Scribd Logo
Importer

Bienvenue sur Scribd !

  • Goal Setting Calculator

    Transféré par

    Pradeep Bisht
    27 vues9 pages
    The document outlines investment plans for various financial goals including retirement, child education, child marriage, and a world tour. It provides details on the minimum corpus required for each goal, the current age, target age, inflation rate, and the systematic investment plan (SIP) amount needed to achieve the corpus based on an 8% annual return. The total monthly SIP required is Rs. 44,328 and the total single investment needed today is Rs. 1,297,273.47. Additional tables show how the final corpus amounts vary based on different tenure periods of 5, 10, 15 and 20 years and monthly investment amounts ranging from Rs. 1,500 to Rs. 16,666 per month.

    Description originale:

    Titre original

    Goal Setting Calculator(2)

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Formats disponibles

    XLS, PDF, TXT ou lisez en ligne sur Scribd

    Avez-vous trouvé ce document utile ?

    Ce contenu est-il inapproprié ?

    Signaler ce document
    The document outlines investment plans for various financial goals including retirement, child education, child marriage, and a world tour. It provides details on the minimum corpus required for each goal, the current age, target age, inflation rate, and the systematic investment plan (SIP) amount needed to achieve the corpus based on an 8% annual return. The total monthly SIP required is Rs. 44,328 and the total single investment needed today is Rs. 1,297,273.47. Additional tables show how the final corpus amounts vary based on different tenure periods of 5, 10, 15 and 20 years and monthly investment amounts ranging from Rs. 1,500 to Rs. 16,666 per month.

    Droits d'auteur :

    Attribution Non-Commercial (BY-NC)
    Téléchargez comme XLS, PDF, TXT ou lisez en ligne sur Scribd
    Signaler comme contenu inapproprié
    27 vues9 pages

    Goal Setting Calculator

    Transféré par

    Pradeep Bisht
    The document outlines investment plans for various financial goals including retirement, child education, child marriage, and a world tour. It provides details on the minimum corpus required for each goal, the current age, target age, inflation rate, and the systematic investment plan (SIP) amount needed to achieve the corpus based on an 8% annual return. The total monthly SIP required is Rs. 44,328 and the total single investment needed today is Rs. 1,297,273.47. Additional tables show how the final corpus amounts vary based on different tenure periods of 5, 10, 15 and 20 years and monthly investment amounts ranging from Rs. 1,500 to Rs. 16,666 per month.

    Droits d'auteur :

    Attribution Non-Commercial (BY-NC)
    Téléchargez comme XLS, PDF, TXT ou lisez en ligne sur Scribd
    Signaler comme contenu inapproprié
    sur 9

    Tenure of Investment

    20
    20
    20
    20
    20
    20
    20
    Amount Required after Tenure
    2000000 2500000 3000000 3500000 4000000 4500000 5000000
    Rate of Interest
    15%
    15%
    15%
    15%
    15%
    15%
    15%
    Systamatic Inv. Plan Required
    1.300
    1.625
    1.951
    2.276
    2.601
    2.926
    3.251

    Retirement

    Child Education

    Minimum
    Monthly Income Requirement 30000
    Current Age
    28
    Retirement Age
    50
    Pending Years
    22
    Rate of Inflation
    6%
    Inflated Monthly Cost
    108106
    Corpus Requirement @ 8%
    16215918
    Current Value of corpus available 0
    Value of corpus at Retirement age 0
    Net corpus required
    16215918

    Minimum
    Corpus for Higher Education
    1000000
    Current Age
    1
    Education Age
    18
    Pending Years
    17
    Rate of Inflation
    5%

    SIP Requirement

    SIP Requirement

    7.693

    Inflated Higher Education2292018


    Cost
    Current Value of corpus available 0
    Value of corpus at study age
    0
    Net corpus required
    2292018
    2.415

    Child Marriage

    World Tour

    Minimum
    Corpus for Marriage
    1500000
    Current Age
    4
    Marriage Age
    20
    Pending Years
    16
    Rate of Inflation
    5%
    Inflated Marriage Cost 3274312
    Current Value of corpus available
    150000
    Value of corpus at study age
    1403643
    Net corpus required
    1870669

    Minimum
    Corpus for World Tour
    4000000
    Current Age
    32
    Tour Age
    40
    Pending Years
    8
    Rate of Inflation
    5%
    Inflated World Tour Cost 5909822
    Current Value of corpus available 0
    Value of corpus at study age
    0
    Net corpus required
    5909822

