Rohan Trivedi
9024363709
rohantrvd86@gmail.com
26 Dec 1986
SERVICE
SINGLE
AXXPT8119P
INDIVIDUAL
Verified
Active
S/O BAL KRISHNA TRIVEDI , 352, I - BLOCK, SECTOR 14
-, -, - - -
General Information : General information for your lead
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Status
Customer
Source
Facebook
Default Language
System Default
Privacy
Private
Created
26 MAY, 2023
Assigned
Alexandra Della
Lead By
Green Cute - Website design and development
Tags
VIPHigh RatedPromotionsTeamUpdates
Description
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Preferred Bank
  • Bank : STATE BANK OF INDIA
  • IFSC Code : SBIN0016178
  • Account Type : SAVINGS
  • Account Number : 61081068017
  • Bank Record Name : Rohan Trivedi
Mandate Not Register
Invested
₹7,999.90
Current Value
₹7,545.40
Gain / Loss
₹-454.50
Return
-5.68%
Scheme Folio Invested Current Gain/Loss Return % Units Last Txn
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
Sector - Healthcare
 1001006022 ₹2,000.00 ₹1,867.81 ₹-132.19 -6.61% 143.270
Buy Transactions
Date Type Amount Units NAV
25-Feb-2026 Sip ₹2,000.00 143.2700 13.959
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
Equity - Other
 6397560/31 ₹2,000.00 ₹1,894.87 ₹-105.13 -5.26% 153.767
Buy Transactions
Date Type Amount Units NAV
25-Feb-2026 Sip ₹2,000.00 153.7670 13.006
Aditya Birla SL Nifty India Defence Index Fund-Reg (G)
Index Funds
 1049534186 ₹2,000.00 ₹1,856.74 ₹-143.26 -7.16% 174.502
Buy Transactions
Date Type Amount Units NAV
25-Feb-2026 Sip ₹2,000.00 174.5020 11.461
ITI Mid Cap Fund Regular - Growth
Mid-Cap
 3107442055 ₹1,999.90 ₹1,925.98 ₹-73.92 -3.7% 91.626
Buy Transactions
Date Type Amount Units NAV
25-Feb-2026 Sip ₹1,999.90 91.626 21.827
Units Alloted Successfully

Units 174.502 has been alloted in SIP of Aditya Birla SL Nifty India Defence Index Fund-Reg (G) of amount ₹2000 on 26-Feb-2026

₹2,000.00
New
Units Alloted Successfully

Units 153.767 has been alloted in SIP of BANDHAN INNOVATION FUND REGULAR PLAN GROWTH of amount ₹2000 on 26-Feb-2026

₹2,000.00
New
Units Alloted Successfully

Units 143.270 has been alloted in SIP of WhiteOak Capital Pharma and Healthcare Fund-Reg (G) of amount ₹2000 on 26-Feb-2026

₹2,000.00
New
Units Alloted Successfully

Units 91.626 has been alloted in SIP of ITI Mid Cap Fund Regular - Growth of amount ₹2000 on 26-Feb-2026

₹2,000.00
New

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