Portfolio Health Checker
Score your portfolio on balance and diversification.
Your details
₹
₹0₹10,00,00,000
₹
₹0₹10,00,00,000
₹
₹0₹5,00,00,000
₹
₹0₹5,00,00,000
030
yrs
18 yrs80 yrs
15
yrs
1 yrs30 yrs
Portfolio health score
81/100
Total portfolio
₹11,00,000
Equity now / model
55% / 65%
Debt + cash now / model
41% / 25%
- Model allocation %
- Your portfolio %
Equity is 55% vs a model 65% for your profile.
Your next step
Turn this projection into a plan.
A free, no-obligation review with Aman Sehgal, CFP — your result is shared so we can prepare.
Planning milestones
- 1Book a free portfolio review for fund-level overlap and quality checks
Assumptions
- Educational score: 40% allocation alignment, 25% diversification, 20% scheme count, 15% cash drag.
- Fund quality, overlap, costs and tax are not assessed here.
Illustrative only. Projections use the assumptions shown and are not guaranteed. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. These tools are educational and are not personalised investment advice. Unnati Investments is an AMFI-registered mutual fund distributor (ARN-302589).