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Advisors Details

Name Ravi Singhal Firm Name


Address
Contact Details
Cell No. 7000595101 / 8989066156
Fixed Line 0751 2970094
Email address ravisinghals@gmail.com
ils

Raging Bull Financial Advisors


156, Panchvati Vastra Nagar
Lashkar, Gwalior
M.P 474001
Financial Plan
Financial Planning for : M L Singhal
Age 50
Client's Address: Phone no.
Email:

Planning for your Children


Child's Name Ravi
AGE - yrs Present 10
Higher Edu. 18
Marriage 28

Child's Name Nidhi


AGE - yrs Present 5
Higher Edu. 18
Marriage 28

Planning for Yourself


Your Retirement Planning
Retirement Age 60
Expected Rate of Return After retirement 8%

Estimated Rate of Return - New Investments 12.00%


Inflation Rate - Current 6.00%
Inflation Rate - Post Retirement 6.00%
an
Date: 18-Sep-18

0
hildren

Present Cost - Rs. /-


Higher Education Marriage
1,000,000 1,500,000

Present Cost - Rs. /-


Higher Education Marriage
1,000,000 1,500,000

self
Present Cost - Rs. /-
Monthly expenses
50000

50000
Financial Plan for Mr. M L Singhal
Investment Required
Your Goals Current Cost Future Cost Time to save
Monthly

Higher Education
Ravi 1,000,000 1,593,848 8 10,150
Nidhi 1,000,000 2,132,928 13 5,961
Marriage
Ravi 1,500,000 4,281,509 18 6,016
Nidhi 1,500,000 5,729,624 23 4,291
Retirement
Monthly Expenses 50,000 89,542 10 58,634
Retirement Corpus Required 13,136,132

5,000,000 26,874,041 85,051

Monthly Investment
85,051
Required

Lumpsum Invetment
6,341,566
Required
Notes
Inflation rate assumed at 6%
Returns on investments assumed at 12%
Post Retirement returns assumed at 8%
Life expectancy assumed at 75 years
Investment Required
Lumpsum

643729
488812

556766
422777

4229483

6,341,566

12.00%
Client's Name: M L Singhal Your NJ Fundz Partner:
Firm:
Address: 0 Address:
0
0
Phone no. 0 Phone no.
E-mail 0 E-mail

Dated: September 18, 2018

Subject: Your personalised Financial Plan

Dear Mr. M L Singhal,

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. 85,051 or invest a lumpsum amount of Rs. 6,341,566

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

Ravi Singhal
Raging Bull Financial Advisors
NJ Fundz Network Partner
Ravi Singhal
Raging Bull Financial Advisors
156, Panchvati Vastra Nagar
Lashkar, Gwalior
M.P 474001
7000595101 / 8989066156
ravisinghals@gmail.com

ning followed by disciplined way


dreams in life. In my effort to help
the details disclosed by you.

as disclosed by you. I have taken

ust to give you a brief summary, you


amount of Rs. 6,341,566

hts with you. The Financial


p you in touch with your goals and
ree to contact me.

be reviewed on a very regular basis


hone, the latest valuation reports of
ofit and Loss Reports which helps
basis. For free sample of such reports