Prosperity Planning

Our Goals @ 5% Inflation

Select atleast One Goal

Goal

Amount (Today)

Year

Amount (Goal Year)

TotalValue

0.00

0.00
Family Monthly income

Select atleast One Income

Income

Amount (Monthly)

Amount (Annual)

Total Value

0.00
My Assets (2022)

Assets

Amount (Today)

Return

TotalValue

0.00

0%
My Liabilities

Liabilities

Start

/

tenure(Year)

Amount(Monthly)

Amount(Total)

Total Value

0.00
Non Emi Loan

Emi Loan

Amount

Interest %

/

Year

Amount(Total)

Total Value

0.00
Household Expenses

Select atleast One Expense

Expenses

Amount(Monthly)

Amount(Annual)

Total Value

0.00

This is basically to cover the possible increase in discretionary expenses owing to change in life style as one grows in his/her career.
PERP - Percentage of household Expense to be included in Retirement Planning

80%

90%

100%

110%

120%
Risk Protection

Policy

CoverValue

Premium Amount(Annual)

Total Value

0.00
My Annual Deductions

Deductions

Amount(Monthly)

Amount(Annual)

Total Value

0.00

Choose Your Return Percentage

7% ( Conservative ) Equity 15%, Debt 85%

8% ( Moderate ) Equity 40%, Debt 60%

9% ( Moderately Aggressive) Equity 60%, Debt 40%

10% ( Aggressive ) Equity 70%, Debt 30%

12% ( Very Aggressive ) Equity 85%, Debt 15%