Confidential , for Ronnie & Vijaya. A live view of your whole estate: net worth, the investment portfolio, structured notes, insurance and estate planning, the deployment plan, and the retirement projection. Investment prices refresh live from the market feed each time you open the page. Best viewed on a laptop or desktop. Speak to Ari before making any decision.
Net worth at a glance
How the estate is allocated
Investment platforms
Property , net equity
Cash & bank
Currency exposure
Your investment portfolio, consolidated across all three platforms. Each instrument shows as a single line: where you hold, say, Nvidia in both FPI and the USD Ardan, the units are combined here. Tap any line to see the per-platform lots and trades. Live equity and ETF prices refresh from the market feed; fixed deposits, structured notes and platform cash are shown at face value in the final section.
Core strategy , the engine of the plan
The locked core of every monthly cycle: a USD Core 5 on the USD Ardan and a Non-USD Core 4 on the Swiss / EU Ardan. No discretion, no substitution. Live prices, YTD, 1-year and 5-year track record, plus analyst target where available.
USD Core 5 , AP10027469
InstrumentLiveYTD1Y5YTargetWeekly
Non-USD Core 4 , AX10017689
InstrumentLiveYTD1Y5YTargetWeekly
Deployment plan , $110,000 / month
China sleeve , the opportunity set
$12,500 a month into China, fortnightly. The default is iShares MSCI China (2801.HK); the semiconductor option is Global X China Semiconductor (3191.HK). The signal below is each instrument's distance from its recent peak , a deeper discount is a stronger entry. Prices live from the feed. Speak to Ari before any switch.
China ETFsHKD & UCITS lines
InstrumentLiveFrom peakYTD1Y5YSignal
China single stockstech, consumer, energy, financials
$12,500 a month, fortnightly , the best ETFs, stocks and hedges for a durable monthly-drip portfolio. Grouped by theme. Recession hedges are flagged. Anything you already hold is marked held. The default discretionary line is Global Water (DH2O). Prices live from the feed; this is a working shortlist, not a recommendation , speak to Ari.
Structured notes , active
Track record , matured notes
Insurance
Estate planning
Retirement projection , age 55 (2037)
What-if modeller , USD platform
USD start
Annual FB transfer
Return rate
Retire age
Indicative model of the USD platform only, compounding annually with Federal Bank transfers for the first 8 years. Non-USD and FPI add on top.
Vijaya , Ardan AX10021823
Actions & key dates
Ari Wealth · Confidential to Ronnie & Vijaya Varghese · investment prices live from market feed, indicative · figures as at 02 Jun 2026 Prepared by Ari Vinotharajah · speak to Ari before any decision