dot elakshya template for public
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
Still loading...
ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMANAOAPAQARASATAUAVAWAXAYAZBABBBCBDBEBFBGBHBIBJBKBLBMBNBOBPBQBRBSBTBUBVBWBXBYBZCACBCCCDCE
1


Row no 1 : Ignore this full row - This is the Encrypted Data available with us at eLakshya in our database
Narotham Reddy;0;20/04/2011http://e.es22.com/narothamreddy.112@gmail.com9535295492narothamreddy.112@gmail.comdd/mm/yyyydd/mm/yyyy hh:mm:sssz0-Thank you for your response, we will call you on 10/05/2011 to take feedback from you about the product. If you found it usefull, we will carry on with further interactions-iz001dd/mm/yyyy hh:mm:ss;0;0sp;sp;0(3);0(4);0(5);0(6);0(7);yadava reddy;laxmi;AXYPP0672J;SBI;PEERZADIGUDA;0(13);0(14)0(1);0(2);0(3);0(4);0(5);0(6);0(7);0(8);0(9);0(10);0(11);0(12);0(13);0(14);0(15);0(16);0(17);0(18);0(19);0(20);0(21);n10(1);0(2);0(3);0(4);0(5);0(6);0(7);0(8);0(9);0(10);0(11);0(12);0(13);0(14);0(15);0(16);0(17);0(18);0(19);0(20);0(21)0(1);0(2);0(3);0(4);0(5);0(6);0(7);0(8);0(9);0(10);0(11);0(12);0(13);0(14);0(15);0(16);0(17);0(18);0(19);0(20);0(21)0(1);0(2);0(3);0(4);0(5);0(6);0(7);0(8);0(9);0(10);0(11);0(12);0(13);0(14);0(15);0(16);0(17);0(18);0(19);0(20);0(21)bfirm;elakshya knowledge process services;senior executive;no 3123,6th main,hal IInd stage,indranagar,bangalore-38;0(5);0(6);8042197341;998567068;narotham_112@yahoo.com07/08/1972;dd/mm/yyyy(2);dd/mm/yyyy(3);dd/mm/yyyy(4);02/04/1960;17/09/1972;dd/mm(7);dd/mm(8)hero honda passion plus 2008;22/02/2009;dd/mm(3);maruti waganor 2007;12/06/2007;dd/mm(6)a1;e2;a3;d4;a5;s6;y7;b8;e9h9u9x9x9;mten;assisting in elakshya0(1);0(2);0(3);0(4);0(5);0(6);0(7);0(8);0(9);0(10);0(11);0(12);0(13);0(14);0(15);0(16);0(17);0(18);0(19);0(20);0(21)i11;0(2);0(3);0(4);0(5);0(6);0(7);0(8);0(9);5t;3;3;6;6;6;3;3;3;zonea;3;3;6;6;6;3;3;3;zonea;0(29);0(30);0(31);0(32);0(33);0(34);0(35);0(36);0(37);0(38);0(39);0(40);0(41);0(42);0(43);0(44);0(45);0(46);0(47);0(48)dummy data~dummy dataToday's Date21/10/2016Your age ( rounded to lower fig)=>44Your age (rounded to closest figure)=>44Your spouse age ( rounded to lower fig)=>#VALUE!Your spouse (rounded to closest figure)=>#VALUE!Your kid1 age ( rounded to lower fig)=>#VALUE!Your kid1 age (rounded to closest figure)=>#VALUE!Your kid2 age ( rounded to lower fig)=>#VALUE!Your kid2 age (rounded to closest figure)=>#VALUE!Your father's age ( rounded to lower fig)=>56Your father's age (rounded to closest figure)=>57Your mother's age ( rounded to lower fig)=>44Your mother's age (rounded to closest figure)=>44Vehicle1 age(rounded to closest figure)8Vehicle2 age(rounded to closest figure)922/10/2016 00:01:55No of days for the next wedding anniversary#VALUE!No of days for next health insurance expiry#VALUE!no of days for next vehicle1 insurance expiry#VALUE!no of days for next vehicle2 insurance expiry#VALUE!
