Back
Arpita Pamnani
Age: 40
Phone: 9987048646
Moderate
Time Horizon: 10 years
Created: 21 Jan 2026
Edit Client
Create Goal
Create Plan
Create Fund Recommendation
Portfolio Review
Client Bio Details
Edit
Full Name
Arpita Pamnani
Age
40
Phone Number
9987048646
Risk Profile
Moderate
Time Horizon
10 years
Created Date
21 Jan 2026
Goals
Add Goal
Dream Home
Lifestyle
Target Amount:
₹10 L
Time Horizon:
10 years
Inflation Rate:
7%
Plans & Recommendations
Create Plan
Create Recommendation
Recommendation
Recommendation
SIP Amount:
₹1 L
Number of Funds:
4
Risk Alignment:
Moderate
Created:
21 Jan 2026
Updated:
21 Jan 2026
View
Edit