Ruchi Trivedi
7665932978
ruchimayatrivedi@gmail.com
25 Aug 1988
SERVICE
SINGLE
AHKPT4183C
INDIVIDUAL
Verified
Active
W/O ROHAN TRIVEDI , 352, I - BLOCK, SECTOR - 14
-, -, - - -
General Information : General information for your lead
Edit Lead
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 : 51103166154
  • Bank Record Name : Ruchi Trivedi
Mandate Not Register
Invested
₹19,999.65
Current Value
₹19,327.28
Gain / Loss
₹-672.37
Return
-3.36%
Scheme Folio Invested Current Gain/Loss Return % Units Last Txn
HDFC Gold ETF Fund of Fund - Growth Option
Sector - Precious Metals
 35723439/36 ₹1,000.00 ₹1,001.92 ₹1.92 0.19% 21.806
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹1,000.00 21.8060 45.856
Aditya Birla SL Nifty India Defence Index Fund-Reg (G)
Index Funds
 1049517037 ₹2,000.00 ₹1,855.24 ₹-144.76 -7.24% 174.361
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹2,000.00 174.3610 11.470
Bandhan Small Cap Fund Regular Growth
Small-Cap
 6368690/20 ₹5,000.00 ₹4,776.51 ₹-223.49 -4.47% 109.921
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹5,000.00 109.9210 45.485
WhiteOak Capital Large Cap Fund Regular Plan Growth
Large-Cap
 1001000309 ₹5,000.00 ₹4,937.93 ₹-62.07 -1.24% 330.628
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹5,000.00 330.6280 15.122
Invesco India PSU Equity Fund - Growth
Equity - Other
 31031688003 ₹1,999.90 ₹1,902.78 ₹-97.12 -4.86% 29.260
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹1,999.90 29.260 68.350
ITI Mid Cap Fund Regular - Growth
Mid-Cap
 3107431354 ₹4,999.75 ₹4,852.91 ₹-146.84 -2.94% 230.871
Buy Transactions
Date Type Amount Units NAV
20-Feb-2026 Sip ₹4,999.75 230.871 21.656
Units Alloted Successfully

Units 330.628 has been alloted in SIP of WhiteOak Capital Large Cap Fund Regular Plan Growth of amount ₹5000 on 23-Feb-2026

₹5,000.00
New
Units Alloted Successfully

Units 109.921 has been alloted in SIP of Bandhan Small Cap Fund Regular Growth of amount ₹5000 on 21-Feb-2026

₹5,000.00
New
Units Alloted Successfully

Units 174.361 has been alloted in SIP of Aditya Birla SL Nifty India Defence Index Fund-Reg (G) of amount ₹2000 on 22-Feb-2026

₹2,000.00
New
Units Alloted Successfully

Units 230.871 has been alloted in SIP of ITI Mid Cap Fund Regular - Growth of amount ₹5000 on 21-Feb-2026

₹5,000.00
New
Units Alloted Successfully

Units 21.806 has been alloted in SIP of HDFC Gold ETF Fund of Fund - Growth Option of amount ₹1000 on 21-Feb-2026

₹1,000.00
New
Units Alloted Successfully

Units 29.260 has been alloted in SIP of Invesco India PSU Equity Fund - Growth of amount ₹2000 on 21-Feb-2026

₹2,000.00
New

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