Product
What happens between your reviews.
Sahi Capital reads each family’s statements, measures every portfolio each morning against the principles that family declared, and ranks what has drifted. This is the whole of it, in the order a morning happens.
01
Statements in.
A CAMS consolidated statement, an MFCentral export or a broker file. Every scheme is reconciled to the statement’s own closing balance. The rows are kept; the file is not.
- Pricesas of today
- CAS · 12 pages55 rows
- Broker filereconciled
02
Principles, in their words.
How much in equity, what one holding may be, what gold is for, and the band either side the family is content with. Theirs, not a model portfolio.
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.
03
Measured every morning.
Every book valued at market and held against what was declared. Drift past the band the family chose is the collision warning.
04
The small things, each its own entry.
A bounced SIP, a stale statement, a family unseen for a year, a fund past its cap. Ranked by how far and how much, so the first line is the one to act on.
- SIP, flexi-capBounced
- Statement47 days old
- R. Nairunseen 427 days
05
You decide.
Sahi says where to look first. It does not trade, it does not decide, and it cannot place an order.
- Where to look firstSahi
- What to do about ityou
- Orders placednone · ever
The rest of the morning.
Deshpande family
₹4.72 Cr- Rohan Deshpande₹2.10 Cr
Principles declared
- Priya Deshpande₹1.90 Cr
Principles declared
- Aditi Deshpande₹72 L
Minor · guardian Priya
Families, not PANs
The people a review is really about.
SIPs
1 bounced · ₹65,000 a month- ₹25,000
Flexi-cap fund
Bounced · due 5 Sep
- ₹20,000
Nifty 50 index fund
Monthly · next 10 Oct
- ₹15,000
Short-duration debt
Monthly · next 12 Oct
- ₹5,000
Gold ETF
Monthly · next 15 Oct
SIPs, off the CAS
Never declared, so never lost. A bounce is its own entry.
Review
Reviewed todayPrepared for
The Deshpande family
16 September 2026
- Book
- ₹4.72 Cr
- Against policy
- 1 of 4 classes
- Since last review
- +11.8%
- SIPs
- ₹65,000 a month
The review
One page the family keeps, dated the day it was made.
This week
Fri 12 Sep- The firm’s book−0.9%
- Nifty 50−1.2%
- Deshpande family+0.4%
The weekly brief
What moved, for the firm and for each family.
Illustrative. Every name and figure on this page is invented.
Know before they call.
Advisors are invited; there is no sign-up. Write and say how many families you look after.