Here we will look at various case studies with portfolio balancing and income distribution over the years

Corpus 5.00Cr MF 3.00Cr Passive 55k pm | Target 50Cr by age 50 (2038)

ACTUAL

PROJECTED

2023 Case Studies

Networth 6.75Cr Corpus 5.00Cr Passive 16.8Lpa

CorpusNet WorthChannelPassive Income
35%175FD7.2
25%125Stocks2.4
18%90Mutual Funds2.4
15%75PPF
7%35REITs
175Real Estate4.8

CTC 40Lpa InHand 2.3Lpm

AnnualMonthly
6.0L50kSavings
7.2L60kExpenses
6.0L50kRent+
6.0L50kEducation
2.4L20kVacations