Mob: - 7014003104

manisha@assets4india.com
12/545, Malviya Nagar
Jaipur-302017

We all work hard and earn

What makes you stand out from others is how smartly you manage your finances
If you plan your goals early in your life you can achieve them early as well………..

Assets4India wants to suggest something life changing for those who just started their
career and have a steady income.
Age assumed is 25 for following recommendation

1. Life Insurance (Term Plan) : Secure your loved ones future by taking a Term Plan sooner
you take lesser (Premium) you pay. Just paying little over 500 per month you can have a
good policy cover.

S. No Sum Insured Premium Paying Term Policy Term Yearly Premium

(Approx.)
1. 50,00,000 35 35 6,500

2. Health Insurance Policy

Cover Amount Yearly Premium

(Approx.)
5,00,000 7,000

Start SIP at 25 and Retire at 45

3. Investment in Mutual Fund through SIP

S. No Goal Amt./Month Tenure(Years) Corpus Expected

1. Retirement Planning 2,000 20 1,34,38,227
2. Kids Higher Education 3,000 20 2,01,57,341
3. Trip to International Destination 2,000 20 1,34,38,227
4. Wealth Creation 5,000 20 3,35,95,568
Total 12,000 8,06,29,363

Note: We can take dual advantage of Tax Saving (80C) and investing both by taking any of the SIPs
in ELSS fund.

Our Services: Financial Planning, Investment Planning, Mutual Fund, Life Insurance, Health Insurance, Vehicle
Insurance, Group Insurance, Tax Planning, Accounts Writing, Audit, All types of registration, GST
Points to remember:

1. Secure and safeguard your loved ones by Risk Planning(Take a term Plan)
2. Take adequate Health Insurance Policy
3. Plan all your goals early in your life
4. Be disciplined towards your investments
5. Invest wisely and be associated with a good Advisor

Benefits of being with us:

1. One point contact for all your financial needs

2. You will get user id and password to check details of your Investment, Health Insurance and
Life Insurance
3. You will receive notification regarding due dates of Health insurance and Life insurance
through our software
4. Periodic review of portfolio to maximize the return
5. Help in new investment, redemption or other related services

Even though markets may change, good investing advice is timeless

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Our Services: Financial Planning, Investment Planning, Mutual Fund, Life Insurance, Health Insurance, Vehicle
Insurance, Group Insurance, Tax Planning, Accounts Writing, Audit, All types of registration, GST