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3 pending

37 docs

Across 3 PANs

Household refund

Refund

+ ₹42,500

Aarav 18K · Priya 24.5K

Household burn · May

Healthy

₹2.84 L

−4% vs 12-month avg

Household NAV

+8.2% YTD

₹2.18 Cr

Equity 60% · FDs 24% · EPF 12%

Household tax journey

income tax
₹40L₹30L₹20L₹10L 22-2323-2424-2525-2626-27

Household income +112% · combined tax +64% · effective rate ~12.8% (down from 18.4%)

Where the household money went each month vs what it earned

Open Family Expense →
Expense Invested Saving Income
₹6L₹4.5L₹3L₹1.5L₹0 AprMayJunJulAugSepOctNovDecJanFebMar

3 possible subscription duplicates flagged across members · ~₹1,200/mo saved if consolidated.

Household portfolio value vs Nifty 50

Open Family Portfolio →
₹ invested Realised gain Realised loss Household value Nifty 50 hypo