2
Row no 2 upto Row 9 has all your particulars and data - please look at them at your convenience. If any of them is incorrect,pl message us ( see J11 onwards) - or u may just call us at 9916128085-Bangalore/9962002466-Chennaifull name(1)spreadsheet key(2)joining date of first job in life in dd/mm/yyyy formatshort link to dot eLakshya filemobile nolatest specific sms sentall group emails or group sms till datemain email idfuture date for discussions ( for email or calling) : Format is : dd/mm/yyyyfuture time for SMS :format is dd/mm/yyyy hh:mm:ssfuture specific smsUse of dot eLakshya file-Got file?Y/N/Opened it ?Y/N/More information?Y/N/Filling it?Y/N/Videos?Y/N/Again send you?Y/N/Comments-Latest discussion points - stage of person sz?-latest discussion pts with company and products and mention future actionables & specific products discussed - interaction no iz001All earlier discussions and all earlier smsesFuture interview date and time(1)future interview details(2)future interview results(3)elite who has latest contacted customer(1)elite who contacted customer first(2)for latest product purchase -login date(3)expected completion date ( if this is completed, then move to the products column)(4)name of spouse(5)name of kid1(6)name of kid2(7)name of father(8)name of mother(9)pan no(10)bank name(11)bank branch(12)bank a/c no(13)bank neft code(14)For product 1=>type of product purchased by customer(1)company(2)app no(3)policy no(4)total amount(5)frequency of payment(6)no of units(7)nav on that date(8)no of units(9)internet code for that product(10)nominee(11)way by which payment made(12)cheque no(13)micr code(14)pdt code(15)when ending(16)txn type(17)txn desc(18)folio creation date(19)folio no(20)account no given(21)kyc done(y1 or n1)(22)no of days for next self birthday=>15781no of days for next spouse birthday=>#VALUE!no of days for next kid1 birthday=>#VALUE!no of days for next kid2 birthday=>#VALUE!no of days for next father and mother birthday=>2029115740
3
Correct DataNarotham Reddy020/04/2011 00:00:00http://e.es22.com/narothamreddy.112@gmail.com9535295492narothamreddy.112@gmail.comdd/mm/yyyydd/mm/yyyy hh:mm:sssz0-Thank you for your response, we will call you on 10/05/2011 to take feedback from you about the product. If you found it usefull, we will carry on with further interactions-iz001dd/mm/yyyy hh:mm:ss00spsp0(3)0(4)0(5)0(6)0(7)yadava reddylaxmiAXYPP0672JSBIPEERZADIGUDA0(13)0(14)0(1)0(2)0(3)0(4)0(5)0(6)0(7)0(8)0(9)0(10)0(11)0(12)0(13)0(14)0(15)0(16)0(17)0(18)0(19)0(20)0(21)n1
4
Data HeadingsFor product 2=>type of product purchased by customer(1)company(2)app no(3)policy no(4)total amount(5)frequency of payment(6)no of units(7)nav on that date(8)no of units(9)internet code for that product(10)nominee(11)way by which payment made(12)cheque no(13)micr code(14)pdt code(15)when ending(16)txn type(17)txn desc(18)folio creation date(19)folio no(20)account no given(21)For product 3=>type of product purchased by customer(1)company(2)app no(3)policy no(4)total amount(5)frequency of payment(6)no of units(7)nav on that date(8)no of units(9)internet code for that product(10)nominee(11)way by which payment made(12)cheque no(13)micr code(14)pdt code(15)when ending(16)txn type(17)txn desc(18)folio creation date(19)folio no(20)account no given(21)For product 4=>type of product purchased by customer(1)company(2)app no(3)policy no(4)total amount(5)frequency of payment(6)no of units(7)nav on that date(8)no of units(9)internet code for that product(10)nominee(11)way by which payment made(12)cheque no(13)micr code(14)pdt code(15)when ending(16)txn type(17)txn desc(18)folio creation date(19)folio no(20)account no given(21)
5
Correct Data0(1)0(2)0(3)0(4)0(5)0(6)0(7)0(8)0(9)0(10)0(11)0(12)0(13)0(14)0(15)0(16)0(17)0(18)0(19)0(20)0(21)0(1)0(2)0(3)0(4)0(5)0(6)0(7)0(8)0(9)0(10)0(11)0(12)0(13)0(14)0(15)0(16)0(17)0(18)0(19)0(20)0(21)0(1)0(2)0(3)0(4)0(5)0(6)0(7)0(8)0(9)0(10)0(11)0(12)0(13)0(14)0(15)0(16)0(17)0(18)0(19)0(20)0(21)
6
