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Apra Gupta
Age: 40
Phone: 9899989762
Moderate
Time Horizon: 15 years
Created: 12 Jan 2026
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Client Bio Details
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Full Name
Apra Gupta
Age
40
Phone Number
9899989762
Risk Profile
Moderate
Time Horizon
15 years
Created Date
12 Jan 2026
Goals
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Dream Home
Lifestyle
Target Amount:
₹10 L
Time Horizon:
10 years
Inflation Rate:
7%
Retirement Planning
Retirement
Target Amount:
₹10 L
Time Horizon:
15 years
Inflation Rate:
7%
Monthly Income:
₹50,000
Plans & Recommendations
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Recommendation
Recommendation
SIP Amount:
₹25,000
Number of Funds:
6
Risk Alignment:
Moderate
Created:
15 Jan 2026
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Recommendation
Recommendation
SIP Amount:
₹25,000
Number of Funds:
7
Risk Alignment:
Moderate
Created:
15 Jan 2026
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Recommendation
Recommendation
SIP Amount:
₹25,000
Number of Funds:
6
Risk Alignment:
Moderate
Created:
12 Jan 2026
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Edit