💼 Wealth Manager

DT2693 · Jitendra Sharma
Live
₹1.40 Cr
Portfolio Value
+65.5%
Overall Returns
₹84.65 L
Total Invested
+₹55.43 L
Total P&L
Live Holdings
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Asset Allocation
■ Stocks 78.5% (₹1.10 Cr) ■ Bonds/SGB 15.8% (₹22.17 L) ■ ETFs 5.9% (₹8.31 L) ■ Cash 0.8%
⚠️ ETF allocation at only 5.9%. Target is 20–30% of equity allocation. The ₹50K/month SIP will systematically close this gap over 12–18 months.
Wealth Projection
ScenarioNow3Y5Y
Portfolio 12% CAGR₹1.40 Cr₹1.97 Cr₹2.47 Cr
SIP ₹50K/mo 12% CAGR—₹24.5 L₹49.2 L
Total Combined₹1.40 Cr₹2.22 Cr₹2.96 Cr
Optimistic 15% CAGR₹1.40 Cr₹2.42 Cr₹3.54 Cr
Target ₹3–3.5 Crore in 5 years is highly achievable with disciplined ETF SIP + stock portfolio compounding.
High-Conviction Watchlist
SymbolSectorThemeChart
RELIANCE Energy & Digital Scale, telecom, retail optionality Chart
HDFCBANK Private Banking High-quality retail banking compounder Chart
ICICIBANK Private Banking High-ROE large-cap bank Chart
TCS IT Services Cash-rich compounder with disciplined execution Chart
LT Capital Goods Infra and manufacturing capex cycle Chart
HAL Defence Defence manufacturing order-book strength Chart
BEL Defence Electronics Mission-critical electronics and radar systems Chart
BAJFINANCE Financial Services Retail credit franchise with operating leverage Chart
PERSISTENT Software Digital engineering and cloud services Chart
DIXON Electronics Mfg India manufacturing tailwind Chart
POLYCAB Electricals Wires, cables, distribution growth Chart
CDSL Market Infrastructure Demat penetration and market financialization Chart
₹8.31 L
ETF Value
+₹3.33 L
ETF P&L
12
ETF Holdings
₹2.00 L
To Deploy
Market Context — Apr 2026
23,843
Nifty 50
~12%
Below 52W High
Strategy — 2 Tranche Deployment:
Tranche 1 (₹1,42,000 — 71%): Deploy now at CMP. Use ₹1,57,560 available in Zerodha.
Tranche 2 (₹58,000 — 29%): Set GTT orders — deploy when Nifty dips to 23,100–23,400. Use buttons below.
Existing ETF Holdings (12 ETFs)
ETFQtyAvgLTPP&L%Action
GOLDBEES
Nippon Gold ETF		 1186 ₹41.61 ₹123.76 197.4% HOLD
NIFTYBEES
Nippon Nifty 50 ETF		 520 ₹186.57 ₹269.52 44.5% TOP UP
AXISGOLD
Axis Gold ETF		 913 ₹40.76 ₹124.54 205.5% HOLD
MID150BEES
Nippon Midcap 150 ETF		 500 ₹189.4 ₹218.89 15.6% TOP UP
BANKBEES
Nippon Bank Nifty ETF		 160 ₹360.29 ₹572.79 59.0% TOP UP
PHARMABEES
Nippon Pharma ETF		 2000 ₹12.47 ₹22.62 81.4% HOLD
SILVERBEES
Nippon Silver ETF		 181 ₹56.26 ₹224.97 299.9% HOLD
SILVER
Mirae Silver ETF		 79 ₹63.11 ₹236.04 274.0% HOLD
AUTOBEES
Nippon Auto ETF		 80 ₹225.0 ₹268.38 19.3% HOLD
ITBEES
Nippon IT ETF		 500 ₹29.0 ₹33.86 16.8% TOP UP
CONSUMBEES
Nippon Consumption ETF		 100 ₹121.3 ₹123.03 1.4% HOLD
FMCGIETF
Mirae FMCG ETF		 400 ₹59.3 ₹50.98 -14.0% REVIEW
₹2L Deployment Plan + GTT Orders
JUNIORBEES NEW
Nifty Next 50
Critical gap — Nifty Next 50 covers 50 quality companies poised to enter Nifty 50. Strong long-term compounder.
