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Risk profiling, goal mapping, product selection, and suitability.
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Year-end summary, goal progress, and forward outlook.
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Vikram Agarwal - Portfolio Review Aug 2026
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Portfolio Performance Report
Vikram Agarwal Household · August 2026
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Executive Summary
Total AUM stands at INR 18.42 Cr, up 3.2% month-over-month. Equity allocation is currently 58.3%, slightly above the strategic target of 55%. Debt alternatives provide stability at 31.5%. Max drawdown over 12 months was 8.4%, within the agreed risk budget.
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Shalini Mehra's retirement proposal is 80% complete. The risk profiling and goal mapping are done. I suggest adding the final product allocation and a suitability note.