Data Headingscurrent location/b=blore,c=chennai,h=hyd,m=mumbai,e=cbe,f=madurai,s=salem,t=trichy,p=pondy,y=mysore,l=mlore,u=hubli,o=kochi,v=tvm,i=calicut,z=vizag,p=tirupati,w=vijayawada,d=delhi and north,a=kolkata&east(1)current company(2)current designation(3)full address office(4)full address residence(5)previous company lists(6)landline no of customer(7)mobile2(8)email2(9)customer date of birth(1)spouse date of birth(2)kid1 date of birth(3)kid2 date of birth(4)father's date of birth(5)mother's date of birth(6)anniversary date and month(7)health insurance expiry date and month(8)vehicle1 make and model details(1)vehicle1 date of registration(2)vehicle1 insurance expiry date and month(3)vehicle2 make and model details(4)vehicle2 date of registration(5)vehicle2 insurance expiry date and month(6)a1=recr, b1=retailing,c1 =principal, d1=vendor(1)a2=10th or dip,b2=12th&dip,c2=ba/bcom/bca/bsc/etc thru college,d2=graduation thru correspondence,e2=be/btech in cse/elect/bio/marine/aero,f2=be/btech in civil/mech/chemical,g2=mca college,h2=mba two yr pgm at college,i2=mba two yr correspondence,j2=mba 1 yr,k=me/ms,m=professional like CA/ICWA/phd(2)a3=contact,b3= never again,c3=maybe later(3)a4=bfsi,b4=bpo voice,c4=bpo nonvoice,d4=it,e4=fmcg,f4=auto,g4= reaestate,h4=logistics,i4=chemical,j4=pharma,k4=bio,l4=others,z4=fresher open for anything, y4=fresher open for select(4)a5=sales&marketing,b5=voice and telesales, c5=processing,d5=accounts,e5=admin&hr,f5=networking,g5=sap,h5=supply chain,i5=infrastructure,j5=programmer,k5=hardware,z5=fresher open for any,y5=fresher open for select(5)m6=married, s6= single(6)cust resume-y7 or n7(7)where job preference-c8=chennai,b8=blore,e8=cbe,k8=kerala,h8=hyd,s8=south tn,a8=rest of karnataka,v8=north andhra,l8=south andhra,m8=mumbai,n8=delhi and north,o8=east and kolkata(8)t9=tamil,e9=english,h9=hindi, m9=malayalam,u9=telugu, r9=urdu,k9=kannada, f9=french,b9=bengali - have this as ten letters (9)mten or ften (10)current job role details with one-line description(11)gross ctc self(1)gross ctc spouse(2)net ctc self(3)net ctc spouse(4)other inflows pa(5)existing LI cover(6)ref1(7)ref2(8)ref3(9)ref4(10)ref5(11)x12(12)x13(13)x14(14)x15(15)x16(16)x17(17)x18(18)x19(19)x20(20)x21(21)for self birthday : dob - today and today - dob-1614616146for spouse bday : dob-today and today-dob#VALUE!#VALUE!for kid1 bday - dob - today and today - dob#VALUE!#VALUE!
7
Correct Databfirmelakshya knowledge process servicessenior executiveno 3123,6th main,hal IInd stage,indranagar,bangalore-380(5)0(6)8042197341998567068narotham_112@yahoo.com26518dd/mm/yyyy(2)dd/mm/yyyy(3)dd/mm/yyyy(4)2200826559dd/mm(7)dd/mm(8)hero honda passion plus 200839866dd/mm(3)maruti waganor 200739245dd/mm(6)a1e2a3d4a5s6y7b8e9h9u9x9x9mtenassisting in elakshya0(1)0(2)0(3)0(4)0(5)0(6)0(7)0(8)0(9)0(10)0(11)0(12)0(13)0(14)0(15)0(16)0(17)0(18)0(19)0(20)0(21)
8
Data Headingstax status individual or corporate(i11 or c11)(1)eL commisson in sales(2)reward rupees(3)name of ug college(4)name of pg college(5)name of grad degree(6)name of pg degree(7)kyc done or not(kyc1 or kyc0)(8)long link to dot elakshya filename of database filevehicle 1 - elakshya code for hdfc ergo idv(11)vehicle 1 - elakshya code for hdfc ergo tariff(12)vehicle 1 - elakshya code for tata aig idv(13)vehicle 1 - elakshya code for tata aig tariff(14)vehicle 1 - elakshya code for future generali idv(15)vehicle 1 - elakshya code for future generali tariff(16)vehicle 1 - elakshya code for reliance idv(17)vehicle 1 - elakshya code for reliance tariff(18)vehicle 1 zone(19)vehicle 2 - elakshya code for hdfc ergo idv(20)vehicle 2 - elakshya code for hdfc ergo tariff(21)vehicle 2 - elakshya code for tata aig idv(22)vehicle 2 - elakshya code for tata aig tariff(23)vehicle 2 - elakshya code for future generali idv(24)vehicle 2 - elakshya code for future generali tariff(25)vehicle 2 - elakshya code for reliance idv(26)vehicle 2 - elakshya code for reliance tariff(27)vehicle 2 zone(28)y29(29)y30(30)y31(31)y32(32)y33(33)y34(34)y35(35)y36(36)y37(37)y38(38)y39(39)y40(40)y41(41)y42(42)y43(43)y44(44)y45(45)y46(46)y47(47)y48(48)All earlier inteviews dates,details and resultsFull resumeage of vehicle 1 to lowest integerage of vehicle 2 to lowest integerHow much of work experience do you have till now ( in years)=>5.51for kid2 bday : dob - today and today - dob#VALUE!#VALUE!father bday - dob - today and today-dob-2065620656mother bday - dob-today and today-dob-1610516105
9
