AV
A. Verma
PAN ABXP••••4F · AA handle verma@onemoney
Generated 23 Jun 2026
3 new financial relationships were opened in your name this month
Review each one. Recognise what is yours — and if you don't recognise it, report it immediately to freeze the account.
New savings account opened
Kotak Mahindra Bank · A/c ••••9001 · 02 Jun 2026 · KYC pending
New loan inquiry
Bajaj Finance · personal loan · 11 Jun 2026
Nominee changed
LIC policy ••••230 · nominee updated 15 Jun 2026
Financial position
Total assets
₹42.10 L
↑ ₹1.05 L
Total liabilities
₹19.18 L
↓ ₹0.24 L
Net worth
₹22.92 L
↑ ₹1.29 L
Insurance cover
₹1.05 Cr
no change
Retirement corpus
₹14.80 L
↑ ₹0.40 L
Asset allocation — current holdings
₹42.1Ltotal assets
EPF27.5%
Mutual funds24.8%
Equity / demat18.7%
Fixed deposits14.7%
NPS7.6%
Savings6.6%
Net worth — last 6 months (₹ lakh)
19.6J
20.2F
20.7M
20.6A
21.6M
22.9J
All accounts linked to your PAN
| Account | Institution | Number | Opening | Closing | Status |
|---|---|---|---|---|---|
| Savings | HDFC Bank | ••••4821 | ₹2,14,300 | ₹2,38,900 | Active |
| Savings | State Bank of India | ••••0097 | ₹41,200 | ₹39,800 | Active |
| Current | ICICI Bank | ••••7733 | ₹0 | ₹0 | Dormant |
| Fixed Deposit | Bank of Baroda | ••••1188 | ₹5,00,000 | ₹5,00,000 | Active |
| Fixed Deposit | Canara Bank | ••••6502 | ₹1,20,000 | ₹1,20,000 | Dormant |
| Mutual Funds | via CAMS / KFintech | folio ••9 | ₹9,80,000 | ₹10,42,000 | Active |
| Demat / Equity | NSDL · Zerodha | ••••55 | ₹7,30,000 | ₹7,88,000 | Active |
| NPS (Tier I) | Protean CRA | ••••T1 | ₹3,10,000 | ₹3,22,000 | Active |
| EPF | EPFO | ••••/UAN | ₹11,30,000 | ₹11,58,000 | Active |
| New Savings | Kotak Mahindra Bank | ••••9001 | — | ₹0 | KYC pending |
We found a forgotten deposit.
Canara Bank Fixed Deposit ••••6502 · ₹1.20 L · dormant since 2019 · still recoverable before it lapses to the DEA Fund.
Data shared via your consent on 23 Jun 2026, valid 30 days and revocable at any time. Your Consent Manager is data-blind and cannot read the contents. View audit log