    SIP Requirement

    SIP Requirement

    Total SIP Required


    Total Single Investment

    2.324
    44.328
    150000

    31.897

    1297273,47
    1297273,47

    16215918,37
    108106,1225

    ANNUALY -18000
    Tenure of Investment

    10

    Tenure of Investment

    15

    Tenure of Investment

    Monthly Investment

    1500

    Monthly Investment

    1500

    Monthly Investment

    Rate of Interest

    15%

    Rate of Interest

    15%

    Rate of Interest

    Corpus after Tenure

    417.986

    Corpus after Tenure

    1.015.295

    Corpus after Tenure

    ANNUALY -24000
    Tenure of Investment

    10

    Tenure of Investment

    15

    Tenure of Investment

    Monthly Investment

    2000

    Monthly Investment

    2000

    Monthly Investment

    Rate of Interest

    15%

    Rate of Interest

    15%

    Rate of Interest

    Corpus after Tenure

    557.315

    Corpus after Tenure

    1.353.726

    Corpus after Tenure

    30000
    Tenure of Investment

    10

    Tenure of Investment

    15

    Tenure of Investment

    Monthly Investment

    2500

    Monthly Investment

    2500

    Monthly Investment

    Rate of Interest

    15%

    Rate of Interest

    15%

    Rate of Interest

    Corpus after Tenure

    696.643

    Corpus after Tenure

    1.692.158

    Corpus after Tenure

    36000
    Tenure of Investment

    10

    Tenure of Investment

    15

    Tenure of Investment

    Monthly Investment

    3000

    Monthly Investment

    3000

    Monthly Investment

    Rate of Interest

    15%

    Rate of Interest

    15%

    Rate of Interest

    Corpus after Tenure

    835.972

    Corpus after Tenure

    2.030.589

    Corpus after Tenure

    42000
    Tenure of Investment

    10

    Tenure of Investment

    15

    Tenure of Investment

    Monthly Investment

    3500

    Monthly Investment

    3500

    Monthly Investment

    Rate of Interest

    15%

    Rate of Interest

    15%

    Rate of Interest

    Corpus after Tenure

    975.300

    Corpus after Tenure

    2.369.021

    Corpus after Tenure

    48000
    Tenure of Investment

    10

    Tenure of Investment

    15

    Tenure of Investment

    Monthly Investment

    4000

    Monthly Investment

    4000

    Monthly Investment

    Rate of Interest

    15%

    Rate of Interest

    15%

    Rate of Interest

    Corpus after Tenure

    1.114.629

    Corpus after Tenure

    2.707.452

    Corpus after Tenure

    54000
    Tenure of Investment

    10

    Tenure of Investment

    15

    Tenure of Investment

    Monthly Investment

    4500

    Monthly Investment

    4500

    Monthly Investment

    Rate of Interest

    15%

    Rate of Interest

    15%

    Rate of Interest

    Corpus after Tenure

    1.253.958

    Corpus after Tenure

    3.045.884

    Corpus after Tenure

    60000
    Tenure of Investment
    Monthly Investment

    10
    5000

    Tenure of Investment
    Monthly Investment

    15
    5000

    Tenure of Investment
    Monthly Investment

    Rate of Interest

    15%

    Corpus after Tenure

    1.393.286

    Rate of Interest
    Corpus after Tenure

    15%
    3.384.315

    Rate of Interest
    Corpus after Tenure

    66000
    Tenure of Investment

    10

    Tenure of Investment

    15

    Tenure of Investment

    Monthly Investment

    5500

    Monthly Investment

    5500

    Monthly Investment

    Rate of Interest

    15%

    Rate of Interest

    15%

    Rate of Interest

    Corpus after Tenure

    1.532.615

    Corpus after Tenure

    3.722.747

    Corpus after Tenure

    20
    1500
    15%
    2.273.932

    20
    2000
    15%
    3.031.910

    20
    2500
    15%
    3.789.887

    20
    3000
    15%
    4.547.865

    20
    3500
    15%
    5.305.842

    20
    4000
    15%
    6.063.820

    25
    4500
    15%
    14.778.332

    20
    5000

    15%
    7.579.775

    20
    5500
    15%
    8.337.752

    Sheet4
    ANNUALY = 18000
    Tenure of Investment
    Monthly Investment
    Rate of Interest
    Corpus after Tenure

    10

    10

    10

    10

    15

    15

    15

    15

    1500

    1500

    1500

    1500

    1500

    1500

    1500

    1500

    25%

    30%

    15%

    20%

    25%

    30%

    799.207 1.129.026

    1.015.295

    1.701.442 2.933.677

    5.176.565

    15%

    20%

    417.986

    573.545

    ANNUALY = 20000
    Tenure of Investment
    Monthly Investment
    Rate of Interest
    Corpus after Tenure

