Asset Allocation Calculator
An educational equity–debt–gold mix for your profile.
Your details
yrs
18 yrs80 yrs
15
yrs
1 yrs30 yrs
₹
₹10,000₹10,00,00,000
Equity
68%
Debt
22%
Gold
10%
Equity amount
₹6,80,000
Debt amount
₹2,20,000
Gold amount
₹1,00,000
- Debt
- Equity
- Gold
Your next step
Turn this projection into a plan.
A free, no-obligation review with Aman Sehgal, CFP — your result is shared so we can prepare.
Planning milestones
- 1Rebalance once a year or when any asset drifts 5%+ from target
- 2Shift gradually towards debt as the goal comes within 3 years
Assumptions
- Rule-of-thumb model: equity starts at (100 − age), adjusted for risk appetite and capped by horizon.
- This is an educational illustration, not personalised investment advice.
Illustrative only. Projections use the assumptions shown and are not guaranteed. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. These tools are educational and are not personalised investment advice. Unnati Investments is an AMFI-registered mutual fund distributor (ARN-302589).