RETIREMEN

RETIREMENT OF MR & MRS

PRESENT AGE
WISH TO DELAY RETIREMENT TILL
LIFE EXPECTANCY
PRESENT EXPENSES
EXPECTED INFLATION
YEARS LEFT TO RETIRE
EXPENSES AT RETIREMENT AGE
MONTHLY EXPENSE AT RETIREME
RETURNS EXPECTED POST RETIRE
INFLATION POST RETIREMENT
INFLATION ADJUSTED RETURN
CORPUS REQUIRED AT RETIREME
EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED

FINANCIAL SAFETY NUMBER

LUMPSUM INVESTMENT REQUIRED
REMENT

Rohith

25
60
100
₹1,25,000
6%
35
₹9,60,760.85
 ₹9,60,760.85
8%
6%
1.89%
₹32,17,38,324.10
ESTMENT 12%
QUIRED ₹58,936.89
QUIRED ₹60,93,572.77

₹62,11,31,244.56
QUIRED ₹7,19,68,993.42
PLANNING FOR GRADUATION OF

PRESENT CHILD AGE

CURRENT COST OF THE EDUCATIO

EXPECTED INFLATION
AGE OF THE CHILD @ THE GOAL
CORPUS REQUIRED TO MEET THE
EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
 Child 1

1 YEARS
UCATION ₹3,00,00,000.00

8%
GOAL 18 YEARS
₹11,10,00,541.64
ET THE GOAL
ESTMENT 12%
QUIRED ₹1,79,552.30
QUIRED ₹1,61,66,600.73

COMPARE TERM INSURANCE & H

TERM INSURANCE
HEALTH INSURANCE
 CHILD 1 FUTURE P

PLANNING FOR PG OF

PRESENT CHILD AGE

CURRENT COST OF THE EDUCATIO

EXPECTED INFLATION
AGE OF THE CHILD @ THE GOAL
CORPUS REQUIRED TO MEET THE
 EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED

NCE & HEALTH INSURANCE HERE

https://bit.ly/46hsSJA
https://tinyurl.com/pgc9dcxc
URE PLANNING

Child 1

1 YEARS
UCATION

8%
GOAL YEARS
ET THE GOAL ₹0.00
ESTMENT 12%
QUIRED ₹0.00
QUIRED ₹0.00
 PLANNING FOR WEDDING OF

PRESENT CHILD AGE

CURRENT COST OF WEDDING

EXPECTED INFLATION
AGE OF THE CHILD @ THE GOAL
CORPUS REQUIRED TO MEET THE
EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
 Child 1

1 YEARS
₹30,00,000.00

8%
GOAL 26 YEARS
₹2,05,45,425.59
ET THE GOAL
ESTMENT 12%
QUIRED ₹12,184.41
QUIRED ₹12,08,549.87
PLANNING FOR EDUCATION OF

PRESENT CHILD AGE

CURRENT COST OF THE EDUCATIO

EXPECTED INFLATION
AGE OF THE CHILD @ THE GOAL
CORPUS REQUIRED TO MEET THE
EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
 Child 2 PLANN

3 YEARS
UCATION ₹3,00,00,000.00

8%
GOAL 18 YEARS
₹9,51,65,073.43
ET THE GOAL
ESTMENT 12%
QUIRED ₹2,01,852.78
QUIRED ₹1,73,86,303.12
 CHILD 2 FUTURE P

PLANNING FOR EDUCATION OF

PRESENT CHILD AGE

CURRENT COST OF THE EDUCATIO

EXPECTED INFLATION
AGE OF THE CHILD @ THE GOAL
CORPUS REQUIRED TO MEET THE
EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
TURE PLANNING

Child 2

3 YEARS
UCATION

8%
GOAL YEARS
ET THE GOAL ₹0.00
ESTMENT 12%
QUIRED ₹0.00
QUIRED ₹0.00
 PLANNING FOR WEDDING OF

PRESENT CHILD AGE

CURRENT COST OF THE WEDDING

EXPECTED INFLATION
AGE OF THE CHILD @ THE GOAL
CORPUS REQUIRED TO MEET THE
EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
 Child 2

