Question
Build an Excel model to implement a Systematic investment plan. Below are the quotes a) The life stage of the customer - current age of
Build an Excel model to implement a Systematic investment plan. Below are the quotes
a) The life stage of the customer - current age of 40 years and retirement age of 65 years.
b) There should be at least 3 asset classes available for investment. You should clearly mention the return assumptions for each asset class and the weight of each asset class.
c) You should have input section for capturing the age of the customer, retirement age, current savings, target savings at retirement.
d) The model should compute the monthly amount that the customer would need to invest. It should also show how much of the target amount will come from principal and how much from interest.
e) The sensitivity analysis should show how the SIP amount (monthly amount) will change based on the starting age of the retirement planning and also based on the market return of one of the asset classes.
Need excel model
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