Advisors Details

Name
DR. JAYESH M SHAH

Firm Name Address

Contact Details Cell No. Fixed Line Email address

9825864545 7925461767

ls
KARAN INVESTMENTS A/12, JALARAM PLAZA, JAWAHAR CHOWK, MANINAGAR AHMEDABAD-380008

Financial Plan
Financial Planning for : Age Client's Address: SACHIN SHIRKE 32 30/4,PRERNA SOC, Phone no. VATVA R0AD Email: AHMEDABAD-382443 Planning for your Children TANAY Present Higher Edu. Marriage Child's Name AGE - yrs 0 Present Higher Edu. Marriage 0 0 0 Planning for Yourself Your Retirement Planning Retirement Age Expected Rate of Return After retirement Present Cost - Rs. /Present Cost - Rs. /Higher Education 0 Marriage 0 4 18 25 Present Cost - Rs. /Higher Education 1,000,000 Marriage 1,000,000

Date:

27-Apr-12

Child's Name AGE - yrs

55 7%

Monthly expenses

20000
20000

Estimated Rate of Return - New Investments Inflation Rate - Current Inflation Rate - Post Retirement

15.00% 7.00% 5.00%

Financial Plan for Mr. SACHIN SHIRKE

Investment Required Your Goals Current Cost Future Cost

Higher Education TANAY 0 TANAY 0 Monthly Expenses Retirement Corpus Required 1,000,000 0 1,000,000 0 20,000 2,578,534 0 Marriage 4,140,562 0 Retirement 94,811 17,881,513 14 0 21 0 23 4,914 0 2,690 0 8,666 364421 0 219991 0 718380

Time to save

Monthly

Lumpsum

2,000,000
Monthly Investment Required Lumpsum Invetment Required
Notes Inflation rate assumed at 7% Returns on investments assumed at 15% Post Retirement returns assumed at 7% Life expectancy assumed at 75 years

24,600,610
16,271

16,271

1,302,791

15.00%

1,302,791

Client's Name: Address:

SACHIN SHIRKE 30/4,PRERNA SOC, VATVA R0AD AHMEDABAD-382443 7925461767 0

Your NJ Fundz Partner: Firm: Address:

Phone no. E-mail

Phone no. E-mail

DR. JAYESH M SHAH KARAN INVESTMENTS A/12, JALARAM PLAZA, JAWAHAR CHOWK, MANINAGAR AHMEDABAD-380008 9825864545

Dated:

April 27, 2012

Subject: Your personalised Financial Plan Dear Mr. SACHIN SHIRKE, 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 disciplined way of investments can alone help you realise your precious goals and dreams in life. In my effort to help you to do so, I have prepared a detailed Financial Plan for you from the details disclosed by you. In the said Financial Plan I have considered all your financial goals, as disclosed by you. I have taken a return on investments of 15% as indicated I have attached the detailed plan herewith for your consideration. Just to give you a brief summary, you need to save a monthly amount of Rs. 16,271 or invest a lumpsum amount of Rs. 1,302,791 Dear Sir, I thank you for giving me an opportunity to share my thoughts with you. The Financial Plan that I propose should help you in achieving your goals and keep you in touch with your goals and 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 regular basis We offer our investors exclusive services like online access/over phone, the latest valuation reports of all his mutual fund investments, the current asset allocations and Profit and Loss Reports which helps us and the investors in reviewing their financial plan on an ongoing basis. For free sample of such reports please feel free to contact me. Lastly, I wish you and your family a very secure and prosperous life ahead. Thankyou, Yours' sincerely

DR. JAYESH M SHAH KARAN INVESTMENTS NJ Fundz Network Partner