Command / Analytics

Practice analytics

Portfolio performance, attribution, risk metrics, and tax intelligence for your entire book. Drill down by client, product, or time period.

Client book Drilldown
Practice AUM
₹ 147.3 Cr
+2.4% MTD
1Y net flows
₹ 18.6 Cr
Inflows ₹ 24.1 Cr
Weighted XIRR
13.7%
+180 bps vs Nifty 50
Portfolio Sharpe
1.24
Risk-free: 6.5%
Active households
312
+8 this month
AUM trajectory
Total AUM over the last 12 months
Last 12M
Sep Nov Jan Mar May Jul Aug
Net flows by month
Inflows vs outflows in ₹ Cr
FY 2025-26
Product mix
AUM distribution across product categories
7
categories
Mutual funds
48%
Direct equities
26%
AIF / PMS
14%
Bonds / FD
7%
Insurance / NPS
5%
Risk metrics
Practice-level risk indicators
Weighted beta vs Nifty 50
0.94
Max drawdown (1Y)
-8.7%
Standard deviation (annualised)
11.3%
Sortino ratio
1.86
Concentration: top 5 households
31.2%
Equity cash ratio
4.8%
Performance attribution
Return contribution by asset class and strategy vs benchmark
Detailed view
Asset class / strategy
Allocation
Return
Selection effect
Allocation effect
Impact
Large cap equity
Nifty 50 TRI benchmark
22%
+14.2%
+1.1%
-0.3%
+0.8%
Mid / small cap equity
Nifty MidSmall 400 TRI
24%
+18.5%
+2.4%
+0.7%
+3.1%
Corporate debt
Nifty Corporate Bond Index
21%
+7.4%
+0.5%
-0.2%
+0.3%
Alternatives (AIF / PMS)
Long-only Category III
14%
+11.8%
-0.9%
+0.4%
-0.5%
Direct equities
Concentrated IT / banking
12%
+16.3%
+1.8%
-0.4%
+1.4%
Cash / liquid
Overnight / T-bills
7%
+6.2%
-
-0.5%
-0.5%
Tax intelligence
Realised and unrealised gains summary for FY 2025-26
FY 25-26
Client
STCG
LTCG
Unrealised
ELSS locked
Action
Vikram Agarwal
PAN AGSPK1234M
₹ 1.4 L
₹ 8.2 L
₹ 2.3 Cr
₹ 42 L
Harvest
Shalini Mehra
PAN MSHSP5678N
₹ 0.8 L
₹ 5.1 L
₹ 1.6 Cr
₹ 28 L
OK
Rohit Kapoor
PAN KAPRP9012Q
₹ 2.1 L
₹ 3.5 L
₹ 92 L
₹ 18 L
Review
Kavita Shah
PAN SHAKS3456P
-
₹ 12.4 L
₹ 3.8 Cr
₹ 55 L
OK
STCG and LTCG computed as per Finance Act 2025. Indexation benefits applied where eligible.
Sentinel Copilot
Vikram Agarwal has an unrealised long-term gain of ₹ 2.3 Cr but only ₹ 1.4 L in STCG. A targeted loss-harvest switch in the small cap fund can offset short-term liability without breaking asset allocation.
View client Initiate switch
Next Best Action
Mid and small cap exposure is 6 percentage points above model. 14 clients would benefit from profit booking into short-duration debt before the next RBI policy meeting.
View clients Model portfolios