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Invest In The Best, With The Best…

By- Nikhil Yesambare


Wealth Creation
Top Wealth Creators
Wealthy Thoughts
 How many millionaires do you know who have
become wealthy by investing in savings accounts?
I rest my case.
--Robert G. Allen

 It's not how much money you make, but how


much money you keep, how hard it works for you,
and how many generations you keep it for.
--Robert Kiyosaki
How to Create a Wealth

Savings
Savings
Ideal saving will not grow
Then…?
Why Invest…?
 Children's Education / Marriage.

 Medical Emergencies

 Retirements

 Aspiration Goals: House ,Foreign Holidays

 Other Obligations
Where to invest

PPF - 8% Low Low


Power Of Compounding
Compounding Is The 8Th Wonder of World
Start Early
Start as early as possible…so that you can get maximum power of
compounding, cost averaging, as well as possibilities of maximum
returns…

INVESTMENT EXPECTED RETURNS


PERIOD TOTAL
NAME AGE AMOUNT/
(YRS) INVESTMENT
MONTH 12% 15%

MAYUR 25 5000 35 2100000 32476345 74303225

MANGESH 30 5000 30 1800000 17649569 35049103

MANJUSHA 35 7500 25 2250000 14232263 24630553

VITIKA 40 10000 20 2400000 9991479 15159550

NARESH 45 15000 15 2700000 7568640 10152946

KISHOR 50 20000 10 2400000 4646782 5573145


S.I.P
Benefits of SIP
Cost Averaging
Goal based SIP
Achieve your Financial goals with systematic
planning's….
AMOUNT AMOUNT WITH MONTHLY INSTALLMENTS
GOAL TIME(YRS) REQUIRED ON INFLATION OF
TARGET DATE 4% 12% 15%

FOREIGN HOLIDAYS 5 500000 608326 7449 6868

MARRIAGE 10 1000000 1480244 6435 5378

HOUSE 15 2000000 3601887 7210 5388

CHILDREN'S
20 3000000 6573369 6645 4390
EDUCATION

RETIREMENT 30 20000000 64867950 18560 9370

*Assuming inflation rate of 4%


Disclaimer
Mutual fund investments are
subject to market risks Read all
scheme related documents
carefully…

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