+12.4%
INR 1.84 CrAssets minus liabilities across family accounts.
Mintra Wealth OS
Your complete financial life, planned in one place.
Track net worth, goals, cashflow, loans, insurance, and portfolio health. The AI planner explains the numbers, while Mintra advisors handle regulated advice and execution.
On track
INR 85,000Suggested step-up: INR 10,000 from July.
31% DTI
INR 58LEMI comfort is healthy below 40% income.
Gap
INR 76LTerm cover needs review for dependents.
Portfolio & Asset Allocation
Consolidated view across mutual funds, stocks, debt, gold, property and cash.
Total AssetsINR 2.42 Cr
Equity Mutual FundsDirect plans, 18 schemes
43%Property & Real EstateHome equity and land allocation
24%Debt, EPF & Fixed IncomeEPF, FDs, debt funds
13%Cash & Emergency FundSavings and liquid funds
11%Gold & AlternativesSGB, ETF, PMS/AIF watchlist
9%Goal Planner
Live goal funding with inflation-adjusted targets and monthly investment paths.
Home upgrade
5 years · Hyderabad
TargetINR 80L
Funded42%
Child education
11 years · India/abroad optionality
TargetINR 1.1Cr
Funded36%
Retirement corpus
18 years · 6% inflation assumption
TargetINR 6.2Cr
Funded58%
Document Vault & Reports
Upload CAS, insurance policy, loan statement, Form 26AS, bank statements, or goals worksheet.
Drop CAS PDF, Excel portfolio, or policy documents
Prototype only. Backend storage and parsing can be connected next.
Financial Plan
Generate a client-ready planning PDF.
Portfolio Review
Allocation, overlap, risk and rebalance report.
Loan Report
Eligibility, EMI comfort and prepayment scenarios.
Risk Profile
Retake questionnaire and update recommended allocation bands.
Loan Planner
Check EMI comfort, eligibility, prepayment and balance transfer options.
Insurance Review
Compare term, health and liability cover against family needs.
Cashflow
Track surplus, SIP capacity, fixed obligations and emergency fund runway.