Mar'19

Client name Mr ABC

Date of commencement March 2019 onwards
Time frame 11 years
Goal Child Education planning

Financial Assessment report

Risk Protection Planning
Present coverage Recommended
Health Insurance cover 7 Lac NA
Disability Income rider Not in Portfolio 50 lakh as minimum
Term Plan 1 Crore To continue & review

Kid will turn 16 years of age in Apr.2028 Education Planning for kid
Child's Age 6.75 years
Total time frame left to reach Goal age 18 11 years
Funds required at age 16
Present Value taken 25 Lakh
Future Value at 16th year 45,96,128
Time frame left for Investment to achieve goal 9 years

Recommended Monthly SIP's in MF Equity fund Amount p.m SIP Date

ICICI Prudential bluechip fund 4000 10
ABSL Frontline equity fund 4000 1
HDFC Mid cap opportunities Fund 4000 5
Franklin India smaller companies fund 4000 16
HDFC Hybrid fund 2000 20
Mirae Asset emerging bluechip fund 2000 21

Monthly SIP for 09 years 20000

CAGR considered in SIP : 16 %

In Liquid Fund or Bank FD : 6%

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When the child turn 16 years of age, we highly recommend to Redeem the fund with approx. value of Rs
4560567 in March '2028 & then re invest / park it in Liquid Funds or Bank FD's for next 2 years &
expect a return of 6 %

Now Rs 45,60,567 to be re-invested for next 2 years at CAGR of 6% only.

Note: The above recommendation are advised keeping in mind an Aggressive Portfolio, however equity investments over 15 years can

Wishing you & your Family members a bright & prosperous Future A

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Recommended for Husband

Targeted Amount required at age

16

Pls refer to inserted comments

Pls refer to inserted comments
Pls refer to inserted comments 45,96,128

Date of Commencement Funds Market value at age 16

April 2019
April 2019
April 2019
April 2019
April 2019
April 2019 A 4560567
Amount invested in 09 years is 21,60,000 which becomes Rs 45.60 lakh
in 09 years, with CAGR of 16% p.a

Expected Maturity Amount in

Mar'2028 4560567 A

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Expected Maturity Amount in

March'2030 5124253 B
Expected total Maturity Amount
in Mar' 2030 5124253 (A+B)

er equity investments over 15 years can be considered generating excellent returns.

ight & prosperous Future Ahead !!

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