Correct Datai110(2)0(3)0(4)0(5)0(6)0(7)0(8)0(9)5t33666333zonea33666333zonea0(29)0(30)0(31)0(32)0(33)0(34)0(35)0(36)0(37)0(38)0(39)0(40)0(41)0(42)0(43)0(44)0(45)0(46)0(47)0(48)dummy datadummy data79
10
Number of times you have opened your dot eLakshya file=>6tariff filter for vehicle 1 based on ageyear of registration of vehicle 1tariff filter for vehicle 2 based on ageyear of registration of vehicle 2
11
Summary : This is your personal Excel File, easily accessed through your Name and DOB. It has several sheets starting from: "a" ( it shows all the results - you can only view this sheet and not edit), "b"( you can update and must update plus enter data and keep updating all the time in sheet b), "c" - (this has some calculations, not relevant for user, "d" ( this will have all the application forms, policy documents etc embedded), "e" ( spare sheet for future), "f" is emi calculator, "g" is savings calculator, "h" is annuity calculator, "i" is retirement calculator, "j" is insurance investment calculator. All dates are in dd/mm/yyyy format, all percentage figures are in "number" format. Use the colour coding to help you go to where you want ( THE SAME HEADING / TOPIC WILL HAVE THE SAME COLOUR)Click here to go to our website ( it is called es22.com)Click here to buy icici prudential mutual funds online692009692007
12
Step 1 : Is your Savings good enough for Emergency ? See C36 Below | Step 2 : Is your Liquidity Ratio ok to take care of contingencies ? See answer in C38Step 21 : Fill out your resume in Sheet b - C3 to V3Click here to see our entire notice board, our education videos etcClick here to buy Reliance mutual funds online
13
Step 3 : There are two methods to show your Human Life Value and your Life Insurance Requirement - See C41 and C75 (second method)| Step 4 : What is your Risk Profile ? See C44Click here to select a Mutual Fund. This will help you choose the best mutual fund based on your criteriaClick here to buy Birla Sunlife Mutual Funds online
14
Step 5 : Based on your risk profile, how should you invest your money ( generally speaking) ? See C45 | Step 6 : Suppose you have made / will make some "Lumpsum Equity, Debt and Other Mutual Fund Investments from time to time. Please see the total invested amount ( B46), their value as of today ( B47), their returns by various methods and procedures ( B48-B56). See the actual returns of each of the MFs on a Real-Time basis - Look at the table at F32 to o43Click here to send us a message on anything - eg : trigger to be set up,your data has to be modified etcClick here to buy HDFC Mutual Funds online
15
Step 7 : Similarly, you also have SIPs running. See the SIP investment till date, the returns, the values (B57 to B59)Click here to see various uptodate information on various topicsClick here to buy SBI Mutual funds online
16
Step 7 : For SIP, you may also look at the table S32 to AC100 to see the exact returns for each SIP instalment. Note that we have given space for only 1 SIP Fund, but we can always expand if you want !Click here to send an SMS to Bangalore office from computer itself - u need to log on to ur facebook account for thisClick here to buy Taurus Mutual funds online
17
Step 8 : You also have some Direct Equity Investments. See their investment amounts ( B60), Value as of now ( B61), Returns ( B62 to B64), and their table array ( F45 to 055)Click here to send an SMS to Chennai office from computer itself - u need to log on to your facebook account for thisClick here to buy L&T Mutual funds online
18
Step 9 : After Life Insurance, you need to plan for your Retirement Corpus. See C69 to C74 to know how much you need to invest monthly, to build your correct Retirement CorpusClick here to pay us online through PaypalClick here to buy Fidelity Mutual funds online
19
Step 10 : If you do a Random SIP, what is the total amount which i will get ? Result in C76. If I dont start now, but start "x" months from now, how much will i lose ? Result in C77. Instread of an SIP, if I do a random 1-time investment, what is the total amount I will get ? Result in C78 . If I dont do that now, but if i do it in "x" months from now, how much will I lose ? Result in C79. If I take a loan for "X" amount, what would my EMI be ? Result in C80. Anytime you need to recalculate, you can always change the figures in sheet b. A complete EMI breakup scenario is separately given in sheet fClick here to buy Religare Mutual funds online
