Advisors Details

Name

Vishal Merchant

Contact Details
Cell No.
Fixed Line
Email address

93123456789
1123456789

Firm Name
Address

ls
C1 Advisors
Surat
Majura Gate, Surat

Financial Plan
Financial Planning for :
Age
Client's Address:

gaurav
18
9th Floor
Udhna
Surat

Phone no.
Email:

Planning for your Children

Child's Name

Meera

AGE - yrs

Present

Higher Edu.

32

Marriage

36

Child's Name

Vivaan

AGE - yrs

Present

Higher Edu.

34

Marriage

38
Planning for Yourself

Your Retirement Planning

Retirement Age

58

Expected Rate of Return After retirement

7%

Estimated Rate of Return - New Investments

Inflation Rate - Current

20.00%
7.00%

Inflation Rate - Post Retirement

5.00%

an
Date:

18 Jul 16

hildren
Present Cost - Rs. /Higher Education

Marriage

1,000,000

500,000

Present Cost - Rs. /Higher Education

Marriage

1,000,000

500,000

self
Present Cost - Rs. /Monthly expenses

15000
15000

Financial Plan for Mr. gaurav

Investment Required
Your Goals

Current Cost

Future Cost

Time to save

Monthly

Higher Education
Meera
Vivaan

1,000,000
1,000,000

8,715,271
9,978,114

32
34

386
306

36
38

122
97

40

380

Marriage
Meera
Vivaan

500,000
500,000

Monthly Expenses
Retirement Corpus Required

15,000

3,000,000
Monthly Investment
Required
Lumpsum Invetment
Required
Notes
Inflation rate assumed at 7%
Returns on investments assumed at 20%
Post Retirement returns assumed at 7%
Life expectancy assumed at 75 years

5,711,971
6,539,636
Retirement
224,617
36,981,689

67,926,680
1,290
85,395

1,290

Investment Required
Lumpsum
25497
20272
8059
6407
25162

85,395
20.00%

Client's Name:

gaurav

Your NJ Fundz Partner:

0

Address:

Phone no.
E-mail

Dated:

9th Floor
Udhna
Surat
1123456789
0

Address:

Phone no.
E-mail

July 18, 2016

Subject: Your personalised Financial Plan

Dear Mr. gaurav,
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 20% 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. 1,290 or invest a lumpsum amount of Rs. 85,395

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

Vishal Merchant
C1 Advisors
NJ Fundz Network Partner

Vishal Merchant
C1 Advisors
Surat
Majura Gate, Surat
0
93123456789

ning followed by disciplined way

eams in life. In my effort to help
he details disclosed by you.

as disclosed by you. I have taken

st to give you a brief summary, you

mount of Rs. 85,395

hts with you. The Financial

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

be reviewed on a very regular basis

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