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Projected Wealth
"Simplified my finances completely."
"Amazing growth in just 5 years."
"Very transparent dashboard."
Overview of all managed portfolios.
| Client Name | Current Value | Monthly SIP | Status | Action |
|---|---|---|---|---|
| Arjun Mehta | ₹12.5 Lakhs | ₹25,000 | Active | |
| Sneha Kapoor | ₹45.2 Lakhs | ₹50,000 | Active | |
| Vikram Singh | ₹8.2 Lakhs | ₹10,000 | Active |
Portfolio ID: #88234-IW