20
Step 11 : Health Insurance is extremely important. Please see the Health Insurance Premiums across 8 companies instantaneously, already calculated for you based on your age and family ! You may see the Premiums for you+spouse+kids in F57 to N70, and you can see the Premiums for your Father&Mother at F71-N80 ( Give your inputs in Sheet b - E41 to J44)Click here to buy L&T Mutual funds online
21
Step 12 : You have invested your funds in various instruments starting from SB account to NSC,PPF etc. Based on your age and other parameters, we give you a recommendation of the ideal percentage allocation in B81, and compare it with your current percentage allocation in C81Click here to buy Mahindra Finance Fixed Deposits online
22
Step 14 : Through financial planning, it is quite important to know your Income Tax calculations. We provide the entire IT calculator for you for the year 2010-11 from C83 to C96Step 14B : We have also given you Income Tax calculations for financial year 2011-2012 and assessment year 2012-2013) : Please see B163 to B180 below
23
Step 15 : Your health is as important as your wealth. A quick calculation to Body Mass Index and whether you are on the right track - See B97 and C97
24
Step 16 : A juicy scenario. Supposing you stop earning now and let your savings take care of you through the rest of your life. Will they last ? See from B98 to E146
25
Step 17 : With all the returns on your investments, you will certainly travel abroad frequently. See F84 to O106 for Overseas Travel Insurance rates across companies, based on YOUR AGE and family details
26
Step 18 : Supposing you have a goal(Lakshya) to reach a particular amount in some time. How much of SIP do you need to do to reach that ? See result in C154
27
Step 19 : You can see your EMI amount in this sheet in C80, your full EMI calculator in sheet f, your Full Savings Calculator in sheet g, your full Annuity Calculator in sheet h, your retirement calculator in Sheet i and your Insurance Investment Calculator in sheet j
28
Step 20 : Your Fixed Deposit Investments (Company Deposits) - see their invested values, maturity amounts, maturity dates etc in F113:K118 ( u need to input values in sheet b - F57 to F59)Step 21 : The Value of your Gold and Silver Ornamental holdings : see their value up-to-dodate etc in C182 : C183 ( u need to input the number of gms that you hold, in sheet b - B130 and B131Step 22 : For two of your vehicles, their latest insurance premiums are calculated and given across 4 different companies, so that you can compare and choose before you buy ( A186-D205 and F186-I205). In case you want to override any calculations, you can use sheet b - B134 to C140Step 23 : Home insurance calculations are given across 4 different companies, so that you can compare and choose before you buy(K186-N195). For writing the value of the house,electronic item etc, use sheet b - A142 to C145Step 24 - Life Insurance Premiums ( Term insurance) across 4 different companies.See the same in this sheet in P186 to T192. If you want to change the running term, do so in sheet b in B148Step 25 : How to choose your Mutual Fund based on your preference : About 1800 Mutual Funds are listed here, with their latest performances, latest NAV, latest size and fund details etc. You can use the "filter" option to choose the kind of fund/company/size that you desire
29
Important : FOR SETTING TRIGGERS AND ALERTS ( TO BE SENT BY SMS AND / OR MAIL TO YOU) - PLEASE GO TO SHEET B
30
Your Total Financial AssetsEnter in sheet b - B2 to B10146
31
Your Total Physical AssetsEnter in sheet b - B11 to B1417
32
Your Total Assets ( Fin+Phy)163Mutual Fund Investments - Lumpsum Investments - Input the data in sheet b - F10 to J19Mutual Fund Investments - Monthy SIPs - Input in sheet b - F23 to F28 and see the results here itselfSIP 1 AMC code9SIP 1 Fund Code#N/A
33
