Académique Documents
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CashFlow
Your Yearly
Surplus is
Rs 267000
Networth
Your Networth
is Rs 6900000
Income
Yearly Amount
Expenses
From Salary
From Business
From Interest/Dividend
Other Passive Income
Other Income
1200000
250000
Rent
Groceries/Domestic Expense
Utilities/Phone/Internet/Bills
Entertainment/Eating Out
Life/Health/Other Premium
Investments per year
Home/Education/Car EMI
Other EMI's
Other Expenses
Total
1450000
Total
Assets
Current Worth
Liabilities
Shares
Mutual Funds/ETF/Index Fund
Fixed/Recurring Deposits
PPF/EPF
Real Estate
ULIP's/Pension Plans
Gold/other Jewelery
Life Insurance Policies Worth
Bonds/NSC/KVP/Others
Cash
Total
0
1000000
0
0
6000000
0
0
0
0
250000
7250000
Home Loan
Education Loan
Auto/Car Loan
Personal Loan
Credit Card Debt
Any Other Loan
Total
1 OK, but can be improved
Disclaimer: This analyzer follows some methodologies and is based on some thinking which should
your view of thinking does not match with it. Take this analyzer with caution
Basic Survival
This is the expenses required for your minimum existence like Rent, Groceries
High Growth
High growth category refers to all the equity and real estate investments , Hig
www.jagoinvestor.com
Expenses
Yearly Amount
Rent
Groceries/Domestic Expenses
Utilities/Phone/Internet/Bills
Entertainment/Eating Out
Life/Health/Other Premium
Investments per year
Home/Education/Car EMI
0
300000
150000
60000
60000
600000
13000
Other EMI's
Other Expenses
0
0
Total
1183000
Liabilities
Current Worth
Home Loan
Education Loan
Auto/Car Loan
Personal Loan
Credit Card Debt
Any Other Loan
Click he
350000
Total
350000
2 Overall Good
on some thinking which should be taken as a general viewpoint . It might happen that
h caution
xistence like Rent, Groceries and Regular Bills, these are the first 3 numbers of your expenses
eal estate investments , High growth assets are those where you investmetns are increases more than inflat
4%
Good
41%
Good
4%
Average
s Passive Income ?
0%
Bad
77%
Average
0%
Bad
97%
Good
0%
Bad
17%
Bad
25.8 times
Average
184 months
Good
145 months
Good
Final Status
1.08
ur expenses
increases more than inflation
Good
Good
Average
Bad
Average
Bad
Good
Bad
Bad
Average
Good
Good
Expenses Optimization
Category
Rent
Reduction
Scope
20%
Groceries/Domestic Expenses
300000
25000
15%
Utilities/Phone/Internet/Bills
150000
12500
Entertainment/Eating Out
60000
5000
Life/Health/Other Premium
60000
5000
Home/Education/Car EMI
13000
1083
Other EMI's
Other Expenses
1183000
48583
Total
Green
7.7%
, which is Rs 3750/month
Write down what you can do about this expense, Think hard and find out what all st
to find alternatives or tips and tricks to lower down the expenses. Not just eliminate
nk hard and find out what all steps you can take to optimize this expense . The idea is
he expenses. Not just eliminate something !