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Current Age

Retirement Age
Live upto
Monthly Expenses (Exclusing EMI)
Inflation rate 6%
Post retirement Expense (Monthl ₹ 0.00

Corpus Required at Retirement ₹0


Rate of return post retirement 4%
Want to leave any estate?

Existing Investments
EPF, Gratuity, LE, NPS expected
Rate of Return 12%
SIP Required #NUM!

Best Regards,
FPA Edutech
Leaders in coaching for Finance Courses
CFP
CFA
CISI (Investment Banking)

Website www.fpa.edu.in
Usage Explaination

Your current age


Your expected retirement age
Assumption around life expectancy
Whats your current monthly expense not inclusing EMI's
You can
Your alterexpenses
current this as per
willyour lifestyle
become thisbut
at 6% is fair expectation
retirement because of
inflation
This is the amount of money you need when you retire, to maintain
your standard of living
This is assumed at 4% because rates will fall over a period of time.
Enter the amount you want to leave behind after you

Current value of your investments linked to Retirement goal


Employee
If your existingbenefits you are
investments expected
towards to receive
this goal at retirement
are more fixed income
in nature, adjust the returns lower to 9 - 10%
This is your rough additional monthly SIP requirement

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