INVEST IN ME ACTIVITY

Month Beginning: January 2022

1. Name of the Individual: Vishal Marhatta

2. Seed Money Given:

3.Family Income (Annual): 24 lakhs

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Expenditure Details:

Regular: 10 lakhs

Entertainment: 60 thousand

Education: 2 lakhs

Others: 60 thousand

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Investment Details:

Gold: 1 lakh (Considered as a very good investment in family)

Mutual Funds: 1 lakh (better returns than savings account, less risky than share market, less research
required that saves time and effort)

Property: 0

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Lock In Investments:

National Pension Scheme: 0

National Savings Scheme: 0

Provident Fund Scheme: 50 thousand (used as a tax saving instrument)

Insurance Scheme: 40 thousand (saves tax and secures us for future financially)

Fixed Deposit:

Recurring Deposit: 2 lakhs (money is saved for future use)