BM Wealth
Live IntelligenceYour financial command center — live market context and education-first insights.
Good morning.
📅 Sunday, 19 July 2026·🕐 6:10 AM IST·Banks ClosedSunday·Next holiday: Independence Day (Saturday, 15 August, 27 days)
Good morning.
Private Client Dashboard • Tier: Private • Since: —
Portfolio snapshot: —(vs invested; local snapshot)
💎Premium Client
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Total Invested
—
Set a portfolio snapshot to see numbers
Current Value
—
—
XIRR
—
—
Risk Score
Moderate
Equity 58% allocation
Allocation Overview
Allocation + snapshot (saved locally)
UpdatedNot set
—
Set snapshot
Equity
58%
Debt
24%
Gold
8%
Cash
10%
Intelligence Hub
LIVE
Personalized context & actions
Concierge Brief
Quick setup to unlock better relevance.
Snapshot: — • Active: —
Set a portfolio snapshot0 tickers • 0 goals
Add your watchlist0 tickers • 0 goals
Add a goal0 tickers • 0 goals
This is informational and context-building only.
Smart Alerts
Priority items detected from your context
Watchlist is empty
Add tickers to highlight relevant deals and headlines across the hub.
MED
No goals saved yet
Add a goal so the hub can stay oriented to intent over noise.
INFO
What this means (context)
Narrative summaries tied to live modules
Equity: 0%
Ask Intelligence
Fast explainers (education-first)
—
Best-effort educational explanations. No recommendations.
Goals
Not set
Add a goal to keep the hub oriented to intent.
No goals yet. Add one to track intent.
White-glove support
Wealth Desk
PMS Distribution Support
Priority access
Configure direct WhatsApp/phone/email via NEXT_PUBLIC_WEALTH_DESK_* env vars.
Portfolio Context
LOCALSnapshot + allocation + watchlist (saved locally)
Snapshot
—current
Invested: —
Updated: Not set
Set snapshot to enable portfolio KPIs.
Allocation
Equity 0%
Debt 0%
Gold 0%
Cash 0%
Adjust allocation in the panel above.
Goals
Not set
Target: —
Add a goal to track intent
WATCHLIST
Not set
Add your tickers in “Your tickers” to highlight relevant headlines & deals.
Live Chart — NIFTY 50
TRADINGVIEWReal-time data • Powered by TradingView
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💡 Click the symbol name at top-left to search & change stocks (SENSEX, BANKNIFTY, RELIANCE, TCS, etc.)
Global Markets
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Real-time quotes • TradingView
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Live Intelligence
Live Intelligence provides market context and insights. This is informational content—verify sources and numbers before making decisions.
Useful links: Tools, ITR Filing Help, Blog.