Upload Holdings → Allocation Summary → Risk Match Check → Request Advisor Review.
Start with your current holdings (UI-only).
Upload a file or paste holdings manually. No data is stored in this static demo.
Once holdings are uploaded, the platform summarizes allocation and flags mismatches.
| Asset | Type | Value |
|---|---|---|
| Equity MF | Equity | ₹2,40,000 |
| Debt MF | Debt | ₹1,10,000 |
| Gold ETF | Gold | ₹45,000 |
| Direct Equity | Equity | ₹1,05,000 |
Pie chart allocation view (CSS-only).
Risk mismatch warnings + rebalancing suggestions.
Your current equity exposure appears higher than your selected “Moderate” profile (illustrative).
Blue → Orange → Red indicates rising risk.
Suggested actions to align with your strategy (illustrative UI).
Actionable guidance (UI only).
Reduce equity by 5–10% and move to debt to match moderate profile.
Route excess cash into goal-based SIP baskets instead of holding idle funds.
If drawdowns increase, consider lowering tactical exposure and raising debt allocation.
Submit a review request for advisor evaluation (UI-only).
Advisor review history, meeting scheduler, and rebalance alerts in the IA relationship step.
View performance reports (future scalable) to monitor changes over time.
A scaffold for long-term monitoring.
Returns summary, allocation drift, and goal status.
Rebalancing suggestions and advisor review outcomes.
Drawdown alerts and risk profile re-check prompts.