OBJECTIVE

Hi! I'm Milon Mukhopadhyay, Money

Mastery Advisor at Sai Investments, Pune.
With over 22 years of experience in the
Financial Field, offering services to people
from all walks of life & managing their
personal finances, my aim is to provide
financial security to families like yours.
Explore the exercises given in this book. It
will help your next generation and you to
enjoy the beauty of life by exiting from all
money worries.
Excited to be alive!
Best Worst Average
Option
Case Case Return
50 % -28% 12 % 1
30 % -15% 10 % 2
15 % -5% 9% 3
7% 0% 7% 4
Total Investment Equity Equity Government Gold
Number Category Large Mid or Securities
Obtained Cap Multi
Cap

19–23 Aggressive 25 50 20 5

Moderately
13–18 30 40 25 5
Aggressive

7–12 Medium 30 20 45 5

0-6 Conservative 20 0 75 5
Insight To Your Earnings

Sr. Your Total Earnings In

INR Amount
No. The Last 10 Years
1 FY 2012
2 FY 2013
3 FY 2014
4 FY 2015
5 FY 2016
6 FY 2017
7 FY 2018
8 FY 2019
9 FY 2020
10 FY 2021
Total Earning
A Look At Your Savings Till Date

Sr. No. Your Total Savings In The

INR Amount
Last 10 Years
1 Cash
2 Bank
Mutual Funds (Amount
3
Invested Till Date)
FD / RD (Amount Invested Till
4
Date)
5 PPF (Amount Invested Till Date)
Life Insurance (Conventional
6
Plan – Amount Paid Till Date)
Investment In Stock (Amount
7
Invested Till Date)
Investments In Real Estate
8
(Amount Invested Till Date)
Gold (Amount Invested Till
9
Date)
10 Any Other
Total Savings
 Sr. No. What Will You Do? By When?
1
2
3
4
5

EMI Per Balance Interest Rate

Sr. No.
Month Loan (%)
Housing Loan

Car Loan
Children’s
Education Loan

Gold Loan
Personal Loan

Business Loan

Others
Total Liabilities
What Do
You Have
To Save Goal / Amount Amount Which Years Left
For Next Wish Required Planned Year
5-30
Years
Goal 1
Goal 2
Goal 3
Goal 4
Goal 5
Goal 6
Goal 7
Goal 8
Goal 9
Goal 10
Total
Savings
Sr. Amount
No. Expense (Monthly)
1 Groceries (Vegetables, Fruits, Nuts,
Spices, Oil, Ghee, etc.)
2 Mobile Per Person (Monthly Bill & New
Purchase)
3 Telephone
4 Auto & Taxi Expenses
5 Education (Per child)
6 Medical
7 Gifts
8 Gas Bills
9 Snacks
10 Petrol
11 Driver
12 Servant
13 Clothes (Per Person)
14 Rent
15 Maintenance to Society
Sr. Amount
No. Expense (Monthly)
16 Laundry
17 Electricity Bills
18 Beauty Expenses
19 Pocket Money (Per person)
20 Home Equipment's (Fridge, TV, AC,
Microwave etc.)
21 Dining Out (Restaurant)
22 Parties
23 Wellness (Gym, Yoga and Protein)
24 Entertainment (Movies & Drama)
25 Annual Holidays (Domestic &
International)
26 BNI Annual Membership
27 Mediclaim
28 Car Insurance
Total
Requirement Amount
Your Monthly Expenses *
250
Your Outstanding Loans
Children’s Education
Cost
Total
Amount Already Planned
Gap to be Fulfilled
9422035773
CONTACT

 Office No 5, 1st floor, SunShree Woods Commercial

Complex, NIBM Rd, Kondhwa, Pune

 9422035773

 milon.mukhopadhyay@gmail.com

 /milon.mukhopadhyay/

 /in/milon-mukhopadhyay/

This book is only for educational purpose, not for sale!