Portfolio Summary
It gives you a condensed view of your complete investment portfolio.- Future Capital Portfolio represents the part of your portfolio, that's invested through Future Capital.
- Non Future Capital Portfolio represents the part of your portfolio that's invested through distributors other than Future Capital.
- Total Loans represents loans & liabilities in your portfolio.
- Net worth is the sum of your Future Capital Portfolio & Non Future Capital Portfolio, less Total Loans.
- Total Relationship Value With Future Capital : Total net worth of your transactions and dealings with Future Capital is taken into consideration here.
- Life Insurance – Sum Assured : It is the minimum amount that is guaranteed (payable) to the family or nominees of the life assured, upon the concerned person's death.
The Blue bar indicates percentage of assets allocated to various asset classes, as recommended by your Wealth Manager.
The Yellow bar indicates the actual percentage of assets allocated to various asset classes currently. 
The Green bar indicates percentage assets allocated to various asset classes as preferred by you (if stated by you in the Customer Information Form).