Investor Command Centre
Verlak Client Portal
Fiduciary Account Access • Secure Session
Aggregate Net Worth₹28,45,20,000
Portfolio Value₹28,45,20,000
Daily P&L change+₹1,42,800 (+0.49%)
Mandate Performance (XIRR)14.6%
Holdings Explorer
Custodian verified CDSL/NSDL| Asset Description | Allocation Class | Market Value | Cost Basis | Unrealized Gain |
|---|---|---|---|---|
| Verlak Conviction PMS | Equity PMS | ₹12,80,34,000 | ₹10,00,00,000 | +28.0% |
| HDFC Corp Debt Direct Plan | Fixed Income | ₹7,11,30,000 | ₹6,50,00,000 | +9.4% |
| Neo-Credit Structured Debenture | Alternatives | ₹4,26,78,000 | ₹4,00,00,000 | +6.7% |
| Verlak Liquidity Reserve Cash | Cash/Treasury | ₹4,26,78,000 | ₹4,26,78,000 | 0.0% |
Asset Allocation Weights
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Public Equity PMS45%
Fixed Income & Bonds25%
Alternative Credit/PE15%
Liquid Cash/Treasury15%
Phase 2 RoadmapComing Soon
VELA AI Wealth Assistant
Verlak Embedded Learning Assistant
Vela will handle routine account balance enquiries, run goal forecasts, and flag rebalancing alerts directly on your dashboard. Designed to augment, never replace, your partner advisors.
• Dynamic portfolio queries • Tax impact calculations