Term 15 Year PPT 12 Year

Term 20 Year PPT 12 Year

Term 25 Year PPT 12 Year
Term 30 Year PPT 12 Year
Term 35 Year PPT 12 Year
Term 40 Year PPT 12 Year
Term 40 Year PPT 6 Year
Clients Details To Be Taken
Login Details
Name XYZ

Year Opening New Sip Per Growth in Mutual End of The Year Mutual Fund
Insurance Premium
Year Amount(Gst Extra) Balance in Mutal Year(Amount Come Fund Value Age
Fund From Insurance)

1 100,000 - 23,280 3,026 26,306 35

2 100,000 26,306 23,280 6,446 56,033 36
3 100,000 56,033 23,280 10,311 89,623 37
4 100,000 89,623 23,280 14,677 127,581 38
5 100,000 127,581 23,280 19,612 170,473 39
6 100,000 170,473 23,280 25,188 218,940 40
7 100,000 218,940 23,280 31,489 273,709 41
8 100,000 273,709 23,280 38,609 335,598 42
9 100,000 335,598 23,280 46,654 405,532 43
10 100,000 405,532 23,280 55,746 484,557 44
11 100,000 484,557 23,280 66,019 573,856 45
12 100,000 573,856 23,280 77,628 674,764 46
13 674,764 23,280 90,746 788,790 47
14 788,790 23,280 105,569 917,639 48
15 917,639 23,280 122,319 1,063,238 49
1,200,000 349,200

Return From SIP/Mutual Fund After 15 Year A 1,063,238

Return From Insurance After 15 Year B 1,320,000
Total Return From Insurance+SIP/Mutual Fund C=A+B 2,383,238
Normal Life Insurance 10 LAKHS
Accidental Insurance 20 LAKHS
Name XYZ

Year Opening New Sip Per Growth in Mutual End of The Year Mutual Fund
Insurance Premium
Year Amount(Gst Extra) Balance in Mutal Year(Amount Come Fund Value Age
Fund From Insurance)

1 100,000 - 30,432 3,956 34,388 35

2 100,000 34,388 30,432 8,427 73,247 36
3 100,000 73,247 30,432 13,478 117,157 37
4 100,000 117,157 30,432 19,187 166,776 38
5 100,000 166,776 30,432 25,637 222,845 39
6 100,000 222,845 30,432 32,926 286,203 40
7 100,000 286,203 30,432 41,162 357,797 41
8 100,000 357,797 30,432 50,470 438,699 42
9 100,000 438,699 30,432 60,987 530,118 43
10 100,000 530,118 30,432 72,871 633,421 44
11 100,000 633,421 30,432 86,301 750,154 45
12 100,000 750,154 30,432 101,476 882,062 46
13 882,062 30,432 118,624 1,031,119 47
14 1,031,119 30,432 138,002 1,199,552 48
15 1,199,552 30,432 159,898 1,389,882 49
16 1,389,882 30,432 184,641 1,604,955 50
17 1,604,955 30,432 212,600 1,847,987 51
18 1,847,987 30,432 244,195 2,122,614 52
19 2,122,614 30,432 279,896 2,432,942 53
20 2,432,942 30,432 320,239 2,783,613 54
1,200,000 608,640

Return From SIP/Mutual Fund After 20 Year A 2,783,613

Return From Insurance After 20 Year B 1,320,000
Total Return From Insurance+SIP/Mutual Fund C=A+B 4,103,613
Normal Life Insurance 10 LAKHS
Accidental Insurance 20 LAKHS
Name XYZ

Year Opening New Sip Per Growth in Mutual End of The Year Mutual Fund
Insurance Premium
Year Amount(Gst Extra) Balance in Mutal Year(Amount Come Fund Value Age
Fund From Insurance)

