Business plan v3

Growth Engine

Leads per Month

Conversion Rate (%)

Avg SIP per Client (₹)

SIP Annual Step-Up %

Assets & OpEx

Current MF AUM (₹ Lakhs)

Insurance Premium/Month (₹)

Monthly Expenses (₹)

Opening Cash Buffer (₹)

Scenarios

Mkt Shock Month (0=None)

Market Condition Bull Case (12%) Base Case (8%) Bear Case (-5%)

Projection Period 24 Months 36 Months 60 Months

Target: ₹1L Profit/Month
Calculating AUM target...

Final AUM

₹0

Net Monthly Profit

₹0

Business Valuation

₹0

MF (2.5x) + Ins (1.5x)

Break-even Month

Month 0

Cash Status

Month	AUM	MF Trail	Ins. Income	Expenses	Net Profit	Cumul. Cash