All clients
P

Client portfolio

PREETI GUPTA

PAN AGGPP9386Apreeti71g@gmail.com9841071731

Annualised

+11.8%

XIRR

Current value

₹0
Since 05 May 2015 · 7 transactions

Net invested

-₹7.6K

purchases − redemptions

Current value

₹0

Net gain

cost basis mostly redeemed

Return (XIRR)

+11.8%

annualised

MF holdings

2

Allocation

₹0

total

CAMS0%

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

7 total

KYC (1st holder) · 036

13 Aug 2025

Redemption · 036

10 Aug 2017

₹20,327

Redemption · 273

22 Jun 2016

₹19,671

Redemption · 036

22 Jun 2016

₹21,586

Purchase · 036

15 Feb 2016

+₹14,000

Purchase · 036

31 Aug 2015

+₹20,000

Purchase · 273

05 May 2015

+₹20,000

Other products

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

Bonds
Not connected yet
Fixed Deposits
Not connected yet
AIF
Not connected yet
Life Insurance
Not connected yet
Health Insurance
Not connected yet
Motor Insurance
Not connected yet