Asset Allocation Planner
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Target allocation
100% / 100%Total portfolio value₹9.5 lakhExact amount: ₹9,50,000.00Current cash is included in this total.
52.6%Equity
- Equity₹5,00,000 52.6%
- Debt / fixed income₹3,00,000 31.6%
- Gold / commodities₹1,00,000 10.5%
- Cash / liquid₹50,000 5.3%
Rebalancing
Entered targets total 100%. No scaling is needed. Effective percentages are shown to 5 decimals; trades use full precision.
| Asset | Target mix | Target value | Action |
|---|---|---|---|
| Equity | Entered 60%Effective 60% | ₹5,70,000 | Buy ₹70,000 |
| Debt / fixed income | Entered 30%Effective 30% | ₹2,85,000 | Sell ₹15,000 |
| Gold / commodities | Entered 10%Effective 10% | ₹95,000 | Sell ₹5,000 |
How purchases are funded
Current cash₹50,000
Sales₹20,000
Available to buy₹70,000
Purchases₹70,000
Cash after trades₹0
Manual illustration only. Taxes, fees, spreads and minimum trade sizes are excluded. No trade is placed; this is not investment advice.