Business plan v4

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

Annuity Target: ₹1L Profit
Calculating AUM target... Based on Trail + Renewals only

Final AUM

₹0

Total Profit: ₹0

Monthly Profit

₹0

Margin: 0%

Business Valuation

₹0

MF (2.5x) + Ins (1.5x)

Survival Status

Month 0

Cash Status

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