INVESTOR EXPERIENCE • DEMO PREVIEW
A dashboard designed around your wealth journey.
Preview how your mutual fund investments, active SIPs, asset allocation, and milestone tracking appear in your personalized investor portal powered by AssetPlus.
PORTFOLIO SUMMARY
Welcome to PlantMoneyGrow Dashboard
Current Portfolio Value
₹12.84 Lakh
Total Amount Invested
₹10.20 Lakh
Unrealized Gain
+₹2.64 Lakh
Active Monthly SIPs
4 Mandates
Compounding Growth Trajectory
Asset Allocation Breakdown
| Category | Invested | Current Value | Allocation |
|---|---|---|---|
| Flexi Cap / Multi Cap Equities | ₹6.20 L | ₹8.15 L | 63.5% (High Growth) |
| Balanced Advantage / Hybrid | ₹2.50 L | ₹2.92 L | 22.7% (Dynamic) |
| Short Duration / Debt Funds | ₹1.50 L | ₹1.77 L | 13.8% (Stability) |
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