Portfolio sahi hai?
Portfolio intelligence for wealth advisors in India.
Illustrative. Every name and figure on this page is invented.
You set the lane. Sahi watches it.
The client's lane
Set in their words.
Lane departure warning
The morning it drifts.
Hands on the wheel
Sahi warns. You steer.
The client’s principles.
Not a model portfolio.
In their own words. Measured against that and nothing else. The principles, in detail
Principles · Deshpande family
What they declared, in their words.
- Equity60% of the book
“Growth for the next fifteen years.”
- Debt20% of the book
“Two years of expenses, untouched.”
- Gold and silver10% of the book
“Aditi's wedding, 2031.”
- Cash10% of the book
“Never below three months.”
- Any one fundat most 25%
“No single manager decides the year.”
The book, this morning
Two of five kept. Equity is 11 points over.
- Equity71% · declared 60%
- Debt9% · declared 20%
- Gold and silver11% · declared 10%
- Cash9% · declared 10%
- Any one fund31% · cap 25%
Inside the band on three of five. Two points either side is theirs too.
Drift is the warning.
Seen the morning it happens.
Past the band, a bounced SIP, a stale statement, a client unseen. Ranked. What is measured
Private by construction.
Sealed per firm. No password. Nothing that can move money. How it is kept
One table
three readers- A partner128 rows
select * from clients
- An RM37 rows · theirs
select * from clients
- Another firm0 rows
select * from clients
Sent to arjun@meherfin.in.
A session lasts the working day.