20 year Financial Plan_Wealth management class Sept 2012
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BASIC ASSUMPTIONS
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PARTICULARS20142015201620172018201920202021202220232024202520262027202820292030203120322033
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Inflation per annuum9.00%8.00%8.00%8.00%7.00%7.00%8.00%8.00%8.00%8.00%8.00%8.00%8.00%8.50%8.50%8.50%9.00%8.00%8.00%8.00%
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Salary hike p.a.10.00%0.00%8.00%9.00%9.00%8.00%5.00%10.00%10.00%10.00%10.00%10.00%10.00%10.00%10.00%10.00%10.00%9.00%9.00%9.00%
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Hike in Bonus and other perks5.00%5.00%5.00%5.00%5.00%5.50%5.50%5.50%5.50%5.50%5.50%5.50%5.50%5.50%5.50%5.50%5.50%5.50%5.50%5.50%
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Investment Income12.00%12.00%12.00%12.00%12.00%14.00%14.00%14.00%14.00%14.00%14.00%14.00%14.00%14.00%14.00%14.00%14.00%14.00%14.00%14.00%
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Initial Savings (Before starting the job)500000
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Other Assumptions:
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(1) It is assumed that Preeti resumes her job the very next year after the birth of her second kid.
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(2) During these 4 years, Raj shall be the only source of income.
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(3) The housing loan installments shall continue even after 2033
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Submitted By:
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GROUP - 1Section F1
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NameReg No.
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Ankur Goswami1120121
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Sanju S.1120055
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Akhilesh C.1120039
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Merlin Mathew1120051
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Pruthvi D C1120049
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Tania Ann Philip1120052
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Niveda S S1120153
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Basic Assumptions
Monthly Plan - Year 2013
Yearly Plan - 20 Years
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