Portfolio Goals Percentag

Si. No Returns Instruments 2020 2030 2040 2020

1 10% Real Estate 0 30 100 0%
2 12% Gold 2 15 50 20%
3 8% PF 3 20 80 30%
4 10% NPS 0 10 50 0%
5 8% SSA 0 10 30 0%
6 12% MF 2 15 120 20%
7 15% Shares 3 0 25 30%
Amount in Lakhs 10 100 455 100

Si. No Description Cost Timeline

1 Emergency Savings/ Insurance 300000 2022
2 Holidaying at London 500000 2024
3 Own a Independent House 4000000 2025
4 New Startup 2500000 2030
5 Child Education 2500000 2036
6 Retirement 52500000 2040
7 Child Marriage 5000000 2043
67300000

1979
Year 2022 2023 2024
Age
300000 500000
Si. No Returns Instruments
1 10% Real Estate
2 12% Gold
3 8% PF
4 10% NPS
5 8% SSA
6 12% MF
7 15% Shares
Amount in Lakhs
Percentage
2030 2040
30% 22%
15% 11%
illiquid Asssets
20% 18%
10% 11%
10% 7%
15% 26%
Liquid Assets
0% 5%
100 100

Priority Investments Returns Amount to Invest

Bank 6.50% 25000
MF 12% 8000
Shares, Loan 15%
MF 12% 11000
SSA 7.60%
PF, NPS, Shares 10%
Gold 8.50% 8000

2025 2030 2035 2040

25 27.5 30 32.5 35 37.5 40 42.5
4000000 2500000 2500000 52500000
 2045 2050 2055 2060 2065
45 47.5 50 52.5 55 57.5 60 62.5 65
5000000 100