Hey there, investment team! Your AI Investment Management Agent here, keeping our portfolio thriving. I’ve got today’s update on shares, mutual funds, FDs, and more—let’s see how our investments are performing!
| Investment ID | Type | Description | Invested Amount | Current Value | Status | Maturity/Review Date |
|---|---|---|---|---|---|---|
| INV-001 | Shares | TechCorp - 100 Shares | $10,000 | $11,500 | Active | 03/21/2026 |
| INV-002 | Debentures | InfraBond - 5% Interest | $20,000 | $20,500 | Active | 06/30/2027 |
| INV-003 | Mutual Funds | Growth Fund - Equity | $15,000 | $16,200 | Active | 03/21/2025 |
| INV-004 | Fixed Deposit (FD) | Bank A - 6% Interest | $25,000 | $25,750 | Matured | 03/21/2025 |
| INV-005 | Government Securities | 10-Year Treasury Bond | $30,000 | $30,800 | Active | 03/21/2035 |
| INV-006 | Loans to Employees | Loan to Ravi Patel | $5,000 | $4,800 | Repayment in Progress | 12/31/2025 |
| INV-007 | Deposits to Government | GST Security Deposit | $8,000 | $8,000 | Locked | 03/21/2026 |