Demo Client

demo1

Risk profile

moderate

Portfolio value

₹3,22,775

Single-stock limit

10%

Sector limit

25%

Concentration limit breached

RELIANCE at 81.6%, TCS at 18.4% — over the 10% single-stock limit.

Holdings

Symbol	Sector	Qty	Price	Market value	% of portfolio
RELIANCE	Energy	200	₹1,317	₹2,63,400	81.6%
TCS	—	25	₹2,375	₹59,375	18.4%

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