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Wealth Wisdom

Goal

  • PLAN YOURRETIREMENT
  • CHILDEDUCATION
  • MARRIAGE FORCHILD
  • YOUROTHER GOAL
Present Age

Retirement Age

Monthly Expenses

Your Risk Appetite
Amount of Existing Investments ()

Returns on Existing Investments (%)
Assumptions
Life Expectancy (years)
Pre-retirement inflation p.a. %
Returns on Retirement Kitty %
Post-retirement inflation p.a. %

PLAN YOUR RETIREMENT

Recommended Retirement Kitty Amount

-

Congratulations. Your existing investments are sufficient enough to meet your goals.

Required Investment Amount

Future value of Existing Investment

-

Shortfall / Surplus to Target Amount

-

Monthly expenses in Retirement Year

-
Years Remaining
Cost Today ()

Expected Inflation %
Your Risk Appetite
Amount of Existing Investments ()

Returns on Existing Investments (%)

CHILD EDUCATION

Recommended Target Amount

-

Congratulations. Your existing investments are sufficient enough to meet your goals.

Required Investment Amount

Future value of Existing Investment

-

Shortfall / Surplus to Target Amount

-
Years Remaining
Cost Today ()

Expected Inflation %
Your Risk Appetite
Amount of Existing Investments ()

Returns on Existing Investments (%)

MARRIAGE FOR CHILD

Recommended Target Amount

-

Congratulations. Your existing investments are sufficient enough to meet your goals.

Required Investment Amount

Future value of Existing Investment

-

Shortfall / Surplus to Target Amount

-
Goal Name
Years Remaining
Cost Today ()

Expected Inflation %
Your Risk Appetite
Amount of Existing Investments ()

Returns on Existing Investments (%)

YOUR OTHER GOAL

Recommended Target Amount

-

Congratulations. Your existing investments are sufficient enough to meet your goals.

Required Investment Amount

Future value of Existing Investment

-

Shortfall / Surplus to Target Amount

-
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