Total Net Worth
1,874,500 MAD
+32,500 MAD this quarter ↑
Retirement Projection (Monthly)
28,500 MAD
Goal: 35,000 MAD
Property Equity
1,250,000 MAD
+17,500 MAD this quarter ↑
Investment Portfolio (Moroccan Market Focus) Adjust Portfolio
📈
Moroccan Equity Funds (MASI Trackers) 749,800 MAD +2.4%
40% of portfolio Risk: Medium-High Return YTD: 5.8%
📜
Sukuk & Islamic Bonds 468,620 MAD +0.8%
25% of portfolio Risk: Low-Medium Return YTD: 2.1% (Halal Compliant)
🏢
Real Estate Investment Trusts (REITs - Local) 374,900 MAD -0.5%
20% of portfolio Risk: Medium Return YTD: 3.2%
🏦
Cash & Term Deposits (MAD) 281,180 MAD +0.2%
15% of portfolio Risk: Very Low Return YTD: 0.8%
Recent Transactions View All
  • +
    Sukuk Profit Distribution
    May 10, 2025
    +3,452.00 MAD
  • -
    Purchase of Local Equity Fund Units
    May 5, 2025
    -10,000.00 MAD
  • +
    Monthly Investment Contribution
    May 1, 2025
    +5,000.00 MAD
Long-Term Financial Goals (Moroccan Context) + New Goal
🏖️
Comfortable Retirement (Age 60)
1,500,000 / 3,500,000 MAD Target: 35,000 MAD/month
🏡
Purchase Vacation Home (Ifrane)
450,000 / 1,500,000 MAD Target Year: 2030
🎓
Children's Higher Education Fund
350,000 / 500,000 MAD Per Child (Est.)
Retirement Income Projection
Target: 35K MAD
Now 5 Yrs 10 Yrs 15 Yrs At 60
28,500 MAD
Current Projection
6,500 MAD
Monthly Shortfall
Adjust Retirement Plan
Financial Insights (FMEF & Moroccan Context)
💡
Retirement: Consider CIMR or Private Pensions
Explore options like CIMR (Caisse Interprofessionnelle Marocaine de Retraite) or other private pension schemes to supplement your CNSS.
Learn About CIMR
⚖️
Tax Optimization: Real Estate Deductions
If you own rental property in Morocco, ensure you are claiming all eligible deductions (e.g., interest on loans, maintenance).
Moroccan Tax Guide
🌍
Diversification: Consider International Investments
While focusing locally is good, explore diversifying a small portion of your portfolio internationally (if regulations permit and align with your risk profile).
Explore Diversification