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Age 30
Son Suryansh
Age Submitted By -
14
Standard 1. Simran Agarwal
8th
Daughter 2. Rohit Kumar Singh
Dhruvi
Age 9
Standard
3. Rishabh Rajora
3rd
Year 4. Hitesh Khandawal
2020
5. Aditi Singh
Retire 55
Life Expectency 85
Assets
Equity Mutual Fund Schemes 1,545,000
Debt Mutual Funds Schemes 579,000
Equity Shares in Demat Account 2,392,000
Equity Linked Saving Scheme 385,000
Public Provident Fund (PPF) 659,000
Gold and Diamond Jewelley 1,075,000
Car 450,000
Bank Account (salary) 382,000
Fixed Deposits 600,000
Total Assets ₹ 8,067,000.00
Liabilities
Car Loan ₹ 570,000.00
Annual
480000
216000
300000
420000
144000
₹ 1,560,000.00
Annual
300000
180000
38759
27631
8637
555027
30 2020
31 2021
32 2022 1
33 2023 2
34 2024 3
35 2025 4
36 2026 5
37 2027 6
38 2028 7
39 2029 8
40 2030 9
41 2031 1 10
42 2032 2 11
43 2033 3 12
44 2034 4 13
45 2035 5 14
46 2036 6 15
47 2037 7 16
48 2038 8 17
49 2039 9 18
50 2040 10 19
51 2041 11 20
2020 52 2042 12
2023 53 2043 13
54 2044 14
55 2045 15
2020
2030
Equity Mutual Fund Schemes
LUMPSUM 1,545,000
2020
Annuity 25000.00
Time 3.00
Equity Mutual Fund Schemes Rate 11%
2023
3 3 3
7.50% 11% 11%
Debt Mutual Funds Schemes Equity Shares in Demat Account Equity Linked Saving Scheme
₹ 661,380.31 ₹ 1,635,686.68 ₹ 263,268.97
15000.00
Debt Mutual Funds Schemes Equity Shares in Demat Account Equity Linked Saving Scheme
2747740.50 3395947.50 546588.54
15000.00
3 3 3 3
7.75% 6% 3% 7.25%
Public Provident Fund (PPF) Gold and Diamond Jewelley Bank Account (salary) Fixed Deposits
₹ 412,199.31 ₹ 640,171.10 ₹ 208,710.86 ₹ 370,094.95
Public Provident Fund (PPF) Gold and Diamond Jewelley Bank Account (salary) Fixed Deposits
695069.46 962580.64 256688.03 604079.73
3
3%
₹ 3,714,945.68
₹ 3,714,945.68
₹ 1,857,472.84
₹ 1,857,472.84
Net Income
₹ 1,857,472.84
41329.68
7.00
2284457.30
3857791.95
6142249.25
1628894.63