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Advisor NameAdvisor Company Name
Email: [email protected], M: 9876543210, Website: www.advisorcompany.com
Advisor NameAdvisor Company Name
Email: [email protected], M: 9876543210, Website: www.advisorcompany.com
Advisor NameAdvisor Company Name
Email: [email protected], M: 9876543210, Website: www.advisorcompany.com
Advisor NameAdvisor Company Name
Email: [email protected], M: 9876543210, Website: www.advisorcompany.com
Child Education Proposal For Mr Rahul Bansal
Child Name Aditya Bansal
Child Age 5 Years
Fund Required at Age 18 Years
Fund Required ₹ 25,00,000
Current Investment ₹ ? 2,00,000
Expected Rate of Return (CI) 10.00 %
Expected Inflation Rate 5.00 %
Expected Return (Scenario 1) 12.00 %
Expected Return (Scenario 2) 14.00 %
Inflated Cost of Funds Required ₹47,14,123
Expected FV of Current Investment ₹6,90,454
Balance Fund Required ₹ 40,23,669
Available Investment Options:
Investment Option Option 1 @ 12.00 % Option 2 @ 14.00 %
Monthly SIP Till Age 18 ₹ 11,245 ₹ 9,727
Monthly SIP For 5 Years ₹ 20,037 ₹ 16,552
Monthly SIP For 10 Years ₹ 12,784 ₹ 10,894
Lumpsum Investment ₹ 9,22,121 ₹ 7,32,587
* Mutual fund investments are subject to marker risks, read all scheme related documents carefully.* Returns are not guaranteed. The above is for illustration purpose only.
Advisor NameAdvisor Company Name
Email: [email protected], M: 9876543210, Website: www.advisorcompany.com
Suggested Schemes For Investment
DEBT
S. No. Scheme Name CategoryPast Performance
7 Day 1 Mth 3 Mth 6 Mth 1 Yr 3 Yr 5 Yr 10 Yr
1 ICICI Pru Savings Fund(G)Debt - Low Dura..
0.36% 0.54% 2.72% 4.68% 8.73% 7.96% 8.20% 8.73%
EQUITY
S. No. Scheme Name CategoryPast Performance
7 Day 1 Mth 3 Mth 6 Mth 1 Yr 3 Yr 5 Yr 10 Yr
1 HDFC Top 100 Fund(G)Equity - Large ..
-3.83% 2.63% 11.14% -2.70% -4.44% 0.54% 7.00% 7.70%
*Returns over 1 year are annualized. Returns shown for 1 year and below are absolute. Past performance is a not a guarantee of future returns. Report Date : 08/09/2020. Performance data is as per last published NAV. Source : Accord Fintech. Mutual funds investments are subject to market risk. Please read the offer documents carefully before investing.
Advisor NameAdvisor Company Name
Email: [email protected], M: 9876543210, Website: www.advisorcompany.com