BASIC DATA  
Income
At present p.a
Expected annual growth compounded (%)
Expenses
At present p.a
Expected annual growth compounded (%)
Investment (Annual Recurring)
At present p.a
   
Savings
   
Present Age
   
Expected Retirement Age
   
   
   
 
 
Milestones
Name Amount Year (yyyy)
Own Marriage
1st child's birth
2nd child's birth
3rd child's birth
4th child's birth
5th child's birth
1st child's college education Extrapolation
2nd child's college education Extrapolation
3rd child's college education Extrapolation
4th child's college education Extrapolation
5th child's college education Extrapolation
1st child's marriage Extrapolation
2nd child's marriage Extrapolation
3rd child's marriage Extrapolation
4th child's marriage Extrapolation
5th child's marriage Extrapolation
Retirement
House purchase Extrapolation
Miscellaneous Extrapolation
     
   
     
Future Investment (New)
Name Annual Growth
Expected Future Returns (%)
   
   
   
Post Retirement Income
Name Annual Growth
Retirement (%)
Corpus
Annual Income
   
Present Liabilities
Name Monthly Amount Expiring On
Home Loan
Education
Personal
   
     
Present Investment
Name Present Value Annual Additional Investment Annual Growth Fixed Maturity (Y/N) Maturity Year
  (approximated) Budgeted : (anticipated %)    
       Available :      -