1 100,000 - 35,760 4,649 40,409 35

2 100,000 40,409 35,760 9,902 86,071 36
3 100,000 86,071 35,760 15,838 137,669 37
4 100,000 137,669 35,760 22,546 195,974 38
5 100,000 195,974 35,760 30,125 261,860 39
6 100,000 261,860 35,760 38,691 336,311 40
7 100,000 336,311 35,760 48,369 420,440 41
8 100,000 420,440 35,760 59,306 515,506 42
9 100,000 515,506 35,760 71,665 622,930 43
10 100,000 622,930 35,760 85,630 744,320 44
11 100,000 744,320 35,760 101,410 881,490 45
12 100,000 881,490 35,760 119,243 1,036,493 46
13 1,036,493 35,760 139,393 1,211,646 47
14 1,211,646 35,760 162,163 1,409,569 48
15 1,409,569 35,760 187,893 1,633,221 49
16 1,633,221 35,760 216,968 1,885,949 50
17 1,885,949 35,760 249,822 2,171,531 51
18 2,171,531 35,760 286,948 2,494,239 52
19 2,494,239 35,760 328,900 2,858,899 53
20 2,858,899 35,760 376,306 3,270,964 54
21 3,270,964 35,760 429,874 3,736,598 55
22 3,736,598 35,760 490,407 4,262,765 56
23 4,262,765 35,760 558,808 4,857,333 57
24 4,857,333 35,760 636,102 5,529,195 58
25 5,529,195 35,760 723,444 6,288,400 59
1,200,000 894,000

Return From SIP/Mutual Fund After 20 Year A 6,288,400

Return From Insurance After 20 Year B 1,320,000
Total Return From Insurance+SIP/Mutual Fund C=A+B 7,608,400
Normal Life Insurance 10 LAKHS
Accidental Insurance 20 LAKHS
Name XYZ

Year Opening New Sip Per

Year Insurance Premium Growth in Mutual End of The Year Mutual Fund Age
Balance in Mutal Year(Amount Come
Amount(Gst Extra) Fund Value
Fund From Insurance)

1 100,000 - 36,500 4,745 41,245 35

2 100,000 41,245 36,500 10,107 87,852 36
3 100,000 87,852 36,500 16,166 140,518 37
4 100,000 140,518 36,500 23,012 200,030 38
5 100,000 200,030 36,500 30,749 267,279 39
6 100,000 267,279 36,500 39,491 343,270 40
7 100,000 343,270 36,500 49,370 429,140 41
8 100,000 429,140 36,500 60,533 526,173 42
9 100,000 526,173 36,500 73,148 635,821 43
10 100,000 635,821 36,500 87,402 759,723 44
11 100,000 759,723 36,500 103,509 899,731 45
12 100,000 899,731 36,500 121,710 1,057,942 46
13 1,057,942 36,500 142,277 1,236,719 47
14 1,236,719 36,500 165,518 1,438,737 48
15 1,438,737 36,500 191,781 1,667,018 49
16 1,667,018 36,500 221,457 1,924,976 50
17 1,924,976 36,500 254,992 2,216,468 51
18 2,216,468 36,500 292,886 2,545,853 52
19 2,545,853 36,500 335,706 2,918,059 53
20 2,918,059 36,500 384,093 3,338,652 54
21 3,338,652 36,500 438,770 3,813,922 55
22 3,813,922 36,500 500,555 4,350,977 56
23 4,350,977 36,500 570,372 4,957,848 57
24 4,957,848 36,500 649,265 5,643,614 58
25 5,643,614 36,500 738,415 6,418,529 59
26 6,418,529 36,500 839,154 7,294,182 60
27 7,294,182 36,500 952,989 8,283,671 61
28 8,283,671 36,500 1,081,622 9,401,793 62
29 9,401,793 36,500 1,226,978 10,665,271 63
30 10,665,271 36,500 1,391,230 12,093,002 64
1,200,000 1,095,000

Return From SIP/Mutual Fund After 30 Year A 12,093,002

Return From Insurance After 30 Year B 1,320,000
Total Return From Insurance+SIP/Mutual Fund C=A+B 13,413,002

Normal Life Insurance 10 LAKHS

Accidental Insurance 20 LAKHS
 XYZ
Year Opening New Sip Per Growth in End of The Year Mutual Fund
Insurance Premium
Year Amount(Gst Extra) Balance in Mutal Year(Amount Come Mutual Fund Value Age
Fund From Insurance)

