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Wealth Management
Sample WMS Report

  Asset Class Investment Horizon Expected Returns Conservative Moderate Aggressive Custom
CPOF AWFI Fund 2 8.3% 50% 30% 20% 20%
Stratsbay 2 13% 20% 20% 20% 30%
GOF Equity 16% 17% 20% 30% 40% 30%
Commodity 1.6% 18% 5% 10% 10% 10%
Foreign Ex 1.6% 20% 5% 10% 10% 10%
Other Assets Fixed Deposits 1.2% 6.5% 0% 0% 0% 0%
Asset 2 8% 0.0% 0% 0% 0% 0%
Asset 3   0.0% 0% 0% 0% 0%
Asset 4   0.0% 0% 0% 0% 0%

Given here is a sample Wealth Management data for a client.

Wealth Management Portfolio Details

Equity Fund Composition

Asset Class Exp Returns Weightage
India 3T 20% 80%
Eagle 12% 20%
Model MF (MMF) 15% 0%

AW Fixed Income Fund Composition

AW Fixed Income Exp Returns Weightage
Liquid 6% 20%
Ultra Short Term 7% 10%
Short Term 8% 10%
Gilt ST 8% 12%
Long Term 9% 18%
Income 9% 20%
Credit Opportunity 10% 10%

Historical & Expected Return

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