Financial Planning Calculator

Child's Name

Mobile

Current Age of Child

Current Total Cost of Graduation

500000

Existing Investment for Goal

500000

Inflation(%)

Expected Returns On Existing Investments(%)

Expected Returns On New Investments(%)

Payments at start or end of the period
Start End

Age At Time of Graduation

Future Cost of Graduation

Future Value of Your Existing

Investment

Deficit of Which You Need To

Start Planning

One Time Lumpsum Investment

Required

Monthly Investment Required

Child's Name

Mobile

Current Age of Child

Current Total Cost of Post Graduation

1200000

Existing Investment for Goal

300000

Inflation(%)

Expected Returns On Existing Investments(%)

Expected Returns On New Investments(%)

Payments at start or end of the period
Start End

Age At Time of Post Graduation

Future Cost of Post Graduation

Future Value of Your Existing

Investment

Deficit of Which You Need To

Start Planning

One Time Lumpsum Investment

Required

Monthly Investment Required

Child's Name

Mobile

Current Age of Child

Current Total Cost of Marriage

500000

Existing Investment for Goal

300000

Inflation(%)

Expected Returns On Existing Investments(%)

Expected Returns On New Investments(%)

Payments at start or end of the period
Start End

Age At Time of Marriage

Future Cost of Marriage

Future Value of Your Existing

Investment

Deficit of Which You Need To

Start Planning

One Time Lumpsum Investment

Required

Monthly Investment Required

Person Name

Mobile

Current Age of Person

Retirement Age

Life Expectancy

Current House Expense(Monthly)

50000

Existing Investment for Goal

300000

Inflation(%)

Post Retirement Expected Interest Rates(%)

Post Retirement Inflation(%)

Expected Returns During Accumulation Stage(%)

Expected Returns On Existing Investments(%)

Payments at start or end of the period
Start End

Post Retirement Real Interest

Rates

Your Monthly Expense During

Retirement Age

Retirement Corpus

Future Value of Existing

Investments

Deficit of Which You Need To

Start Planning

One Time Lumpsum Investment

Required

Monthly Investment Required

Child Age	Years
Age at	Years
Current Cost Of
Inflation	%
Current Investment For The Goal
Return On Existing Investment	%
Return On New Investment	%
Your Output
Future Cost of
Future value of your Existing Investment
Deficit of Which You Need To Start Planning
Option 1 Lumpsum Investment require to achive goal
Option 2 Monthly Investment Required

Congratulations For Planning of

You will require ₹ for of after Years. Lumpsum investment of ₹ or Monthly investment of ₹ with expected CAGR Return of % p.a. will be required to fulfill the goal. Kindly invest in financial instrument which can deliver you CAGR Return of % p.a. for next Years.
Or Contact our CERTIFIED FINANCIAL PLANNER^CM For Comprehensive Financial Planning @ 9586222111 .
Disclaimer:This calculation is for illustrative purposes only. Actual return may vary. Plan Your Financial Goal with CERTIFIED FINANCIAL PLANNER^CM

Age of Person	Years
Retirement Age	Years
Accumulation Age	Years
Life Expectancy	Years
Retirement Life	Years
Current House Expense(Monthly)
Existing Investment for Goal
Inflation	%
Post Retiremen Expected Interest Rates	%
Post Retirement Inflation	%
Expected Returns During Accumulation Stage(%)	%
Expected Returns On Existing Investments(%)	%
Your Output
Post Retirement Real Interest Rates	%
Your Monthly Expense During Retirement Age
Retirement Corpus
Future Value of Existing Investments
Deficit for which you need to Start Investing
Option 1 Lumpsum Investment require to achive goal
Option 2 Monthly Investment Required

Congratulations For Retirement Planning of

You will require Retirement Corpus of ₹ at time of your Retirement to maintain your standard of living till Yrs of Age. One Time Investment of ₹ or Monthly investment of ₹ with expected CAGR Return of % p.a. to achieve the Retirement Corpus. OR Contact Our CERTIFIED FINANCIAL PLANNER^CM For Comprehensive Financial Planning @ 9586222111 .
Disclaimer:This calculation is for illustrative purposes only. Actual return may vary. Plan Your Financial Goal with CERTIFIED FINANCIAL PLANNER^CM

Financial Planning

A) Financial Goals change over a person's life- time, and a flexible financial plan can be modified as circumstances change. Personal financial planning helps individuals and families to easily achieve financial goals like child’s education, child’s marriage or adequate monthly retirement income post retirement

B) We are CERTIFIED FINANCIAL PLANNER^CM & advise our clients to prepare a financial plan & invest as per financial goals only.

Emergency Planning
Risk Coverage
Child Education
Child Marriage
Tax Planning
Retirement Planning

Meet Our Advisor

Anjal Patel is a CERTIFIED FINANCIAL PLANNER^CM & MBA Graduate with rich experience of 15+ years in financial industry including 12 years of work experience in Asset Management Companies like Axis Asset Management Company & Reliance Capital Asset Management Company.