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New Asset Allocation Format

The document shows an individual's current asset allocation across various classes including equity, debt, liquid, commodities, and real estate. It then outlines expected market values, returns, and new asset allocation after lump sum investments and expected redemptions over the next year. The individual's assets are currently heavily weighted in real estate at 81.8% of the total portfolio. After investments and expected returns, the new allocation is projected to see equity increase to 20.4% of the total and real estate decrease to 36.2% while debt increases to 35.7% of the overall portfolio.

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rocky700inr
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82 views12 pages

New Asset Allocation Format

The document shows an individual's current asset allocation across various classes including equity, debt, liquid, commodities, and real estate. It then outlines expected market values, returns, and new asset allocation after lump sum investments and expected redemptions over the next year. The individual's assets are currently heavily weighted in real estate at 81.8% of the total portfolio. After investments and expected returns, the new allocation is projected to see equity increase to 20.4% of the total and real estate decrease to 36.2% while debt increases to 35.7% of the overall portfolio.

Uploaded by

rocky700inr
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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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%

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