Tranche 1 (Now)
55 units @ ₹710–730
≈ ₹39,798
Tranche 2 (GTT)
25 units @ ₹700
Trigger: ₹695
Chart
MID150BEES TOP UP
Nifty Midcap 150
Midcap ~15% below highs. Domestic capex + consumption recovery will drive midcap re-rating.
Tranche 1 (Now)
180 units @ ₹215–222
≈ ₹39,400
Tranche 2 (GTT)
90 units @ ₹208
Trigger: ₹207
Chart
INFRABEES NEW
Nifty Infrastructure
Govt capex theme. L&T, NTPC, BPCL, PowerGrid in one ETF.
Tranche 1 (Now)
32 units @ ₹920–940
≈ ₹29,713
Tranche 2 (GTT)
10 units @ ₹900
Trigger: ₹897
Chart
NIFTYBEES TOP UP
Nifty 50 Core
Core wealth engine. Never stop adding on corrections.
Tranche 1 (Now)
70 units @ ₹265–272
≈ ₹18,866
Tranche 2 (GTT)
30 units @ ₹260
Trigger: ₹259
Chart
PSUBNKBEES NEW
PSU Bank ETF
PSU banks at deep value P/B 0.8–1.2x. SBI, PNB, BOB, Canara in one ETF.
Tranche 1 (Now)
142 units @ ₹94–98
≈ ₹13,741
Tranche 2 (GTT)
130 units @ ₹91
Trigger: ₹90
Chart
BANKBEES TOP UP
Bank Nifty
Private banking recovery. HDFCBANK, ICICI, KOTAKBANK re-rating underway.
Tranche 1 (Now)
18 units @ ₹565–578
≈ ₹10,310
Tranche 2 (GTT)
8 units @ ₹552
Trigger: ₹551
Chart
ITBEES TOP UP
Nifty IT ETF
IT sector beaten down. US demand recovery + AI spend = multi-year tailwind.
Tranche 1 (Now)
295 units @ ₹33–35
≈ ₹9,989
Tranche 2 (GTT)
200 units @ ₹32
Trigger: ₹31
Chart
₹50,000/Month SIP Basket
₹50K/month × 10 years @ 12% CAGR = ₹1.15 Crore additional corpus. Combined target: ₹5–6 Cr by 2035.
NIFTYBEES
Nifty 50 · 1st–5th
₹15,000
30%
JUNIORBEES
Nifty Next 50 · 1st–5th
₹12,000
24%
MID150BEES
Nifty Midcap 150 · 10th–15th
₹11,000
22%
GOLDBEES
Gold ETF · 20th–25th
₹5,000
10%
INFRABEES
Infrastructure · 10th–15th
₹4,000
8%
BANKBEES
Bank Nifty · 20th–25th
₹3,000
6%
Monthly Total₹50,000
Portfolio Health Actions
⚠️ FMCGIETF at -14% — Only loss-making ETF. Set alert at ₹46. Do not add more.
🔁 AXISGOLD + GOLDBEES — Consolidate to GOLDBEES over time. Gold already heavy at ₹2.6L+.
🌍 Zero International ETF — Add MON100 (Motilal Nasdaq 100) after ₹2L deploy. Target 5–7% of portfolio.
📊 SILVERBEES + SILVER — Exit SILVER, consolidate to SILVERBEES when convenient.
Active GTT Orders
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App Info
Version3.0 — Apr 2026
Kite API Keyjm946fsd1op7ghu0
ServerOracle Free Tier
Market Datayfinance + TradingView
⚠️ Disclaimer: This app is for personal portfolio tracking only. Not SEBI-registered investment advice. ETF/equity investments are subject to market risks. LTCG 12.5% applies above ₹1.25L per year. Consult your CA before investing.