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WealthCues
AR

Accounts

Accounts

12 accounts across 9 institutions. 7 connected, 5 kept up to date by you.

Cash and bank

₹18.5 L

Investments

₹1.32 Cr

Liabilities

₹38.5 L

Net worth

₹1.84 Cr

Employees’ Provident Fund has not updated recently — EPFO publishes balances with a lag. Last passbook entry: 30 Jun 2026.

Cash and bank

₹18.5 L available

HDFC Savings

HDFC ···· 4821

₹6.2 L

Connected13 Sep 2026

ICICI Savings

ICICI ···· 7310

₹4.3 L

Connected13 Sep 2026

Axis Salary Account

Axis ···· 2094

₹2 L

Connected13 Sep 2026

HDFC Fixed Deposit

HDFC ···· 5567

₹5.5 L

Manual10 Sep 2026

Paytm Wallet

Paytm ···· 9910

₹50 K

Manual11 Sep 2026

Investments

₹1.32 Cr across brokerage, mutual fund and retirement accounts

Zerodha Demat

Zerodha ···· 9021

₹54.6 L

Connected13 Sep 2026

Kuvera Mutual Fund Folio

Kuvera ···· 3364

₹53.4 L

Connected13 Sep 2026

Employees’ Provident Fund

EPFO ···· 0117

₹16 L

Manual30 Jun 2026

NPS Tier-I

NPS ···· 8842

₹8 L

Connected12 Sep 2026

Liabilities

₹38.5 L outstanding

SBI Home Loan

SBI ···· 4402

−₹31.2 L

Manual5 Sep 2026

HDFC Car Loan

HDFC ···· 8815

−₹5.4 L

Manual7 Sep 2026

HDFC Infinia Credit Card

HDFC ···· 3391

−₹1.9 L

24% of a ₹8 L limit

Connected13 Sep 2026

Automatic account connections

WealthCues is built so an aggregator — Account Aggregator in India, or Plaid, Yodlee, MX and FinBox elsewhere — can populate these accounts directly. The provider interface sits behind the same account model you see here, so connected and manual accounts behave identically everywhere else in the product. Automatic connections are not enabled in this demo.

Assets tracked by value

Things without a balance or a ticker.

2BHK Apartment, Baner, Pune

Let out at ₹22,000 per month. Valuation is your own estimate — update it when you get a fresh one.

₹72 L

Your estimate

WealthCues gives you information and decision support. It is not financial, investment, tax or legal advice.