PORTFOLIO

CLIENT NAME PETER

DATE OF COMMENCEMENT Jul-22

GOALS TO ACHIEVE CHILDREN EDUCATION CHILD MARRIAGE

EDUCATION PLANNING FOR KID

HEALTH INSURANCE 3 LACS COVER INCREASEDTO 10LACS

DISABILITY INCOME RIDER NA 50 LACS MIN.
TERM PLAN 50 LACS COVER INCREASE TO 1 CRORE
EDUCATION PLANNING

Childs age 2YRS

Total time frame to reach goal age of 18 16YRS

funds required at age 16

time frame left for investment to achieve the 14 YRS

PRESENT VALUE TAKEN 25 LACS
Future value at 25 birthday 7380409

Recommended Monthly SIP's in MF Equity fund

Mirae Asset emerging bluechip fund 2000

Kotak Emerging Equity Fund 2000
As Midcap Fund Growth 2000
SBI Small Cap Fund Growth 2000
Ass Long Term Equity Fund 2500
Monthly SIP for 14 years 10500
CHILD MARRIAGE HOUSE

DTO 10LACS

TO 1 CRORE

TARGETED AMOUNT REQ AT AGE 16

6446335

FUND MARKET VALUE AT AGE 16

6500000 lacs in 14 yrs with CAGR of 16% p.a.

 MARRIAGE PLANNING FOR KIDS

Childs ge 2YRS

Total time frame left to reach goal age of 25 23YRS

Funds required at age 23

Time frame left for the investment to achieve the 21 YRS

PRESENT VALUE TAKEN 20LACS

FUTURE VALUE AT 25TH BIRTHDAY 17908604.87

RECOMMENDED SIP

HDFC Top 100 Fund 1500

Aditya Birla Sun Life Froutine Equity Fend 1500

Katak Equity Opportunities Fund 1500

Canara REBECO Emerging Equities 1500

SBI Fall Cap Fand 1500

Axis Small Cap Fund 1500

 TARGETED AMOUNT REQ AT AGE 23

15938595

month of commencement FUNDS MARKET VALUE

Jul-22

Jul-22

Jul-22

Jul-22

Jul-22

Jul-22 1,59,38,595
 HOUSE PLAN

Kid will turn 25 years of age in July 2047

Cients age 30yrs

Total time frame left to reach Goal age 5 yrs

Funds required at age 35 lacs

Present Value taken 70 lacs

Future value at 25th year 98,17,862

Time frame left for Investment to achieve goal 5

HOME LOAN DETAILS

Cardening 15% Down Payment at the purchase and rest paid by home loan

Remaining amount to be paid hom home loan, taking interest rate of 8% for 30 years

Required EMI per month

RECOMMENDED SIP AMOUNT

Mirae Asset emerging bluechip fund

SBI Small Cap Fund Growth

Monthly SIP for 5 years 17,000

 TARGETED AMOUNT REQ AT AGE 35

98,17,862

14,72,679

83,45,183

61,234

MARKET VALUE AT 35

15,00,000

Amount invested as 5 years 10.16 lakh which becomes

Rs.15 lakh in 5 years, with CAGR of 15% pa