Hi Deepak
Goal-Based Investing · your relationship manager is Manalee Verneker. Here's where your plan stands.
+15.5%
₹38,69,000
Portfolio value
6 holdings
₹33,50,000
Invested
unrealised
₹5,19,000
Wealth created
1 unread
3/4
Goals on track
Goals at a glance
Progress across your goals
- Retirement₹2,40,00,000 of ₹12,00,00,000
- Children's education₹18,00,000 of ₹60,00,000
- Home renovation₹25,00,000 of ₹25,00,000
- Emergency corpus₹9,00,000 of ₹12,00,000
Upcoming
Schedule →- scheduled
Quarterly portfolio review
28 Sept, 10:00 am · video · with Manalee Verneker
- scheduled
Annual retirement plan review
2 Nov, 05:30 am · in-person · with Manalee Verneker
Messages
Inbox →- 20 Sept, 09:15 am
Manalee Verneker · Q3 portfolio review scheduled
Your quarterly review is booked for 28 Sep, 3:30 PM on the usual video link…
- 1 Sept, 12:00 pm
Financial Wisdom · New document uploaded
Portfolio statement — Sep 2026 has been added to your documents.
- 28 Aug, 04:40 pm
Manalee Verneker · SIP top-up confirmed
Your monthly SIP has been increased to ₹25,000 from October. Let me know…