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View Holdings
Choose Strategy
4
Select Stocks
5
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Your Equity Basket
These stocks will replace your PFIC mutual funds.
Asset Allocation
Investing
₹70,20,000
Across 10 companies
10
Stocks
BSE
10%
₹7,02,000
PAYTM
18%
₹4,30,000
LLOYDSME
8%
₹2,76,000
MCX
11%
₹96,000
COFORGE
13%
₹80,000
COROMANDEL
15%
₹1,09,000
₹4,56,789
+₹42,180 (+9.5%)
all time
Allocate
Total Investments
₹
100000
₹25K
₹50K
₹100K
₹500K
Enter Investment Amount
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We help to rebalance your portfolio monthly
We help to rebalance your portfolio monthly
✓ Direct equity investments are NOT classified as PFIC. No Form 8621 required for US tax filing.
✓ Direct equity investments are NOT classified as PFIC.
No Form 8621 required for US tax filing.
Asset Allocation
Investing
₹70,20,000
Across 10 companies
10
Stocks
Your Equity Basket
These stocks will replace your PFIC mutual funds.
Enter Investment Amount
₹4,56,789
+₹42,180 (+9.5%)
all time
Allocate
Total Investments
BSE
10%
₹7,02,000
PAYTM
18%
₹4,30,000
LLOYDSME
8%
₹2,76,000
MCX
11%
₹96,000
COFORGE
13%
₹80,000
COROMANDEL
15%
₹1,09,000
₹
100000
₹25K
₹50K
₹100K
₹500K
Login
View
Holdings
Choose
Strategy
4
Select
Stocks
5
Talk to
advisor
Back