Your Total LiabilitiesEnter in sheet b - B154Name of FundWrite D if Debt Fund, E=Equity Fund,O if OthersInitial Amount InvestedDate of InvestmentNAV on that DateToday's NAVValue of Investment as of todayAppreciation or Reduction in amountAppreciation or reduction in percentageAnnualised Returns ( Appreciation or Reduction) in Percentage as of todaySIP 1 AmountNo of months left to endDates of SIPsDate number of the month based on WeekdayFull date in Text formWebsite url
34
Your Total Net WorthTotal Assets-Total Liabilities1591Axis Triple Advantage Fund - Growth OptionD1000001/09/20099#N/A-10,000.00-100.00-14.01110000114-Sep-201066-Sep-2010#N/A#N/ANo of Units Purchased on that date
35
Your Savings Ratio as a percent( Annual Inflow-Outflow as a percent)Enter in sheet b(B16-B18). We already have your net CTC in sheet a ( AL7,AM7,AN7)#VALUE!2Reliance Growth Fund-Dividend Plan-(D)E2000001/02/201055#N/A-20,000.00-100.00-14.88
36
How good is Your Savings ?If less than 10%, bad, 10-25% is ok, 25-50% is good, >50% is Excellent#VALUE!3Tata Infrastructure Fund - GrowthE3000001/02/200835#N/A-30,000.00-100.00-11.47
37
Your Liquidity RatioTotal S/B account balance B2(sheet b)/Net monthly outflow0.714Kotak Indo World Infrastructure Fund - GrowthE2500001/04/20098#N/A-25,000.00-100.00-13.23
38
How good is your Liquidity Ratio ?If less than 3 months of expense, it is inadequate, 3-6 months is Correct, >6 months is ExcessInadequate5HDFC Prudence Fund - Growth OptionO800001/03/2007200#N/A-8,000.00-100.00-10.37
39
Future Value of Entire Expenses need for your Kid1Enter in Sheet b - B19 to B3356,9886AIG World Gold Fund-Growth OptionE6000001/06/200913#N/A-60,000.00-100.00-13.53
40
Future Value of Entire Expenses need for your Kid2Enter in Sheet b - B19 to B3367,0827Principal Balanced Fund-DividendE5000001/08/200915#N/A-50,000.00-100.00-13.85210000104-Oct-201044-Oct-2010#N/A#N/A
41
Method 1 : Total Life Insurance Cover that you needThis is your total annual Expenses adjusted for inflation rate, plus your Liabilties + Net Present Value of your kids expenses minus your Financial Assets minus your Physical Assets (not including your house of stay)399,622.788DSP BlackRock Balanced Fund-GrowthO600001/09/201065#N/A-6,000.00-100.00-16.29
42
Subtracting your Existing Life Cover, the additional Cover that you needExisting LI is in this sheet itself(AO7)#VALUE!9ICICI Prudential FMP series 42 - 18 Mths Plan - Retail Growth OptionD1800001/04/201010#N/A-18,000.00-100.00-15.25
43
Your total Risk Profile Points scored ( 0-24)Enter in Sheet b - B35 to B39.Alongwith this, we will use your age and other parameters to show your risk profile1110NoneD001/03/200910None0.000.00
44
Your Risk Profile Category is20 and above is "Aggressive Growth",15-20 is "Growth, 11-15 is "Balanced" and "10 and below" is ConservativeBalanced Investor
45
Based on your Risk Profile Definition, our Advice to you isYour recommendation is given on the rightInvest for Short-term (upto 1 yr) 100% Debt and 0% Equity, Medium Term (1-4 years) 80 % Debt and 10% Equity, Long-term ( 4 years and above) 60 % Debt and 40% EquityName of StockInitial Amount InvestedDate of InvestmentShare price at the time of purchaseShare Price at the moment ( Real-time Quote)Value of Investment as of Now ( Real-time)Appreciation or Reduction in investmentAppreciation or reduction in percentageAnnualised Returns ( Appreciation or Reduction) in Percentage as of today
46
Lumpsum Mutual Funds - Total Amount Invested ( give your inputs in Sheet b - Table E8 to J19 and see the result in this sheet itself - E34 to O43227000How your Financial Assets are allocated as of now - see below two columns1HEROHONDA2000002/04/20101500#N/A#N/A#N/A#N/A31000093-Nov-201033-Nov-2010#N/A#N/A
47
Lumpsum MF - Total Value as of today0.00In SB Account, in percentage terms70.922BEML2500003/03/20091000927.623,190.00-1,810.00-7.24-0.06
48
Lumpsum MF - Total Appreciation or Reduction in amount-227,000.00Bank FD, percent3.553KPIT1200001/02/2008150140.0511,204.00-796.00-6.63-0.06
49
Lumpsum MF - Total Appreciation or Reduction in Percentage-100.00PF and PPF1.424IBN18400001/03/2007100#N/A#N/A#N/A#N/A
50
Lumpsum MF - Average Annualised Returns ( Appreciation or Reduction) for your Entire Portfolio as of today-13.53RBI/Infra Bonds8.515CASTROL800001/10/200840000.00-8,000.00-100.00-0.86
51
Lumpsum MF - Your Total Value of Debt Investments as of today0.00Liquid / Debt Funds7.096PATNI200001/06/2006400515.752,578.75578.7528.940.25
