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Client portfolio

Naresh Jitani

PAN AMSPJ1713Dnareshjitani@yahoo.com+919703339572

Annualised

+3.5%

XIRR

Current value

₹0
4.3% · +₹42.0K
₹10.12 L today
Since 19 Dec 2024 · 17 transactions

Net invested

₹9.70 L

purchases − redemptions

Current value

₹10.12 L

Net gain

₹42.0K

+4.3% absolute

Return (XIRR)

+3.5%

annualised

MF holdings

6

Allocation

₹10.12 L

total

KFIN73%
CAMS27%

Mutual funds

Live from CAMS & KFintech

Live feed

Click a fund to see its full transaction history.

Transaction history

Most recent activity from the RTA feed

17 total

KYC (1st holder) · 136B

20 Aug 2025

KYC (1st holder) · 136B

20 Aug 2025

KYC (1st holder) · 17

12 Aug 2025

Additional purchase · SCRG

30 Jul 2025

+₹49,998

Additional purchase · IOGP

17 Jul 2025

+₹1,99,990

Additional purchase · SCRG

17 Jul 2025

+₹1,99,990

KYC (1st holder) · 17

17 Jul 2025

Purchase · 17

17 Jul 2025

+₹1,99,990

Nomination · 17

17 Jul 2025

Additional purchase · DFGP

04 Jul 2025

+₹19,999

IPO allotment · IOGP

18 Feb 2025

+₹99,995

IPO allotment · SCRG

31 Jan 2025

+₹49,998

Other products

Bonds, FDs, AIFs & insurance — wiring pending Excel sync

Bonds
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Fixed Deposits
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AIF
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Life Insurance
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Health Insurance
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Motor Insurance
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