Turn a client's circumstances and priorities into an illustrative eight-pool blueprint — in % and ₹. Every number is editable.
Advisor-led — a starting framework for the conversation, not a recommendation.
The client
Appetite
Purpose carve-outs — taken off the top
The blueprint
Eight-pool allocation
Total 100% · —
Illustrative and for discussion only — not investment, tax or legal advice, and not a recommendation to buy or sell any security or product. Suitability, minimums (e.g. AIF/PMS), and regulatory limits (e.g. LRS) depend on each client's circumstances. Figures assume the full corpus is invested as shown and ignore fees, taxes and market movement. Confirm every allocation with the client and a registered investment adviser before acting.