WealthWise
WealthWise
Investment Performance Report
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Portfolio Summary
Total Value
₹10,410,731.50
YTD Gain
+₹674,022.25
YTD Return
+15.3%
Risk Profile
Moderate
Portfolio Performance (Last 12 Months)
Asset Allocation
Financial Goals Status
Retirement Fund
Progress: 25% (₹20,750,000.00 / ₹83,000,000.00)
Dream Vacation
Progress: 85% (₹705,500.00 / ₹830,000.00)
New Car
Progress: 37.5% (₹1,245,000.00 / ₹3,320,000.00)