    10

    10

    1666,667

    1666,667

    15%

    20%

    464.429

    637.273

    10

    15

    1666,667 1666,6667

    10

    1666,6667

    30%

    15%

    888.008 1.254.474

    25%

    1.128.105

    15

    15

    1666,6667 1666,6667

    15

    1666,6667

    25%

    30%

    1.890.492 3.259.641

    20%

    5.751.739

    ANNUALY = 25000
    Tenure of Investment
    Monthly Investment
    Rate of Interest
    Corpus after Tenure

    10

    10

    2083,333

    2083,333

    15%
    580.536

    20%

    10

    15

    2083,333 2083,3333

    10

    2083,3333

    30%

    15%

    796.591 ######### 1.568.092

    25%

    1.410.131

    15

    15

    2083,3333 2083,3333

    15

    2083,3333

    25%

    30%

    2.363.114 4.074.552

    20%

    7.189.674

    ANNUALY = 30000
    Tenure of Investment

    10

    10

    10

    10

    15

    15

    15

    15

    Monthly Investment

    2500

    2500

    2500

    2500

    2500

    2500

    2500

    2500

    Rate of Interest

    15%

    20%

    25%

    30%

    15%

    20%

    25%

    30%

    955.909 ######### 1.881.710

    1.692.158

    2.835.737 4.889.462

    8.627.608

    Corpus after Tenure

    696.643

    ANNUALY = 50000
    Tenure of Investment
    Monthly Investment
    Rate of Interest

    10

    10

    4166,667

    4166,667

    15%

    20%

    10

    15

    4166,667 4166,6667

    10

    4166,6667

    30%

    15%

    Corpus after Tenure ######### ######### ######### 3.136.184

    25%

    2.820.263

    15

    15

    4166,6667 4166,6667

    15

    4166,6667

    20%

    25%

    30%

    4.726.229 8.149.103 ##########

    ANNUALY = 100000
    Tenure of Investment
    Monthly Investment
    Rate of Interest

    10

    10

    8333,333

    8333,333

    15%

    20%

    10

    15

    8333,333 8333,3333

    10

    8333,3333

    30%

    15%

    Corpus after Tenure ######### ######### ######### 6.272.368

    25%

    5.640.526

    15

    15

    8333,3333 8333,3333

    15

    8333,3333

    20%

    25%

    30%

    9.452.458 ######### ##########

    ANNUALY = 150000
    Tenure of Investment
    Monthly Investment
    Rate of Interest

    10

    10

    10

    10

    15

    15

    15

    15

    12500

    12500

    12500

    12500

    12500

    12500

    12500

    12500

    15%

    20%

    25%

    30%

    15%

    20%

    25%

    30%

    Corpus after Tenure ######### ######### ######### 9.408.552

    8.460.789 14.178.686 ######### ##########

    ANNUALY = 200000
    Tenure of Investment
    Monthly Investment
    Rate of Interest

    10

    10

    16666,67

    16666,67

    15%

    20%

    10

    15

    16666,67 16666,667

    10

    16666,667

    25%

    30%

    Corpus after Tenure ######### ######### ######### #########

    Page 8

    15%

    15

    15

    16666,667 16666,667

    15

    16666,667

    20%

    25%

    30%

    ######### 18.904.915 ######### ##########

    Sheet4
    20

    20

    20

    20

    1500

    1500

    1500

    1500

    20%

    25%

    30%

    15%
    2.273.932

    4.742.219 ########## 22.984.885

    20

    20

    1666,6667

    1666,6667

    15%
    2.526.592

    20%

    20

    20
    2083,3333

    15%

    20

    25%

    30%

    5.269.132 ########## 25.538.761

    2083,3333
    3.158.240

    20

    1666,6667 1666,66667

    20%

    20

    20

    2083,3333 2083,33333
    25%

    30%

    6.586.415 ########## 31.923.451

    20

    20

    20

    20

    2500

    2500

    2500

    2500

    15%

    20%

    25%

    30%

    3.789.887

    7.903.698 ########## 38.308.141

    20

    20

    4166,6667

    4166,6667

    15%

    20%

    20

    20

    4166,6667 4166,66667
    25%

    30%

    6.316.479 ########## ########## 63.846.902

    20

    20

    8333,3333

    8333,3333

    15%

    20%

    20

    20

    8333,3333 8333,33333
    25%

    30%

    ######### ########## ########## ##########

    20

    20

    20

    20

    12500

    12500

    12500

    12500

    15%

    20%

    25%

    30%

    ######### ########## ########## ##########

    20

    20

    16666,667

    16666,667

    15%

    20%

    20

    20

    16666,667 16666,6667
    25%

    30%

    ######### ########## ########## ##########

    Page 9

    Vous aimerez peut-être aussi