1 100,000 - 39,696 5,160 44,856 35

2 100,000 44,856 39,696 10,992 95,544 36
3 100,000 95,544 39,696 17,581 152,822 37
4 100,000 152,822 39,696 25,027 217,545 38
5 100,000 217,545 39,696 33,441 290,682 39
6 100,000 290,682 39,696 42,949 373,327 40
7 100,000 373,327 39,696 53,693 466,716 41
8 100,000 466,716 39,696 65,834 572,246 42
9 100,000 572,246 39,696 79,552 691,494 43
10 100,000 691,494 39,696 95,055 826,245 44
11 100,000 826,245 39,696 112,572 978,513 45
12 100,000 978,513 39,696 132,367 1,150,577 46
13 1,150,577 39,696 154,735 1,345,008 47
14 1,345,008 39,696 180,012 1,564,716 48
15 1,564,716 39,696 208,574 1,812,985 49
16 1,812,985 39,696 240,849 2,093,530 50
17 2,093,530 39,696 277,319 2,410,545 51
18 2,410,545 39,696 318,531 2,768,772 52
19 2,768,772 39,696 365,101 3,173,569 53
20 3,173,569 39,696 417,724 3,630,990 54
21 3,630,990 39,696 477,189 4,147,875 55
22 4,147,875 39,696 544,384 4,731,955 56
23 4,731,955 39,696 620,315 5,391,966 57
24 5,391,966 39,696 706,116 6,137,778 58
25 6,137,778 39,696 803,072 6,980,545 59
26 6,980,545 39,696 912,631 7,932,873 60
27 7,932,873 39,696 1,036,434 9,009,003 61
28 9,009,003 39,696 1,176,331 10,225,030 62
29 10,225,030 39,696 1,334,414 11,599,140 63
30 11,599,140 39,696 1,513,049 13,151,885 64
31 13,151,885 39,696 1,714,905 14,906,486 65
32 14,906,486 39,696 1,943,004 16,889,186 66
33 16,889,186 39,696 2,200,755 19,129,637 67
34 19,129,637 39,696 2,492,013 21,661,346 68
35 21,661,346 39,696 2,821,135 24,522,177 69
1,200,000 1,389,360

Return From SIP/Mutual Fund After 35 Year A 24,522,177

Return From Insurance After 35 Year B 1,440,000
Total Return From Insurance+SIP/Mutual Fund C=A+B 25,962,177
Normal Life Insurance 10 LAKHS
Accidental Insurance 20 LAKHS
Name mansi
Year Opening New Sip Per Growth in Mutual End of The Year Mutual Fund
Insurance Premium
Year Amount(Gst Extra) Balance in Mutal Year(Amount Come Fund Value Age
Fund From Insurance)

1 200,000 - 80,000 10,400 90,400 7

2 200,000 90,400 80,000 22,152 192,552 8
3 200,000 192,552 80,000 35,432 307,984 9
4 200,000 307,984 80,000 50,438 438,422 10
5 200,000 438,422 80,000 67,395 585,816 11
6 200,000 585,816 80,000 86,556 752,373 12
7 200,000 752,373 80,000 108,208 940,581 13
8 200,000 940,581 80,000 132,676 1,153,257 14
9 200,000 1,153,257 80,000 160,323 1,393,580 15
10 200,000 1,393,580 80,000 191,565 1,665,145 16
11 200,000 1,665,145 80,000 226,869 1,972,014 17
12 200,000 1,972,014 80,000 266,762 2,318,776 18
13 2,318,776 80,000 311,841 2,710,617 19
14 2,710,617 80,000 362,780 3,153,397 20
15 3,153,397 80,000 420,342 3,653,739 21
16 3,653,739 80,000 485,386 4,219,125 22
17 4,219,125 80,000 558,886 4,858,011 23
18 4,858,011 80,000 641,941 5,579,952 24
19 5,579,952 80,000 735,794 6,395,746 25
20 6,395,746 80,000 841,847 7,317,593 26
21 7,317,593 80,000 961,687 8,359,280 27
22 8,359,280 80,000 1,097,106 9,536,387 28
23 9,536,387 80,000 1,250,130 10,866,517 29
24 10,866,517 80,000 1,423,047 12,369,564 30
25 12,369,564 80,000 1,618,443 14,068,008 31
26 14,068,008 80,000 1,839,241 15,987,249 32
27 15,987,249 80,000 2,088,742 18,155,991 33
28 18,155,991 80,000 2,370,679 20,606,670 34
29 20,606,670 80,000 2,689,267 23,375,937 35
30 23,375,937 80,000 3,049,272 26,505,209 36
31 26,505,209 80,000 3,456,077 30,041,286 37
32 30,041,286 80,000 3,915,767 34,037,053 38
33 34,037,053 80,000 4,435,217 38,552,270 39
34 38,552,270 80,000 5,022,195 43,654,466 40
35 43,654,466 80,000 5,685,481 49,419,946 41
36 49,419,946 80,000 6,434,993 55,934,939 42
37 55,934,939 80,000 7,281,942 63,296,881 43
38 63,296,881 80,000 8,238,995 71,615,876 44
39 71,615,876 80,000 9,320,464 81,016,339 45
40 81,016,339 80,000 10,542,524 91,638,864 46
2,400,000 3,200,000