52
Lumpsum MF - Your Total Value of Equity Investments as of today0.00Equity Mutual Funds2.847ZUARIAGRO700001/09/2010800#N/A#N/A#N/A#N/A41000084-Dec-201066-Dec-2010#N/A#N/A
53
Lumpsum MF - Your Total Value of "Other" Investments as of today0.00Direct Equities2.138POWERGRID3300001/04/2009100176.2558,162.5025,162.5076.25
54
Lumpsum MF - Total Appreciation or Reduction in Percentage for Debt Investments#DIV/0!Insurance Investments3.559FORTIS600001/03/2009100177.6510,659.004,659.0077.6511.85
55
Lumpsum MF - Total Appreciation or Reduction in Percentage for Equity Investments#DIV/0!10DABUR400001/05/200810028511,400.007,400.00185.0024.23
56
Lumpsum MF - Total Appreciation or Reduction in Percentage for Other Investments#DIV/0!
57
Monthly SIP : Total Investment till date : Enter your inputs in Sheet b - E21 to F28 and see the results in this sheet itself : S32 to AC100740000Health Insurance Premiums across Several Companies for YOU and ur spouse (based on your age) : Go to sheet b at F41 to fill the detailsName of ProductNumber of people coveredFor age bandTo age band ( note : we already know your age, so we have taken that for our calculations)GenderSum Assured for CoveragePremium to be paidNet Premium ( including Service Tax)
58
Monthly SIP : Total Units Earned till Date0.00apolloeasy health1 A3644Both400000yearly540551000073-Jan-201133-Jan-2011#N/A#N/A
59
Monthly SIP : Total Value of your Investment as on Date#N/Aapolloeasy health1 A3644Both400000yearly6177
60
Direct Equities - Total Investment you have made : Enter the inputs in Sheet b - E29 to I39121000apolloeasy health1 A3644Both400000yearly7942
61
Direct Equities - Total Value of your Investments as of NOW#N/Aapollocritical illness rider1 A3644Both400000yearly1561
62
Direct Equities - Total Appreciation or Reduction in amount#N/A
63
Direct Equities - Total Appreciation or Reduction in percentage terms#N/A
64
Direct Equities - Average Annualised Returns ( Appreciation or Reduction) for your Entire Portfolio as of today1.3261000063-Feb-201133-Feb-2011#N/A#N/A
65
66
67
68
69
At today's prices, this is your Expected Monthly Expenses after retirement ( absolute figures)Enter in sheet b - B40 - B421,666.67
70
Yearly Expenses which you will be faced with, at the time you actually retire66,834.54Health Insurance Premiums across Several Companies for your Father and Mother (based on their age) : Go to sheet b at F43 to fill the detailsName of ProductNumber of people coveredFor age bandTo age band ( note : we already know your parents' age, so we have taken that for our calculations)GenderSum Assured for CoveragePremium to be paidNet Premium ( including Service Tax)71000055-Mar-201177-Mar-2011#N/A#N/A
71
What is the Corpus that you need on that retirement date, in order to give you the amount shown above on a yearly basis after retirement ( and also leave the principal behind for your children) ?607,586.73Future Genfuture health suraksha individual plan1 A5665Both200000yearly6966
72
Therefore, for generating this corpus, how much do i need to invest on a yearly basis ? ( assuming the same returns that i have given earlier)Please note that you can change any variables given in sheet b ( eg if you think u will get a better returns, pl feel free to change. if u want to decrease further ur age of retirement, pl change !)20,189.01Future Genfuture health suraksha individual plan1 A5665Both200000yearly7837
73
How much should i invest on a monthly basis ?! ( my monthly investments will also get componded, right ?)1,533.47Future Genfuture health suraksha individual plan1 A5665Both200000yearly8708
74
Inflation adjusted returns for your portfolio1.83
75
Method 2 : Total Life Insurance Cover that You need ( this is based on number of remaining years of employment left)342,349.23
76
Random SIP Investment - Result if I start my SIP nowEnter in sheet b - B45 to B4942,130.0081000045-Apr-201155-Apr-2011#N/A#N/A
77
Random SIP - Result - How much will I lose if I start "x" months from nowEnter in sheet b - B505,326.24
78
Random One-time Investment - ResultEnter in sheet b - B52 to B5515,386.24
79
Random One-time Investment - Result - How much will I lose if I invest "x" months from nowEnter in sheet b - b56648.89
80
