Business plan v7

📈 Enterprise Growth

Current AUM (₹ Lakhs)

Referral Co-efficient (K-Factor %)

Leads / Month

Monthly SIP / Lead (₹)

🏗️ Scale & Leverage

SIP Step-Up (Annual %)

AUM Churn (Annual %)

Strategy Mode Wealth Creation (New Tax Regime Focus) Traditional (Tax Saving Focus)

⏱️ Projection

Horizon 3 Years (36M) 5 Years (60M) 10 Years (120M)

Market Shock Month

10-Year Exit Valuation (EBITDA 8x)

Calculating enterprise value...

₹0

Terminal AUM

₹0

Monthly Net EBITDA

₹0

Staff Headcount

1

Annual Trail

₹0

Month	AUM (Cr)	Organic New (L)	MF Trail	Ins. Income	Staff/OpEx	EBITDA	Event