Return From SIP/Mutual Fund After 40 Year A 91,638,864

Return From Insurance After 40Year B 3,360,000
Total Return From Insurance+SIP/Mutual Fund C=A+B 94,998,864
Normal Life Insurance 20 LAKHS
Accidental Insurance 40 LAKHS
Name XYZ

Year Opening New Sip Per Growth in End of The Year Mutual Fund
Insurance Premium
Year Amount(Gst Extra) Balance in Mutal Year(Amount Come Mutual Fund Value Age
Fund From Insurance)

1 200,000 - 47,808 6,215 54,023 35

2 200,000 54,023 47,808 13,238 115,069 36
3 200,000 115,069 47,808 21,174 184,051 37
4 200,000 184,051 47,808 30,142 262,001 38
5 200,000 262,001 47,808 40,275 350,084 39
6 200,000 350,084 47,808 51,726 449,618 40
7 449,618 47,808 64,665 562,091 41
8 562,091 47,808 79,287 689,186 42
9 689,186 47,808 95,809 832,803 43
10 832,803 47,808 114,479 995,091 44
11 995,091 47,808 135,577 1,178,476 45
12 1,178,476 47,808 159,417 1,385,701 46
13 1,385,701 47,808 186,356 1,619,865 47
14 1,619,865 47,808 216,797 1,884,470 48
15 1,884,470 47,808 251,196 2,183,474 49
16 2,183,474 47,808 290,067 2,521,349 50
17 2,521,349 47,808 333,990 2,903,147 51
18 2,903,147 47,808 383,624 3,334,580 52
19 3,334,580 47,808 439,710 3,822,098 53
20 3,822,098 47,808 503,088 4,372,994 54
21 4,372,994 47,808 574,704 4,995,506 55
22 4,995,506 47,808 655,631 5,698,945 56
23 5,698,945 47,808 747,078 6,493,831 57
24 6,493,831 47,808 850,413 7,392,052 58
25 7,392,052 47,808 967,182 8,407,041 59
26 8,407,041 47,808 1,099,130 9,553,980 60
27 9,553,980 47,808 1,248,232 10,850,020 61
28 10,850,020 47,808 1,416,718 12,314,546 62
29 12,314,546 47,808 1,607,106 13,969,460 63
30 13,969,460 47,808 1,822,245 15,839,513 64
31 15,839,513 47,808 2,065,352 17,952,673 65
32 17,952,673 47,808 2,340,062 20,340,543 66
33 20,340,543 47,808 2,650,486 23,038,837 67
34 23,038,837 47,808 3,001,264 26,087,909 68
35 26,087,909 47,808 3,397,643 29,533,360 69
36 29,533,360 47,808 3,845,552 33,426,720 70
37 33,426,720 47,808 4,351,689 37,826,216 71
38 37,826,216 47,808 4,923,623 42,797,647 72
39 42,797,647 47,808 5,569,909 48,415,364 73
40 48,415,364 47,808 6,300,212 54,763,385 74
1,200,000 1,912,320

Return From SIP/Mutual Fund After 40 Year A 54,763,385

Return From Insurance After 40Year B 1,680,000
Total Return From Insurance+SIP/Mutual Fund C=A+B 56,443,385
Normal Life Insurance 20 LAKHS
Accidental Insurance 40 LAKHS
 Detail For Insurance New Client

Name

Date Of Birth

Pan No.

Aadhar No.

Mobile

Email

Eductaion

Policy Plan Policy Term

Sum Assured Mode

Height Weight

Income Source

Business Name

Annual Income

Bank a/c No.

Bank IFSC CODE

Nominee Name

Nominee Age Nominee Relation

Name D.O.B /Age Occupation Mobile

Wife /Husband

Father
 Mother

Brother

Sister

Children

Best Friend

Check List

Pan ( Self) Photo ( self)

Aadhar (Self) Cheque

Aadhar (Nominee) old policy detail

Index