Advisors Details
Name Pawan Gadge Firm Name Wealth Creators
Address L-303 Wonder City Katraj
Contact Details Pune 411046
Cell No. 9158189353
Fixed Line ----------------
Email address pawangadge2015@gmail.com
Financial Plan
Financial Planning for : ajay Date: 17 Feb 24
Age 33
Client's Address: Phone no. 999999999
Email: abc@gmail.com
Planning for your Children
Child's Name tanishak
AGE - yrs Present 334 Present Cost - Rs. /-
Higher Edu. 20 Higher Education Marriage
Marriage 25 500,000 300,000
Child's Name preyansh
AGE - yrs Present 1 Present Cost - Rs. /-
Higher Edu. 20 Higher Education Marriage
Marriage 25 500,000 300,000
Planning for Yourself
Your Retirement Planning Present Cost - Rs. /-
Retirement Age 65 Monthly expenses
Expected Rate of Return After retirement 9% 5000
5000
Estimated Rate of Return - New Investments 12.00%
Inflation Rate - Current 6.00%
Inflation Rate - Post Retirement 6.00%
Financial Plan for Mr. ajay
Investment Required
Your Goals Current Cost Future Cost Time to save
Monthly Lumpsum
Higher Education
tanishak 500,000 0 -314 0 16120831166498
preyansh 500,000 1,512,800 19 1,868 175646
Marriage
tanishak 300,000 0 -309 0 7344764799527
preyansh 300,000 1,214,680 24 805 80026
Retirement
Monthly Expenses 5,000 32,267 32 808 83635
Retirement Corpus Required 3,143,142
1,600,000 5,870,623 3,481 ###
Monthly Investment
3,481
Lumpsum
Required 23,465,596,305,332
Notes Invetment Required
Inflation rate assumed at 6%
Returns on investments assumed at 12%
Post Retirement returns assumed at 9%
Life expectancy assumed at 75 years
12.00%
Client's Name: ajay Your NJ Fundz Partner:
#N/A
Address: 0 Address:
0
0
Phone no. ---------------- Phone no.
E-mail abc@gmail.com E-mail
Dated: February 17, 2024
Subject: Your personalised Financial Plan
Dear Mr. ajay,
This is in reference to our talks in regards to your Financial Planning.
I am sure that you must be now convinced that proper financial planning followed by disciplin
of investments can alone help you realise your precious goals and dreams in life. In my effort
you to do so, I have prepared a detailed Financial Plan for you from the details disclosed by y
In the said Financial Plan I have considered all your financial goals, as disclosed by you. I ha
a return on investments of 12% as indicated
I have attached the detailed plan herewith for your consideration. Just to give you a brief sum
need to save a monthly amount of Rs. 3,481 or invest a lumpsum amount of Rs. 23,465,596
Dear Sir, I thank you for giving me an opportunity to share my thoughts with you. The Financi
Plan that I propose should help you in achieving your goals and keep you in touch with your g
dreams in life. In case you need any help, explanation, please feel free to contact me.
Sir, for the successful implementation of the Financial Plan it has to be reviewed on a very re
We offer our investors exclusive services like online access/over phone, the latest valuation
all his mutual fund investments, the current asset allocations and Profit and Loss Reports wh
us and the investors in reviewing their financial plan on an ongoing basis. For free sample of
please feel free to contact me.
Lastly, I wish you and your family a very secure and prosperous life ahead.
Thankyou,
Yours' sincerely
Pawan Gadge
Wealth Creators
NJ Fundz Network Partner
Pawan Gadge
Wealth Creators
L-303 Wonder City Katraj
Pune 411046
0
9158189353
pawangadge2015@gmail.com
nning followed by disciplined way
dreams in life. In my effort to help
m the details disclosed by you.
, as disclosed by you. I have taken
ust to give you a brief summary, you
amount of Rs. 23,465,596,305,332
ghts with you. The Financial
ep you in touch with your goals and
free to contact me.
o be reviewed on a very regular basis
hone, the latest valuation reports of
rofit and Loss Reports which helps
basis. For free sample of such reports
New FP
Financial Planning For ajay
Today SIP Required
Present Fund Time To SIP Lumsum After Lumsum
Your Goal Cost Required Save Required Investment Investment
tanishak - Higher
Education 500,000 0 -314 0 200,000 0
preyansh -
Higher Education 500,000 1,512,800 19 1,868 100,000 804
tanishak -
Marriage 300,000 0 -309 0 0 0
preyansh -
Marriage 300,000 1,214,680 24 805 0 805
ajay - Retirement 5,000 3,143,142 32 808 60,000 228
3481 360000 1838
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