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
Corpus
Net Worth
Channel
Passive Income
35%
175
FD
7.2
25%
125
Stocks
2.4
18%
90
Mutual Funds
2.4
15%
75
PPF
7%
35
REITs
175
Real Estate
4.8
CTC 40Lpa InHand 2.3Lpm
Annual
Monthly
6.0L
50k
Savings
7.2L
60k
Expenses
6.0L
50k
Rent+
6.0L
50k
Education
2.4L
20k
Vacations