Business plan v5

Growth Engine

Leads / Month

Conversion Rate (%)

Avg SIP (₹)

SIP Step-Up % (Annual)

Retention & Reality

AUM Churn % (Annual)

Ins. Persistency %

Assets & OpEx

Current MF AUM (₹ Lakhs)

Monthly Insurance Premium (₹)

Monthly OpEx (₹)

Expense Inflation % (Annual)

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 Goal: ₹1L Monthly Profit

Checking status...

ETA: ---

Final AUM

₹0

Total Profit: ₹0

Net Monthly Profit

₹0

Margin: 0%

Business Valuation

₹0

MF (2.5x) + Ins (1.5x)

Survival Status

Month 0

Cash Status

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