Fund Plan Cockpit
Bhalla Family Office
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Overview
10-Year Fund Plan
Plan Status
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—
At Risk
Monitor
Healthy
Opening Capital
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Total ESOP
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Total Outflows (10yr)
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Investment Returns (10yr)
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10-Year Trajectory — Closing Balance
Annual Outflows by Category
Living
Property
Entity
Other
Key Insights
Inflows vs Outflows
Year Waterfall
10-Year Summary
Allocation & Blended Return
Bucket Activation Timeline
Returns by Bucket
Capital Deployed — Select Year
Initial Corpus
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Y10 Corpus
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Break-even ROI
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Real Growth (10yr)
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Flow — Gross Returns → Tax → Net vs Draws
10-Year Corpus Trajectory
Asset Allocation
Side by Side
Sensitivity
Compare Current vs Saved Scenario
Trajectory Overlay
Current
Saved Scenario
Sensitivity Tornado — Impact of ±10% on Y10 Closing
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India Corpus (₹ Crore)
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