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 3 17% 20% 30% 40% 30%
Commodity 2 18% 5% 10% 10% 10%
Foreign Ex 1 20% 5% 10% 10% 10%
Other Assets Fixed Deposits Ladder 6.5% 0% 0% 0% 0%
Asset 2 - 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 ClassExp ReturnsWeightage
India 3T20%80%
Eagle12%20%
Model MF (MMF)15%0%

AW Fixed Income Fund Composition

AW Fixed IncomeExp ReturnsWeightage
Liquid6%20%
Ultra Short Term7%10%
Short Term8%10%
Gilt ST8%12%
Long Term9%18%
Income9%20%
Credit Opportunity10%10%

Historical & Expected Return


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