Income& Expenses: Name Aru Sachdeva Age 25 Yrs Gender Male E-Mail Id Contact No. Profession Software Engineer

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PERSONAL DETAILS:

Name
Age
Gender
E-mail id
Contact no.
Profession

Aru Sachdeva
25 yrs
Male
aru.sachdeva@gmail.com

Software Engineer

INCOME & EXPENSES:


Monthly Income: 40,000/Monthly Expenses: 20,000/-

Income& Expenses

Expense

Savings; 50%

Expense; 50%

Savings

FINANCIAL GOALS:
RISK

World Tour & Leisure Activities


RISK ANALYSIS:
RISK CAPACITY : HIGH
RISK TOLERANCE: MODERATE

HIG
H

LOW

ASSET ALLOCATION:

ASSET ALLOCATION
48%

Debt

52%

Equity

Debt breakup
18
18

private sector debt


Governement debt

Equity breakup

General Equity Shares


BlueChip Shares
Mutual Funds

12
22
30

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