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  • Wealth Plan

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    Vengatesh Sl
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    This document outlines an investment plan over 10 years. It includes investments in mutual funds, stocks, and fixed deposits. For the first 5 years, investments are made only in mutual funds, earning ₹35,09,596. This amount is then invested in stocks of various companies. The next 5 years include continued mutual fund investments through SIP and monthly savings. By year 10, total earnings across mutual funds, stocks, and fixed deposits amount to ₹11,907,815. An insurance plan is also taken that will pay ₹80 lakhs in case of death to fund the goal of building a school.

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    This document outlines an investment plan over 10 years. It includes investments in mutual funds, stocks, and fixed deposits. For the first 5 years, investments are made only in mutual funds, earning ₹35,09,596. This amount is then invested in stocks of various companies. The next 5 years include continued mutual fund investments through SIP and monthly savings. By year 10, total earnings across mutual funds, stocks, and fixed deposits amount to ₹11,907,815. An insurance plan is also taken that will pay ₹80 lakhs in case of death to fund the goal of building a school.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    4 views5 pages

    Wealth Plan

    Uploaded by

    Vengatesh Sl
    This document outlines an investment plan over 10 years. It includes investments in mutual funds, stocks, and fixed deposits. For the first 5 years, investments are made only in mutual funds, earning ₹35,09,596. This amount is then invested in stocks of various companies. The next 5 years include continued mutual fund investments through SIP and monthly savings. By year 10, total earnings across mutual funds, stocks, and fixed deposits amount to ₹11,907,815. An insurance plan is also taken that will pay ₹80 lakhs in case of death to fund the goal of building a school.

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    of 5

    Investment details

    MONTHLY
    YEARS INCOME EXPENSES HOUSE EMI PERSONAL LOANS CAR LOAN SAVINGS LIC PLAN SAVINGS

    1 1800000 850000 220000 300000 120000 310000 655 25178

    2 1800000 850000 220000 300000 120000 310000 655 25178

    3 1800000 850000 220000 300000 120000 310000 655 25178

    4 1800000 850000 220000 300000 120000 310000 655 25178

    5 1800000 850000 220000 0 120000 610000 655 50178

    6 1800000 850000 220000 0 120000 610000 655 50178

    7 1800000 850000 220000 0 120000 610000 655 50178

    8 1800000 850000 220000 0 0 730000 655 60178

    9 1800000 850000 220000 0 0 730000 655 60178

    10 1800000 850000 220000 0 0 730000 655 60178

    5260000
    First 5years I will invest on quant mutual fund which gives 30%returns
    After 5years I will get 35,09,596 and I will going to invest into stock market with my desired portfolio which I created with all three cap funds

    S.NO COMPANY PAST 5YRS% RETURN


    1 RELIANCE INDUSTRIES 92.08
    2 TCS 64.13
    3 INFOSYS 100.97
    4 HDFC BANK 57.57
    5 HINDUSTAN UNILEVER 51.73
    6 ITC 46.95
    7 BAJAJ FINANCE 241.43
    8 ICICI BANK 205.84
    9 FINE ORGANIC 338.1
    10 WEST COAST PAPER 96.59
    11 SAL STEEL 162.36
    12 Finolex Industries Ltd 117.45
    13 Tata motors 157.26
    14 IRFC 300.00

    WITH 5YEARS IT MAY GIVE 40% BUT ITS ON SUBJECT RISK TO MARKET*

    35,09,596*40/100+35,09,596= 4,916,434 RS
    SECOND 5years I will invest on quant mutual fund which gives 30%returns with SIP investment of monthly 50,178

    Balance 30,000 cash in hand goes into FD with The interest of 7%


    After 10th year I will have 69,94,381 + 4,916,434 of stock value portfolio = 11,910,815 + 30000

    Investment types invested amount estimated return total value

    Mutual fund 15,10,680 19,98,916 35,09,596 5th year redeemed

    Share market 35,09,596 1,403,838 4,913,434 10th year redeemed

    Mutual fund 30,10,680 39,83,701 69,94,381 10th year redeemed

    Fixed deposits 30,000 2100 32100

    Total 11,907,815

    Summary

     For First 5yrs I Made An Mutual Fund Sip Got 35,09,596, After That With The Money I Bought The Stock Which I Have Mentioned. 6-10
    Year Again I Made An Mutual Fund Sip And Got 69,94,381.
     And I made an health insurance for that man if that man dies in accident or natural causes he will sure get 80lakhs.
     With this amount sure he can build a dream school.

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