3 YEARS
EDDING ₹30,00,000.00

8%
GOAL 26 YEARS
₹1,76,14,390.94
ET THE GOAL
ESTMENT 12%
QUIRED ₹13,315.38
QUIRED ₹12,99,729.90
PLANNING FOR EDUCATION OF

PRESENT CHILD AGE

CURRENT COST OF THE EDUCATIO

EXPECTED INFLATION
AGE OF THE CHILD @ THE GOAL
CORPUS REQUIRED TO MEET THE
EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
 PLAN

YEARS
UCATION

GOAL YEARS
ET THE GOAL ₹0.00
ESTMENT 12%
QUIRED #NUM!
QUIRED ₹0.00
 CHILD 3 FUTURE P

PLANNING FOR EDUCATION OF

PRESENT CHILD AGE

CURRENT COST OF THE EDUCATIO

EXPECTED INFLATION
AGE OF THE CHILD @ THE GOAL
CORPUS REQUIRED TO MEET THE
EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
URE PLANNING

0 YEARS
UCATION

0%
GOAL YEARS
ET THE GOAL ₹0.00
ESTMENT
QUIRED #NUM!
QUIRED ₹0.00
 PLANNING FOR WEDDING OF

PRESENT CHILD AGE

CURRENT COST OF THE WEDDING

EXPECTED INFLATION
AGE OF THE CHILD @ THE GOAL
CORPUS REQUIRED TO MEET THE
EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
 0

0 YEARS
EDDING

GOAL YEARS
ET THE GOAL ₹0.00
ESTMENT
QUIRED #NUM!
QUIRED ₹0.00
 HOUSE

DREAM

PRESENT CHILD AGE

CURRENT COST OF YOUR DREAM

EXPECTED INFLATION OF PROPER

TIME LEFT TO BUY THE HOUSE
CORPUS REQUIRED TO MEET THE

EXPECTED RETURN ON INVESTME

EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
USE

YEARS
₹2,50,00,000.00
DREAM HOUSE

ROPERTY 12%
USE 6 YEARS
₹4,93,45,567.13
ET THE GOAL

ESTMENT
ESTMENT 12%
QUIRED ₹4,80,816.35
QUIRED ₹2,50,00,000.00
 CAR

DREAM

PRESENT CHILD AGE

CURRENT COST OF YOUR DREAM

EXPECTED INFLATION OF VEHICLE

TIME LEFT TO BUY THE CAR
CORPUS REQUIRED TO MEET THE

EXPECTED RETURN ON INVESTME

EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
 YEARS
₹25,00,000.00
DREAM CAR

EHICLE 8%
3 YEARS
₹31,49,280.00
ET THE GOAL

ESTMENT
ESTMENT 12%
QUIRED ₹73,797.97
QUIRED ₹22,41,595.30
 VACATION

TRIP TO

PRESENT CHILD AGE

CURRENT COST OF THE TRIP
EXPECTED INFLATION OF THE TOT
HOW OFTEN YOU WISH TO TRAVEL
TILL WHAT AGE YOU WISH TO TRA
INFLATED COST OF THE TRIP

EXPECTED RETURN ON INVESTME

EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
ATION

YEARS
₹1,00,000.00
10%
HE TOTAL TOUR
TRAVEL 1 YEARS
TO TRAVEL 60 YEARS
₹1,10,000.00

ESTMENT
ESTMENT 12%
QUIRED ₹45,750.96
QUIRED ₹25,72,641.74
 STARTUP PLA

THE STARTUP

PRESENT CHILD AGE

CURRENT COST OF THE SET UP

EXPECTED INFLATION TO SET UP

TIME LEFT TO SET UP THE BUSINE
CORPUS REQUIRED TO MEET THE

EXPECTED RETURN ON INVESTME

EXPECTED RETURN ON INVESTME
MONTHLY INVESTMENT REQUIRED
LUMPSUM INVESTMENT REQUIRED
UP PLAN

YEARS
T UP

ET UP
BUSINESS YEARS
ET THE GOAL ₹0.00

ESTMENT
ESTMENT 12%
QUIRED #NUM!
QUIRED ₹0.00