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    Portfolio Analyser

    What is the difference between "Current Allocation" and "Portfolio Allocation Recommended"?

    It will be available when the client has filled their Risk profile, if not there is link in the 3rd card to fill the Risk profiler on the website. 

    Current Portfolio Allocation: Shows a live percentage breakdown of your money across active asset classes (e.g., Equity & Growth Oriented, Debt & Preservation Oriented, Alternates, and Cash/Cash Equivalents). 

    Portfolio Allocation Recommended: Displays your ideal benchmark target percentages generated algorithmically to match your unique risk profile.

    Do I have to pay an extra fee to access the Portfolio Analyser? How does this tool help me optimize my financial strategy? What asset classes can I track and analyze inside this engine? What key metrics are shown on the constant Overview Dashboard? How is the visual chart data organized for quick scanning? How are Mutual Fund types split within the dashboard? Can I monitor the maturity timelines of my Fixed Deposits and Bonds? What metrics are bundled under the "Total Portfolio Value" card? What is the new Portfolio Analyser on ICICI Direct? How does the platform categorize my assets under the Current Portfolio Allocation overview? Can I analyze my external or off-platform Mutual Funds? What is the "Top 10 Underlying Holdings" tool?