Documente Academic
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hildren
self
Present Cost - Rs. /-
Monthly expenses
50000
50000
Financial Plan for Mr. M L Singhal
Investment Required
Your Goals Current Cost Future Cost Time to save
Monthly
Higher Education
Ravi 1,000,000 1,593,848 8 10,150
Nidhi 1,000,000 2,132,928 13 5,961
Marriage
Ravi 1,500,000 4,281,509 18 6,016
Nidhi 1,500,000 5,729,624 23 4,291
Retirement
Monthly Expenses 50,000 89,542 10 58,634
Retirement Corpus Required 13,136,132
Monthly Investment
85,051
Required
Lumpsum Invetment
6,341,566
Required
Notes
Inflation rate assumed at 6%
Returns on investments assumed at 12%
Post Retirement returns assumed at 8%
Life expectancy assumed at 75 years
Investment Required
Lumpsum
643729
488812
556766
422777
4229483
6,341,566
12.00%
Client's Name: M L Singhal Your NJ Fundz Partner:
Firm:
Address: 0 Address:
0
0
Phone no. 0 Phone no.
E-mail 0 E-mail
I am sure that you must be now convinced that proper financial planning followed by disciplin
of investments can alone help you realise your precious goals and dreams in life. In my effort
you to do so, I have prepared a detailed Financial Plan for you from the details disclosed by y
In the said Financial Plan I have considered all your financial goals, as disclosed by you. I ha
a return on investments of 12% as indicated
I have attached the detailed plan herewith for your consideration. Just to give you a brief sum
need to save a monthly amount of Rs. 85,051 or invest a lumpsum amount of Rs. 6,341,566
Dear Sir, I thank you for giving me an opportunity to share my thoughts with you. The Financi
Plan that I propose should help you in achieving your goals and keep you in touch with your g
dreams in life. In case you need any help, explanation, please feel free to contact me.
Sir, for the successful implementation of the Financial Plan it has to be reviewed on a very re
We offer our investors exclusive services like online access/over phone, the latest valuation
all his mutual fund investments, the current asset allocations and Profit and Loss Reports wh
us and the investors in reviewing their financial plan on an ongoing basis. For free sample of
please feel free to contact me.
Lastly, I wish you and your family a very secure and prosperous life ahead.
Thankyou,
Yours' sincerely
Ravi Singhal
Raging Bull Financial Advisors
NJ Fundz Network Partner
Ravi Singhal
Raging Bull Financial Advisors
156, Panchvati Vastra Nagar
Lashkar, Gwalior
M.P 474001
7000595101 / 8989066156
ravisinghals@gmail.com