Sprint R6 Client Portal
Unified Financial Dashboard
Poddar Wealth Management · Unified Wealth Data Model (UWDM)
Total Net Worth (UWDM)
₹0
Total Assets:₹0
Total Liabilities:₹0
Annual 80C Utilization:₹0 / ₹1.5L
Section 80C Tax Optimization Panel
Max deduction limit ₹1,50,000 under Old Tax Regime
Utilized: ₹0Remaining Gap: ₹1,50,000
Tax Saving Strategy Recommendation:You can save up to ₹45,000 in tax (in 30% slab) by filling the remaining ₹1,50,000 80C gap with a high-bonus LIC endowment policy (e.g. Plan 914 Jeevan Labh) or ELSS mutual fund.
Asset Allocation Summary
Real-time tracking of insurance policy maturity cash flows and market investments
Insurance Assets
0 Active Plans
Annual Outlay:₹0
Projected Maturity Cash Flow:₹0
No insurance policies added yet.
Investment Holdings
0 Assets
Invested Capital:₹0
Unrealized Gain:+₹0
No investment holdings added yet.
Goal Progress & Gap Analysis
Track funded amounts vs target goals to identify shortfalls early
No Financial Goals Added
Set up goals for Retirement, Child Education, or Wealth Creation to monitor your funding gap.