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Client portfolio

Prakash Moryani

PAN AGTPM7685Cprakashmoryani71@gmail.com+919840698330

Annualised

+17.7%

XIRR

Current value

₹0
23.6% · +₹31.8K
₹1.67 L today
Since 21 Jan 2025 · 15 transactions

Net invested

₹1.35 L

purchases − redemptions

Current value

₹1.67 L

Net gain

₹31.8K

+23.6% absolute

Return (XIRR)

+17.7%

annualised

MF holdings

3

Allocation

₹1.67 L

total

CAMS100%

Mutual funds

Live from CAMS & KFintech

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Transaction history

Most recent activity from the RTA feed

15 total

Nomination · 17

01 Jan 2026

Folio update · 17

01 Jan 2026

Folio update · 340

29 Dec 2025

Nomination · 340

29 Dec 2025

Purchase · 361

20 Mar 2025

+₹39,998

Purchase · 17

10 Mar 2025

+₹29,999

Purchase · 340

27 Feb 2025

+₹14,999

KYC (1st holder) · 17

24 Jan 2025

Purchase · 17

24 Jan 2025

+₹24,999

KYC (joint 1) · 17

24 Jan 2025

Nomination · 17

24 Jan 2025

Folio update · 340

24 Jan 2025

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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