Back
Harsh
Age: 25
Phone: 998877898
Moderate
Time Horizon: 10 years
Created: 30 Dec 2025
Edit Client
Create Goal
Create Plan
Create Fund Recommendation
Portfolio Review
Client Bio Details
Edit
Full Name
Harsh
Age
25
Phone Number
998877898
Risk Profile
Moderate
Time Horizon
10 years
Created Date
30 Dec 2025
Goals
Add Goal
Dream Home
Lifestyle
Target Amount:
₹10 L
Time Horizon:
10 years
Inflation Rate:
7%
Retirement Planning
Retirement
Target Amount:
₹10 L
Time Horizon:
10 years
Inflation Rate:
7%
Monthly Income:
₹1 L
Plans & Recommendations
Create Plan
Create Recommendation
Recommendation
Recommendation
SIP Amount:
₹25,000
Number of Funds:
6
Risk Alignment:
Moderate
Created:
6 Jan 2026
View
Edit
Recommendation
Recommendation
SIP Amount:
₹25,000
Number of Funds:
6
Risk Alignment:
Moderate
Created:
30 Dec 2025
Updated:
30 Dec 2025
View
Edit