Financial Planning Summary

Dear Krishna,
Greetings from Max Life Insurance!
Basis the information shared by you, we bring to you complete analysis to help plan for financial needs efficiently
and secure the future for your family.

Basic details
Your Age: 30 Year

Your current Annual Salary: Rs 10,80,000

Sreehan Age: 4 Year

Qualification and Stream chosen: UG-Engineering

Country Chosen: US

Your child's age when money is needed: 18 Year

Your Investment Risk Preference: Medium

Life's BIG Goals

Krishna
You will need to save 3,05,20,590

Rs 1,07,391
Every month for next

14Yrs 23,51,340

Assuming at:
Gap
Rs 2,81,69,249
4% INFLATION RATE

6% RATE OF RETURN
2021 2028 2035

Child Education

Total Saving Required Rs 3,05,20,590

Saving Till Date Rs 23,51,340

Gap in achieving Rs 2,81,69,249

Monthly Payout Rs 1,07,391

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