All your investments, one clear view.Portfolio Analyzer: coming soon to Lakhani Investment.
One clear look at everything you hold: what it’s worth, where it’s invested and what needs your attention. We’re building it now, so it’s locked for the moment.
What it will show you
- Everything in one view
All your mutual funds together, whichever fund house they’re with.
- Your real mix
How much of your money is in equity, debt and hybrid funds.
- Overlap between funds
Where two funds hold many of the same companies.
- Progress on your goals
Whether your investments are keeping pace with what you’re saving for.
How it will work
You give consent
You choose what to share, through an Account Aggregator.
Your data comes in
Your holdings are fetched securely, with no statements to upload.
We go through it together
You see the picture, and our team helps you understand it.
The figures shown here are made up and only show the design. The Portfolio Analyzer will be an information tool and not a recommendation to buy or sell. Mutual fund investments are subject to market risks.
Your next step
It’s tomorrow that matters.
Let’s plan it today.
A free 30-minute conversation about your goals, your cover and your next step. No jargon, no pressure.
Request a callbackTicket to tomorrowLKI-1987
- Passenger
- You and your family
- Meeting
- 30 minutes
- Fare
- Free
- Where
- Office or phone
Pick a day
Book this day on WhatsApp