Random Loan Calculation - What is my EMI - ResultEnter in sheet b - B57 to B616,694.99
81
Our recommendation on how you should allocate your Financial AssetsFor your Age and to divide your Financial Assets, the ideal percentage in SB Account is 5%,Apt Percentage in Bank FDs is 10%, Right percentage in PF/PPF is 10%, Good percentage in RBI/Infra Bonds is 8%, Correct Percentage in Liquid and Debt Mutual Funds is 10%, Fit proportion in Equity/Balanced Funds is 32%, and Appropriate Percentage in Direct Equities is 5%,Best percentage for Insurance Investment is 20%As against the figures on your left, your actual allocation as a percentage of your total financial assets in SB Account is 70.93% ,Your percentage in Bank FDs is 3.55% , Your percentage in PF/PPF is 1.42% , Your percentage in RBI/Infra Bonds is 8.52% , your percentage in Liquid and Debt Mutual Funds is 7.1% , your percentage in Equity/Balanced Funds is 2.84% ,your percentage in Direct Equities is 2.13% , your percentage in Insurance Investment is 3.55%
82
Your Income Tax Calculation for 2010-201191000035-May-201155-May-2011#N/A#N/A
83
Your Gross income per annum for IT purposesEnter in Sheet b - B64 to B91430000
84
HRA Exemption for the YearEnter in Sheet b - B64 to B9196000Your Overseas Travel Insurance Premiums across Several Companies : Give your inputs in Sheet b E46 to L46
85
Transport Exemption for YearEnter in Sheet b - B64 to B912000Name of Insurance CompanyName of plantype of planwhere applicableNo of peoplestart ageend ageno of dayssum insuredtotal premium
86
Medical Exemption for YearEnter in Sheet b - B64 to B9112000HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416040269USD 100000833
87
Gross Taxable Income ( after deducting HRA,Transport and Medical Exemptions and adding rental income and other incomes)Enter in Sheet b - B64 to B91495000HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416040364USD 100000904
88
Health Insurance Premium DeductionsEnter in Sheet b - B64 to B9130000HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A41608-14USD 1000001289101000024-Jun-201166-Jun-2011#N/A#N/A
89
Handicapped Dependents Deduction, Permanent Disabilty Deduction, Specied Ailment DeductionEnter in Sheet b - B64 to B9117000HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416015-21USD 1000001445
90
Interest Paid towards Education Loan DeductionEnter in Sheet b - B64 to B915000HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416022-28USD 1000001635
91
Total Deductions under 80C and 80CCC,Section 24 and CCFEnter in Sheet b - B64 to B9183400HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416029-35USD 1000001995
92
Grand total - Net Taxable Income for IT purposesEnter in Sheet b - B64 to B91359600HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416036-47USD 1000002694
93
Net Tax on the Grand TotalEnter in Sheet b - B64 to B9125920HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416048-60USD 1000004259
94
Final Next Tax after Education Cess,Surcharge and SHECessEnter in Sheet b - B64 to B9126697.6HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416061-75USD 1000005808111000015-Jul-201155-Jul-2011#N/A#N/A
95
HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416076-90USD 1000006108
96
See Body Mass Index belowSee below the result : Below 19 is underweight, 19 to 25 is normal, 25-30 is overweight and more than that it is obeseHDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A416091-120USD 1000007340
97
Your Body Mass Index and what is means ( for purpose of Health) - Give your inputs in Sheet b : b92 and b9324.91NormalHDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A4160121-150USD 10000010343
98
Supposing I just decide to take it easy and stop earning, and use up my current savings ? How much time will my money last ? Let us assume that your Annual Expenses remain the same as u have entered earlierHow much savings will you begin with ( in order to "take it easy") ? : Give your input in Sheet b - B94200000Your Annual Expenses25000HDFC Ergo General InsuranceSingle TripGold Planincluding USA and canada1 A4160151-180USD 10000012094
99
Your AgeSavingsExpenditureWill it last ?
100
4420000025000YES121000004-Aug-201144-Aug-2011#N/A#N/A
Loading...
 
 
 
a
b
c
d
e
f
g
h
i
j
k
l
m
o
p
q
r
s