Advisor

Advisor

2
Needs review1 critical
Manual entry

Health score

98/100

Strong

90d inflow

BDT 0

Next 3 months

12m forecast

BDT 28,310

Current active book

Reinvestment efficiency

--

Reinvest capital + profit

Goal gap

BDT 0

On pace

Best scenario

Max return

Max return scenario

Scenario lab

ModeAllocatedEff. ann.Maturity postureRiskTradeoff

Max return

Fully deployable

BDT 10,00016.83%9.0m weighted term, moderate lock-up.Risk posture stays inside current comfort bands.Pushes harder for annualized return, but concentration pressure rises faster.

Balanced

Fully deployable

BDT 10,00016.83%9.0m weighted term, moderate lock-up.Risk posture stays inside current comfort bands.Balances deployability, return quality, and concentration pressure most evenly.

Safety-first

Fully deployable

BDT 10,00016.83%9.0m weighted term, moderate lock-up.Risk posture stays inside current comfort bands.Gives up some upside to keep protection and diversification cleaner.

Liquidity-friendly

Fully deployable

BDT 10,00012.90%7.0m weighted term, moderate lock-up.Risk posture stays inside current comfort bands.Favors quicker capital recycling over the longest locked-up return lines.

Health / signals

98

Portfolio health

Strong

Diversification

100

Platform and category concentration are staying inside comfort bands.

Liquidity balance

93

Duration ladder remains workable for capital recycling.

Impairment posture

100

Delayed and defaulted positions are not dominating the book.

Protection mix

100

Protected exposure is carrying a reasonable share of capital.

Cash efficiency

100

Returned cash is recycling efficiently.

Strongest positive

Diversification: Platform and category concentration are staying inside comfort bands.

Biggest drag

Liquidity balance: Duration ladder remains workable for capital recycling.

Maturity balance

Near-term maturity ladder is light.

Idle cash efficiency

Returned cash is not building up materially.

Watch

High category concentration

Cash flow forecast

MonthCapital backProfitTotal inflow
Jun 2026BDT 0BDT 0BDT 0
Jul 2026BDT 0BDT 0BDT 0
Aug 2026BDT 0BDT 0BDT 0
Sep 2026BDT 0BDT 0BDT 0
Oct 2026BDT 10,000BDT 950BDT 10,950
Nov 2026BDT 0BDT 0BDT 0
Dec 2026BDT 15,500BDT 1,860BDT 17,360
Jan 2027BDT 0BDT 0BDT 0
Feb 2027BDT 0BDT 0BDT 0
Mar 2027BDT 0BDT 0BDT 0
Apr 2027BDT 0BDT 0BDT 0
May 2027BDT 0BDT 0BDT 0

Reinvestment simulator

16.8% basis
Behavior6m12m24m
Hold cash

BDT 109,819

Profit BDT 6,319

Cash BDT 10,950

BDT 181,502

Profit BDT 18,002

Cash BDT 28,310

BDT 342,732

Profit BDT 59,232

Cash BDT 28,310

Reinvest capital only

BDT 120,082

Profit BDT 6,582

Cash BDT 950

BDT 209,349

Profit BDT 20,349

Cash BDT 2,810

BDT 375,265

Profit BDT 66,265

Cash BDT 2,810

Reinvest capital + profit

BDT 121,057

Profit BDT 6,607

Cash BDT 0

BDT 212,413

Profit BDT 20,603

Cash BDT 0

BDT 378,846

Profit BDT 67,036

Cash BDT 0

Goal planner

Capital target

Simulation basis

Projected

BDT 212,413

Growth

BDT 168,913

Addl. profit

BDT 20,603

Retained cash

BDT 0

Req. / mo

BDT 0

MilestoneProjected capitalAddl. profitRetained cash
NowBDT 43,500BDT 0BDT 0
6mBDT 121,057BDT 6,607BDT 0
12mBDT 212,413BDT 20,603BDT 0

Goal / advisor notes

Best-fit mode

Max return

Scenario basis

Max return scenario

Reinvestment

Reinvest capital + profit

Time to target

1 months

Main blocker

Current pace already covers the stated target.

Next action

Stay disciplined on max return execution.

Recommendation

Current trajectory is ahead of the target. Max return remains the cleanest mode to keep pace without overreaching.