Anurag, a user of the Grow App, discussed his diversified investment portfolio, which includes mutual funds, fixed deposits, real estate, and NPS. He tracks his net worth using an Excel sheet to understand his financial status and growth, but expressed interest in potentially using Grow for this purpose if it could consolidate his tracking needs. Anurag also suggested integrating a goal tracker with the net worth tracking feature.

AI: Hi. I'm Amy, an AI research researcher trying to understand more about you and your experience with Grow App. Please tell me more about you. What's your name? User: Hello, AI: Hi there. Thanks for joining me today. Could you start by telling me your name? User: Anurag. AI: Nice to meet you, Anurag. Let's dive right in. Do you invest in stocks, mutual funds, or both? User: Mutual funds. AI: Great. Outside of growth, do you have any other types of assets or investments, such as fixed deposits, real estate, NPS, etcetera? User: Yeah. All of them. AI: That's quite diversified. Do you feel the need to track your net worth and what are your thoughts on this? User: I do. I usually maintain this in an Excel sheet, updated once in few months. AI: Interesting. Why do you feel the need to track your net worth? User: I want to get a sense of where I am in the financial journey. AI: That makes sense. How does tracking your net worth help you in your financial journey? User: Safe, secure ideal AI: Got it. When you track your net worth, what specific aspects or details are you most concerned with? User: The state and the growth. AI: Understood. You mentioned you use an Excel sheet to track your net worth. What do you like about using Excel for this purpose? User: It gives a easy view and tells me about the past as well. AI: What led you to start tracking your net worth in the first place? User: I wanted to know what's the status of my investments and assets AI: Do you consider assets like fixed deposits provident funds, and pensions as part of your net worth? Why or why not? User: They are part of my network because when need be, I'll be able to use them. AI: If you could track your net worth on Grow, how would that make you feel? User: Good. I don't want to use 1 more platform to track it. I already use a platform called Fi. But if it is available on Gro, then I might not need to use 5. AI: That's helpful to know. What are your top concerns when it comes to tracking your net worth? User: Sometimes the data is off. Very difficult to check the accuracy. AI: Thank you for sharing that, Anurag. It's been very insightful to understand your needs. And concerns around tracking net worth. Is there anything else you'd like to add about your experience or thoughts? On this topic, User: Would be great if it can be combined with a goal tracker. AI: That's a valuable suggestion, Anurag. Thank you for your time and insights today. It was great talking to you.