Project Rho/
Portfolio Construction & Rebalancing
OPTIMIZER ENGINESovereign Mandate Allocation Engine · Target vs. Current Weights·Synced just now
Total Portfolio ValueLive
₹0.00+₹19,340.21 (+0.78%) Today
Mandate Cap Drift12.0% Cap Breach
+17.0% HDFCBANKCap: 15.0% · Rebalance restores compliance
Total Rebalance Turnover3 Orders
₹3,85,274Turnover ratio: 15.5% of book
Tax Shield Efficiency100% Tax-Shielded
₹0.00 Tax LiabilitySec 112A ₹1.25L exemption + STCG loss offset
Optimization Model Preset
Select mathematical weighting model or adjust individual asset targets below
Rebalance Cashflow Synthesis & Liquidation Progression
Live ModelStacked capital flows across execution phases: Equities Deployed vs. Trims vs. Adds vs. Cash Buffer
Equities Deployed
Liquidation Proceeds
Cash Margin Buffer
Active Phase Capital Stack:Phase 1: Trims
Total Managed Capital: ₹24,85,640Equities Deployed: ₹18,17,800 (73.1%)
Liquidation Capital: +₹4,23,000
Cash Margin Buffer: ₹6,67,840 (26.9%)
Intraday Portfolio Trajectory (Execution Run · 09:15 - 15:30 IST)NSE Real-Time Tick Bridge Active
Target vs. Current Allocation Breakdown
Interact with weight adjusters or let optimization engine trim cap breaches
Target Allocation Sum: 85.0% / 100%
HDFC Bank Ltd.
₹1724.80
IST
+11.20(+0.63%)
Current Allocation:32.0% (₹7,95,405)
Target Allocation:15.0% (₹3,72,846)
Required Delta:-17.0% (₹-4,22,559)
Adjust Target:
15.0%
Reliance Industries Ltd.
₹1342.60
IST
+18.45(+1.39%)
Current Allocation:16.0% (₹3,97,703)
Target Allocation:15.0% (₹3,72,846)
Required Delta:-1.0% (₹-24,856)
Adjust Target:
15.0%
Infosys Ltd.
₹1548.70
IST
-5.90(-0.38%)
Current Allocation:14.0% (₹3,47,990)
Target Allocation:15.0% (₹3,72,846)
Required Delta:+1.0% (+₹24,856)
Adjust Target:
15.0%
Tata Consultancy Services
₹4214.60
IST
+76.50(+1.85%)
Current Allocation:12.0% (₹2,98,277)
Target Allocation:12.0% (₹2,98,277)
Required Delta:0.0% (₹0)
Adjust Target:
12.0%
Sun Pharmaceutical Ind.
₹1768.20
IST
-47.80(-2.63%)
Current Allocation:10.0% (₹2,48,564)
Target Allocation:10.0% (₹2,48,564)
Required Delta:0.0% (₹0)
Adjust Target:
10.0%
Tata Motors Ltd.
₹1042.80
IST
+22.30(+2.18%)
Current Allocation:6.0% (₹1,49,138)
Target Allocation:10.0% (₹2,48,564)
Required Delta:+4.0% (+₹99,426)
Adjust Target:
10.0%
Tata Steel Ltd.
₹148.60
IST
-3.40(-2.24%)
Current Allocation:0.0% (₹0)
Target Allocation:8.0% (₹1,98,851)
Required Delta:+8.0% (+₹1,98,851)
Adjust Target:
8.0%