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Help TopicsDashboardGeneral DashboardWhy Is My Net Worth And Curren...

Why is my Net-worth and current value different on dashboard?

Your Net Worth represents the total value of all your investments, including both transactionable and non-transactionable products.

On the other hand, Current Value reflects only the total value of transactionable products such as:

  • Mutual Funds (MF)
  • Portfolio Management Services (PMS)
  • Alternative Investment Funds (AIF)
  • Fixed Deposits (FD)
  • Recurring Deposits (RD)

Since Net Worth includes assets that may not be actively traded or managed through the platform, it may differ from the Current Value displayed on your dashboard.

networth.webp
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Why is my Net-worth and current value different on dashboard?

Your Net Worth represents the total value of all your investments, including both transactionable and non-transactionable products.

On the other hand, Current Value reflects only the total value of transactionable products such as:

  • Mutual Funds (MF)
  • Portfolio Management Services (PMS)
  • Alternative Investment Funds (AIF)
  • Fixed Deposits (FD)
  • Recurring Deposits (RD)

Since Net Worth includes assets that may not be actively traded or managed through the platform, it may differ from the Current Value displayed on your dashboard.

networth.webp
Was this article useful?
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