Asset Class Asset sub class

Equity
1 Equity Mutual Funds
2 Stocks
3 ULIP Equity
4 Other
Total

Debt
1 PF and PPF
2 LIC
3 NSC
4 FD
5 Debt Funds
6 Bonds
7 Other
Total

Liquid
1 Liquid Funds
2 SA Balance
3 Other
Total

Commodity
1 Physical Gold
2 Gold ETF
3 Bitcoin
4 Other
Total

Real Estate
1 Flat
 2 Shop
3 Plots
4 Other
Total

Market Value of Current Assets

Equity 10,000
Debt 400,000
Liquid 100,000
Commodities 600,000
Real Estate 5,000,000

Total 6,110,000
Existing Asset Allocation Monthly Investments

₹0 ₹20,000
₹10,000
₹0
₹0
10000

₹400,000 ₹5,000
₹0
₹0
₹0
₹0
₹0
₹0
₹400,000

₹0
₹100,000
₹0
₹100,000

₹600,000
₹0
₹0
₹0
₹600,000

₹5,000,000
 ₹0
₹0
₹0
₹5,000,000

Current Asset Allocation Expected Market Value

0.2% ₹1,325,600
6.5% ₹2,318,400
1.6% ₹63,200
9.8% ₹440,000
81.8% ₹2,350,000

6,497,200
Lumpsum Investment Redemption Expected
Expected

₹1,000,000

₹2,240,000

₹40,000

₹200,000

₹3,000,000
New Expected Asset Allocation

20%
36%
1%
7%
36%
 New Asset Allocation (Expected
Expected Returns after 1 year) - Approximations

12% ₹1,314,400
12% ₹11,200
9% ₹0

₹1,325,600

8% ₹494,400
7% ₹0
7% ₹0
7% ₹0
7% ₹2,318,400
7% ₹0

₹2,318,400

6% ₹0
4% ₹63,200

₹63,200

8% ₹440,000
8% ₹0
0% ₹0

₹440,000

10% ₹2,350,000
10% ₹0
10% ₹0

₹2,350,000
 Current Asset Allocation

Debt; 6.55%

Equity; 0.16%
Liquid; 1.64%
Commodities; 9.82%

Real Estate; 81.83%

New Expected Asset Allocation

Equity; 20.40%
 Equity; 20.40%

Real Estate; 36.17%

Commodities; 6.77%
Liquid; 0.97%
Debt; 35.68%
t Asset Allocation

Debt; 6.55%

Equity; 0.16%
Liquid; 1.64%
Commodities; 9.82%

ected Asset Allocation

Equity; 20.40%
 Equity; 20.40%

6.77%
d; 0.97%
Debt; 35.68%