B D No Goal cost 1 2 Goals Medical Contingency ( Now) Daughter's marriage (Now) Retirement (From Jan 2021) Travel (2.5 L every year) Car Purchase (10 L every 8 years, First car purchase now) 3 500,000 1,500,000 Calculate the Corpus Calculate the Corpus Calculate the Corpus 4 5 Client age Life Expectancy 63 80 Assets: Equity Mutual funds Debt Mutual funds Balanced Mutual funds Flat at calcutta (Can be sold within next 2 years) Savings bank a/c 12,400,000 2,600,000 4,500,000 8,500,000 1,500,000 . Client - Current spend per month is 2.5 lakhs per month (Approx) Kindly give her options how she can live with the above assets available & how she can utilize them for consumption Give your recommendations and multiple scenarios if you were them: Client - Current spend per month is 2.5 lakhs per month (Approx) Kindly give her options how she can live with the above assets available & how she can utilize them for consumption Give your recommendations and multiple scenarios if you were them ! Expenses per month (Normalized) Maid & Maid's travel- House Rent - Maintenance - Jubilee Hills - Maintenance - Kolkata - Electricity - Dhobi & Garbage- Food (Groceries) Entertainment - Yoga - Parlour - Medical - Shopping - House hold (Miscellaneous) - Mobile - Driver - Petrol - Maintenance - Kolkata - Amount 10,900 37,000 5,000 3,500 5,000 450 14,000 5,000 4,000 6,000 15,000 10,000 1,500 1,000 13,000 7,000 5,000 un - 2 Sheet1 Sheet2 Sheets C D Entertainment - Yoga - Parlour - Medical - Shopping House hold (Miscellaneous) - Mobile - Driver - Petrol - Maintenance - Kolkata - Vehicle Servicing - Internet & Cable - Club Mahindra & TIC membership Health Insurances Vehicle Insurances Property taxes Others Gifts Family Support Son's Expenses Travel Expenses 5,000 4,000 6,000 15,000 10,000 1,500 1,000 13,000 7,000 5,000 600 2,200 1,600 4,500 3,500 1,400 1,700 13,000 30,000 20,000 30,000 251,850 an - 2 Sheet1 Sheet2 Sheet3 B D No Goal cost 1 2 Goals Medical Contingency ( Now) Daughter's marriage (Now) Retirement (From Jan 2021) Travel (2.5 L every year) Car Purchase (10 L every 8 years, First car purchase now) 3 500,000 1,500,000 Calculate the Corpus Calculate the Corpus Calculate the Corpus 4 5 Client age Life Expectancy 63 80 Assets: Equity Mutual funds Debt Mutual funds Balanced Mutual funds Flat at calcutta (Can be sold within next 2 years) Savings bank a/c 12,400,000 2,600,000 4,500,000 8,500,000 1,500,000 . Client - Current spend per month is 2.5 lakhs per month (Approx) Kindly give her options how she can live with the above assets available & how she can utilize them for consumption Give your recommendations and multiple scenarios if you were them: Client - Current spend per month is 2.5 lakhs per month (Approx) Kindly give her options how she can live with the above assets available & how she can utilize them for consumption Give your recommendations and multiple scenarios if you were them ! Expenses per month (Normalized) Maid & Maid's travel- House Rent - Maintenance - Jubilee Hills - Maintenance - Kolkata - Electricity - Dhobi & Garbage- Food (Groceries) Entertainment - Yoga - Parlour - Medical - Shopping - House hold (Miscellaneous) - Mobile - Driver - Petrol - Maintenance - Kolkata - Amount 10,900 37,000 5,000 3,500 5,000 450 14,000 5,000 4,000 6,000 15,000 10,000 1,500 1,000 13,000 7,000 5,000 un - 2 Sheet1 Sheet2 Sheets C D Entertainment - Yoga - Parlour - Medical - Shopping House hold (Miscellaneous) - Mobile - Driver - Petrol - Maintenance - Kolkata - Vehicle Servicing - Internet & Cable - Club Mahindra & TIC membership Health Insurances Vehicle Insurances Property taxes Others Gifts Family Support Son's Expenses Travel Expenses 5,000 4,000 6,000 15,000 10,000 1,500 1,000 13,000 7,000 5,000 600 2,200 1,600 4,500 3,500 1,400 1,700 13,000 30,000 20,000 30,000 251,850 an - 2 Sheet1 Sheet2 Sheet3
