Asset Location Checklist

Portfolio Utility

Asset Location Checklist

Helps users review where direct stocks, funds, ETFs, and alternatives sit inside the broader portfolio and where concentration may be building.

Tool detail truth

This tool detail route is useful right now, but saved continuity still depends on public release

Use Asset Location Checklist confidently for public utility value, while keeping auth continuity, premium workflow promises, and support follow-through honest until those live paths are fully verified.

Signed-in continuity is active enough to carry Asset Location Checklist usage into account and workspace flows.

Commercial billing is intentionally scheduled later during private beta, so missing Razorpay inputs should not be treated as a blocker here.

Support delivery is still not fully active, so tool-detail support expectations should stay conservative.

Open pricing Open support continuity

Support registry rows

In progress

Blocked

Support continuity

amitbhawani@gmail.com

Tool-detail usage is now framed against the real support and continuity posture instead of a cleaner utility-only shell.

Access

Free

Typical input

Current holdings mix across products

Outcome

Supports recurring portfolio check-ins and better wealth-product recommendations later.

Interactive tool

The strongest free utilities need to work immediately, not only describe the value around them. This panel loads the live tool experience directly inside the Riddra route.

This tool now has a real interaction panel on the roadmap. The first live calculator set is being rolled out for position sizing, IPO lots, and SIP goal planning before the rest of the utility stack gets the same treatment.

Smart query flow

Example query

I hold direct stocks, two mutual funds, one ETF, and one PMS allocation. What should I review?

User enters a natural-language request instead of filling a rigid form first.

Riddra identifies the relevant tool, extracts inputs, and asks follow-up questions only when needed.

Results can then be saved to the user account once signup or login is complete.