Net Worth
₹15,00,00,000
+5.2% from last month
Total Assets
₹17,50,00,000
+4.8% from last month
Total Liabilities
₹2,50,00,000
+1.5% from last month
Financial Health
Excellent
Your financial health is strong.
Financial Twin
Your 12-month financial projection.
Net Worth Projection
Twin Summary
Your financial twin projects steady growth in your net worth over the next 12 months. However, be mindful of potential cash flow risks in late Q3 and Q4 due to anticipated large expenses. Your primary goals remain on track.
Cash Flow Risk Zones
- Month 9: Projected high one-time expense (e.g., insurance premium) may lead to a temporary cash shortfall.
- Month 12: Increased holiday spending combined with tax payments could strain your liquid assets.
Goal Deviations
- Luxury Car Downpayment: On track, but recent market volatility could slow progress slightly in the next quarter.
- Real Estate Investment: Progress is steady. You are on track to meet this goal within the projected timeframe.
Future Scenario Simulator
See how major life events could impact your financial future.
Goal Tracking
Track your financial goals and see your progress.
Europe Vacation Fund
₹3,50,000 / ₹5,00,000
Luxury Car Downpayment
₹18,20,000 / ₹25,00,000
Real Estate Investment
₹45,00,000 / ₹75,00,000
AI Suggestion
You're close on your car downpayment! Consider liquidating some low-yield bonds to accelerate this goal.
Smart Alerts
AI-powered alerts to keep you on top of your finances.
Large recent purchases may impact your 'Luxury Car' goal progress this month.
Review your monthly budget to see if adjustments are needed to stay on track.
Your international travel spending is 15% higher than your allocated budget for this quarter.
Consider reviewing your discretionary spending or adjust your travel budget for the next quarter.
A new recurring charge for 'Streaming Service X' was detected.
If this is unexpected, review the transaction. Otherwise, ensure it's factored into your monthly budget.
Behavioral Insights
Understand your spending habits with AI-driven insights.