Business plan v6

📊 Strategic Scenario Comparison

Parallel projection of your business across different market cycles.

🚀 Growth Engine

Current Client Count

Leads / Month

Conversion Rate (%)

Avg SIP per Client (₹)

SIP Step-Up % (Annual)

📉 Retention & Reality

AUM Churn % (Annual)

Insurance Persistency %

💰 Assets & OpEx

Current MF AUM (₹ Lakhs)

Monthly Insurance Premium (₹)

Monthly Operating Expenses (₹)

Expense Inflation % (Annual)

Opening Cash Buffer (₹)

🎯 Scenarios

Market Shock Month (0=None)

Market Condition Bull Case (15%) Moderate Bull (10%) Base Case (8%) Conservative (5%) Bear Case (-5%)

Projection Period 12 Months 24 Months 36 Months 60 Months

🎯 Annuity Goal: ₹1,00,000 Monthly Profit

Checking status...

ETA: ---

Final AUM

₹0

Total Profit: ₹0

Monthly Profit

₹0

Margin: 0%

Active Clients

0

Growth: 0%

Break-Even Status

---

Cash Status

Business Valuation

₹0

MF (2.5x) + Ins (1.5x)

Month	Clients	AUM (L)	MF Trail	Ins. Income	OpEx	Net Profit	Cash