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MyTaxScore
82/100
↑ 4.75% from last month
MyInvestmentScore
75/100
↓ 2.25% from last month
MyInsuranceScore
90/100
↑ 6.25% from last month
MySavingScore
68/100
↓ 3.50% from last month
AI-Powered Insights
Tax Saving Opportunity
Consider investing in ELSS funds to optimize your tax savings under Section 80C.
Investment Alert
Your portfolio diversification has improved. Consider increasing SIP amounts.
Insurance Coverage Gap
Your health insurance coverage might be insufficient. Review your policy.
Quick Actions
MyTaxScore™
Last updated: March 15, 2024
↑ 4.75% from last assessment
Tax Efficiency
Deduction Utilization
Compliance Score
Tax Saving Recommendations
Section 80C Optimization
Potential to save ₹35,000 more through ELSS investments
HRA Benefits
Submit rent receipts to claim additional ₹24,000 deduction
NPS Investment
Additional tax benefit of ₹50,000 under Section 80CCD(1B)
Action Items
MyInvestmentScore™
Last updated: March 15, 2024
↓ 2.25% from last assessment
Equity
Debt
Gold
Cash
Investment Analysis
Portfolio Diversification
Your portfolio shows good sector diversification but needs geographical diversification
Risk Assessment
Current risk level is moderate. Consider rebalancing for better risk-adjusted returns.
Returns Analysis
Your portfolio has delivered 12.5% CAGR over the last 3 years
Top Performing Assets
Recommendations
MyInsuranceScore™
Last updated: March 15, 2024
↑ 6.25% from last assessment
Life Insurance
Health Insurance
Vehicle Insurance
Critical Illness
Coverage Analysis & Recommendations
Life Insurance Status
Your life coverage is optimal at 15x annual income
Health Insurance Gap
Consider increasing coverage to ₹15L given rising healthcare costs
Critical Illness Coverage
Urgent: Increase critical illness coverage to at least ₹1 Cr
Premium Overview
Action Items
MySavingScore™
Last updated: March 15, 2024
↓ 3.50% from last assessment
Monthly Savings Rate
Emergency Fund
Debt to Income
Financial Goals
Savings Analysis & Goals
Emergency Fund Alert
Need to build additional 2.5 months of expenses in emergency fund
Debt Management
Your debt-to-income ratio is healthy. Continue maintaining below 30%
Savings Potential
You can increase monthly savings by ₹15,000 by optimizing expenses
Financial Goals Progress
Action Items
Rahul Sharma
Premium Member since 2022
Personal Information
Rahul Sharma
rahul.sharma@example.com
+91 98765 43210
15 March 1985
ABCDE1234F
123, Park Street, Mumbai - 400001
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Annual Tax Analysis 2024
Generated on March 15, 2024
Q1 Investment Performance
Generated on March 10, 2024
Insurance Coverage Review
Generated on March 5, 2024