Asset Allocation Optimizer
| Current Age | |
| Risk Appetite | |
| Total Investment Amount | ₹ |
Enter your age and risk appetite to analyse your current portfolio allocation. The tab calculates your current and optimal mix across Equity, Debt, Gold & Silver, and Liquid assets
It then highlights allocation gaps and suggests how much to increase or reduce in each asset class to move towards a balanced portfolio.
Recommended Asset Allocation
| Asset Class | Current mix | Optimal Mix | Difference | Optimal Amount (₹) | Action Needed |
|---|---|---|---|---|---|
| Equity Funds/Stocks | % | % | 0% | ₹0 | HOLD |
| FD/Debt Funds | % | % | 0% | ₹0 | HOLD |
| Gold & Silver | % | % | 0% | ₹0 | HOLD |
| Surplus Liquid | % | % | 0% | ₹0 | HOLD |
| Total | 100% | 100% | ₹0 |
Current Mix
28%
46%
18%
8%
Equity Funds/Stocks
FD/Debt Funds
Gold & Silver
Surplus Liquid
Optimal Mix
60%
25%
10%
5%
Equity Funds/Stocks
FD/Debt Funds
Gold & Silver
Surplus Liquid