ST Wealth Planner

Configure FD/Bond

Investment Name

Principal Amount

Interest Rate (%)

Currency

Start Date

Maturity Date

Compounding / Payout

Goal Mapping

Debt Transactions

Scheme

Date

Amount (₹) Notes

Recent History

Configure Scheme

Scheme Name (e.g. PPF, NPS)

Annual Interest (%)

Monthly Contrib.

Currency

Interest Posting Month

Posting Day

Goal Mapping (Max 5)

Stock Transaction

Select Stock (NSE Symbol) Transaction Type

Quantity

Price / Div Amt

Date

Goal Mapping

Stock History

Date	Type	Qty	Price	Act

Realized Profit & Loss

🛡️ Psychometric Risk Profiling

Based on standard SEBI advisory frameworks for DIY investors.

I. Financial Capacity

1. What is your current age group?

2. Your primary source of income stability?

3. Percentage of monthly income remaining after expenses?

II. Risk Tolerance (Behavioral)

4. If your portfolio value fell by 20% overnight, what is your reaction?

5. Which statement best describes your investment goal?

6. Past experience with Equity market volatility?

I understand that equity investments carry market risk and this profile is for planning guidance only.

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👤 User Profile

🛡️ Risk Profile

🔐 Login History

⚖️ LEGAL DISCLAIMER

🎯 Goal Tracking

Mutual Fund Holdings

Upcoming SIPs

💰 Fixed Income (FD/Bonds)

📊 Mutual Fund Portfolio

📑 Investment Transactions

➕ Add Manual Transaction

ST Wealth

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NOTIFICATIONS

👤 User Profile

🛡️ Risk Profile

🔐 Login History

⚖️ LEGAL DISCLAIMER

🎯 Goal Tracking

🚀 New Financial Goal

Mutual Fund Holdings

Upcoming SIPs

💰 Fixed Income (FD/Bonds)

Configure FD/Bond

Goal Mapping

Debt Transactions

Recent History

Configure Scheme

Goal Mapping (Max 5)

➕ Add New Scheme

Edit SIP Configuration

Goal Mapping (1 to 5)

📊 Mutual Fund Portfolio

📑 Investment Transactions

➕ Add Manual Transaction

Stock Transaction

Goal Mapping

Stock History

Realized Profit & Loss

🛡️ Psychometric Risk Profiling

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