paying down high-balance loans before adding new debt — debt is above a comfortable share of assets.

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