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Net Worth

Rajesh's Family

Family · 4
₹2.30 Cr+₹28.4 L this year

Last updated · 1 hour ago

MF Stocks EPF Gold Real estate FD & cash

Assets

Mutual funds₹72 L
Stocks & ETFs₹22 L
EPF₹35 L
Real estate₹119.5 L
Gold₹18 L
Fixed deposit₹10 L
Cash & savings₹2 L

View details

Insurance

Term life cover₹2 Cr
Health (base)₹10 L
Health (super top-up)₹1 Cr
Car insurance₹9 L
Two-wheeler₹95 K

View details

Vault

Notes5
Documents18
Passwords12

View details

Pinned note

Last updated: 2 months ago

In an emergency, if you need cash, break a fixed deposit from Priya’s ICICI account. Passwords and TPIN are in Passbook.

Always opt for cashless treatment. We have ₹1 crore total family cover; both the base policy and the super top-up are in Passbook.

Contact Subramanium (our CA) if you have any doubts on redeeming mutual funds. His contact details…

Mutual Funds

NAV Date: 12 Jan
Portfolio SummaryFY 2025-26

Current Value

₹72 L

Total Invested

₹58 L

Profit / Loss

+₹14 L

Absolute Return

+24.1%

XIRR

12.1%

View By
Family Category Scheme AMC
Display
Chart List

Family Accounts (2)

R
Rajesh Kumar

Current

₹45 L

XIRR

12.4%

HDFC Flexi Cap · Parag Parikh · Axis Bluechip · 3 more
P
Priya Rajesh

Current

₹27 L

XIRR

10.9%

Axis Bluechip · Mirae Asset Large Cap · 1 more

Stocks & ETFs

2 demat
Close Price: 12 Jan

Total holdings value

₹38.2L

Last synced: 2h ago

Number of holdings

12

View By
HoldingsDemat Account

Holdings (12)

RI
Reliance Industries

₹6.1L

+18.4%

IN
Infosys

₹4.8L

+12.1%

+10 more₹23.4L

Documents

18 files
Life Insurance
Health Insurance 2
Property Documents 2
Raj’s Personal
Priya’s Personal 5

Passwords

8 entries
Search credentials…

Rajesh MacBook password

Raj’s iPhone password

HDFC ATM PIN

Google Pay UPI PIN

H

Priya HDFC netbanking

https://netbanking.hdfcbank.com

Z

Zerodha — Rahul’s investments

https://kite.zerodha.com

G

Groww — Priya’s mutual funds

https://groww.in

E

Rajesh EPF member login

https://passbook.epfindia.gov.in/MemberPassBook/login

Notes

3 notes

Emergency Cash

Updated 2 months ago

In an emergency, if you need cash, break a fixed deposit from Priya’s ICICI account. Passwords and TPIN are in Passbook.

Bank Locker Details

Updated 3 months ago

All our gold is in HDFC Bank (Anna Salai branch). Locker keys are with Amma in Chennai.

Rahul’s Education Fund

Updated 5 months ago

We have separate mutual fund folios for Rahul’s school and college fund. If cash is tight, stop the SIPs but don’t redeem—let the funds grow until maturity or until Rahul reaches the age we planned for that corpus…

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