Client Name Mr.

Peter
Date of Commencement Jul-22
Present Age 2 years
Goals to achieve Child Education
Present Value Rs 25 Lakhs

Financial Assessment Report

Risk Protection Planning
Present Coverage
Health Insurance Cover Rs 3 Lakhs
Disability Income Order Not in portfolio
Term Plan Rs 50 Lakhs

Son will turn 16 years of age in April 2036 Education Planning for Son
Son's Age 2 years
Total time frame left to reach Goal age 18 16 years
Funds required at age 16
Present value taken Rs 25 Lakhs
Future Value at 18th year ₹ 13,277,235.83
Time left for investment to achieve the goal 14

Recommended Monthly SIP in Mutual Equity Fund Amount p.m. SIP Date
0
0
0
0
0
0

Monthly SIP for 14 years

CAGR considered in SIP: 16%

In Liquid Funds or Bank FD: 6%

When the child turns 16 years of age, we highly

recommend to redeem the fund with approx value
of Rs 1,07,76,102.45 in July 2036 and then
reinvest /park the amount in liquid funds or bank
FDs for the next 2 years and expect a return of 6%

Child Marriage Planning

Child Age 2 years
Total time frame to reach 25 23 years
Funds reuired at age 23
Time left for investment to achieve the goal 21 years
Present Value Rs 20 Lakhs
Future Value at age of 25 ₹ 17,908,604.87
 Monthly Income
Less: Monthly Expenses
Less: EMI
Remaining amount to invest
Child Marriage Planning Buying a house
Rs 20 Lakhs Rs 70 Lakhs

nancial Assessment Report

Risk Protection Planning
Recommended
Rs 10 Lakhs
Rs 50 Lakhs minimum
Rs 10 Lakhs

Education Planning for Son Targeted amount at the age of 16

₹ 10,776,102.45

Date of Commencement Fund Market Value at age of 16

Amount invested in 14 years is Rs xx lakhs, which becomes Rs xx lakhs in

14 years with CAGR of 16%

Expected maturity amount in July 2036 ₹ 10,776,102.45

Expected maturity amount in July 2038 ₹ 12,108,028.71

Child Marriage Planning

100000
40000
30000
30000