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  • SR No Your Life Goals Need/Wish Duration Priority

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    Anubhav Gupta
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    This document contains a table that outlines three life goals: buying a house, taking a vacation abroad, and retirement savings. It lists each goal's need/wish designation, expected duration to achieve the goal, priority level, present value, time to achieve the goal in years, expected inflation rate, and the future estimated value of achieving the goal accounting for inflation. The goals range from short to long term, with buying a house and retirement savings listed as needs and the highest priorities, and vacation abroad as a wish of medium priority and shortest duration.

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    goal matrix

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    TFF

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    This document contains a table that outlines three life goals: buying a house, taking a vacation abroad, and retirement savings. It lists each goal's need/wish designation, expected duration to achieve the goal, priority level, present value, time to achieve the goal in years, expected inflation rate, and the future estimated value of achieving the goal accounting for inflation. The goals range from short to long term, with buying a house and retirement savings listed as needs and the highest priorities, and vacation abroad as a wish of medium priority and shortest duration.

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    Download as XLSX, PDF, TXT or read online from Scribd
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    5 views2 pages

    SR No Your Life Goals Need/Wish Duration Priority

    Uploaded by

    Anubhav Gupta
    This document contains a table that outlines three life goals: buying a house, taking a vacation abroad, and retirement savings. It lists each goal's need/wish designation, expected duration to achieve the goal, priority level, present value, time to achieve the goal in years, expected inflation rate, and the future estimated value of achieving the goal accounting for inflation. The goals range from short to long term, with buying a house and retirement savings listed as needs and the highest priorities, and vacation abroad as a wish of medium priority and shortest duration.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    of 2

    SR NO YOUR LIFE NEED/WISH DURATION PRIORITY

    GOALS

    1 BUY A HOUSE NEED MEDIUM TERM HIGH

    2 VACATION ABROAD WISH SHORT TERM MEDIUM

    3 RETIREMENT CORPUS NEED LONG TERM HIGH


    PV OF GOAL TIME TO EXPECTED FUTURE
    (Rs) ACHIEVE INFLATION VALUE OF GOAL
    GOAL RATE (Rs)
    (Years) (%)

    50 LACS 10 8% 107.95 LACS

    2 LACS 1 6.50% 2.13 LACS

    100 LACS 30 10% 1744.94 LACS

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