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  • Net Worth

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    cristiano
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    The document summarizes the individual's investments and liabilities. It shows the asset class, annual growth rate, current value, projected value in 10 years without inflation adjustment, and projected value in 10 years with 7.3% inflation adjustment. The individual's highest valued assets are bank deposits, PPF, and bonds. Their total net worth is projected to grow from 76.83 lakhs currently to 156.11 lakhs in 10 years without inflation and 87.17 lakhs with 7.3% inflation factored in.

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    Calculation of net worth

    Original Title

    Net worth

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    The document summarizes the individual's investments and liabilities. It shows the asset class, annual growth rate, current value, projected value in 10 years without inflation adjustment, and projected value in 10 years with 7.3% inflation adjustment. The individual's highest valued assets are bank deposits, PPF, and bonds. Their total net worth is projected to grow from 76.83 lakhs currently to 156.11 lakhs in 10 years without inflation and 87.17 lakhs with 7.3% inflation factored in.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    14 views1 page

    Net Worth

    Uploaded by

    cristiano
    The document summarizes the individual's investments and liabilities. It shows the asset class, annual growth rate, current value, projected value in 10 years without inflation adjustment, and projected value in 10 years with 7.3% inflation adjustment. The individual's highest valued assets are bank deposits, PPF, and bonds. Their total net worth is projected to grow from 76.83 lakhs currently to 156.11 lakhs in 10 years without inflation and 87.17 lakhs with 7.3% inflation factored in.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 1

    Investments

    Assets Growth Value (in lakhs) 10 Inflation Adj.


    MF 12% 0.53 1.6 0.92
    US Stocks 12% 0 - -
    Indian Stocks 12% 0.3 0.9 0.52
    PMS 12% 0 - -
    Crypto 15% 0 - -
    Bank 3% 11 14.8 8.25
    Real Estate 7% 0 - -
    FD 5% 10 16.3 9.10
    EPF 9% 0 - -
    PPF 9% 20 47.3 26.44
    NPS 9% 0 - -
    Bonds 7% 25 49.2 27.46
    Gold 10% 10 25.9 14.48
    Total 76.83 156.11 87.17
    7.3%
    Liabilities
    Home Loan -5% - - -
    Education Loan -10% -
    Car Loan -20% 0 -
    Personal Loan -30% 0 -
    Biz Loan -5% 0 -
    Credit Card -100% 0 -
    - - -

    Net worth 76.83 156.11 87.17

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