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Net Worth
Rajesh's Family
Last updated · 1 hour ago
Total assets
₹2.79 Cr
Liabilities
₹48.5 L
Insurance
₹2 Cr
Term life cover
Assets
View details
Insurance
View details
Vault
View details
Pinned note
Last updated: 2 months agoIn 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
Current Value
₹72 L
Total Invested
₹58 L
Profit / Loss
+₹14 L
Absolute Return
+24.1%
XIRR
12.1%
Family Accounts (2)
Current
₹45 L
XIRR
12.4%
Current
₹27 L
XIRR
10.9%
Stocks & ETFs
Total holdings value
₹38.2L
Last synced: 2h ago
Number of holdings
12
Holdings (12)
₹6.1L
+18.4%
₹4.8L
+12.1%
Documents
18 filesPasswords
8 entriesRajesh MacBook password
—
Raj’s iPhone password
—
HDFC ATM PIN
—
Google Pay UPI PIN
—
Priya HDFC netbanking
https://netbanking.hdfcbank.com
Zerodha — Rahul’s investments
https://kite.zerodha.com
Groww — Priya’s mutual funds
https://groww.in
Rajesh EPF member login
https://passbook.epfindia.gov.in/MemberPassBook/login
Notes
3 notesEmergency Cash
Updated 2 months agoIn 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 agoAll our gold is in HDFC Bank (Anna Salai branch). Locker keys are with Amma in Chennai.
Rahul’s Education Fund
Updated 5 months agoWe 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…