Download - Financial Planning and Tax Calculator
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8/16/2019 Financial Planning and Tax Calculator
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Your Name
Retirement Age 60 Years
Family Details Name Age
Spouse 45 Years
Children 1 13 YearsChildren 2 6 Years
Dependent 1 68 Years
Dependent 2 62 Years
COVERAGES Amount
EPF & PPF ₹ 7!
EPF "onthl# $E%plo#ee Contriution' ₹ (!5
)ent ₹ 5!
Current Sa*in+s ₹ 5!!
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%0 Years
&0 Years
Cu%ulati*e
8.3/
7.23/
.(43/
alphaets $"in. 3 letters'
nu%eri-
Positi*e ,n-o%e
ne+ati*e Ependiture
inor%ation
% +i*en inor%ation
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"ale
Fe%ale
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'n!ome Side Amount
Your tae9ho%e pa# ₹ 227!5.
Your partner:s tae9ho%e pa# ₹ 9
;onuseso*erti%e ₹ 9
,n-o%e ro% sa*in+s and in*est%ents ₹ 9
Centrelin ene
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"onthl# Cal-ulations
Exenses Side Amount Exenses Side
)ent"ort+a+e Pa#%ent ₹ 9 Cellular Phones & elephone Char+es
)epairs"aintenan-e ₹ 9 Puli- ransportation
=ro-eries ₹ 1!. )epairs"aintenan-e
>un-h $at or' ₹ 9 >aundr#Dr# Cleanin+ailorin+
Ele-tri-it# ₹ 9 Clothin+ Pur-hased Yearl#12=as0il $?ouse' ₹ 9 "edi-ation! Do-tor?ospital isits
=as0il $ehi-les' ₹ 9 Clu Dues@sso-iation Fees
AaterSea+e=ara+e ₹ 9 )eli+ious! Doonations & Charities
uitionFees ₹ 9 Bespapers"a+aines
(otal Exenses
.ont$ly Sa/ings ) *+,-00
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Amount Exenses Side Amount
₹ 9 CaleSatellite ₹ 9
₹ 9 >iuor;eerAineCi+arettesoa--o et-. ₹ 9
₹ 9 0utside DinnerCarr# 0ut"o*ies ₹ 9
₹ 9 ?oiesSotareSports et-. ₹ 9
₹ 9 =itsa-ation ₹ 9₹ 9 Child Care ₹ 9
₹ 9 Furniture! @pplian-es! ?ousehold ,te%s ₹ 9
₹ 9 0thers ₹ 9
₹ 9 Saet# "ar+in ₹ 9
) 00,000
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"ONG 1 (ER. E2PEND'(3R
Person
Edu!ationChild 1 13 Years 17 Years ₹ 15!!
Child 2 6 Years 17 Years ₹ 15!!
.arriages
Child 1 13 Years 23 Years ₹ 5!!
Child 2 6 Years 23 Years ₹ 5!!
Dpdnt 1 68 Years 8 Years ₹ 1!!
Dpdnt 2 62 Years 8 Years ₹ 1!!
PresentAge
Exe!tedAge
Exe!tedExenses
Deendent
Care
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E
Current Exenses
₹ 18!(37!154$331!76.72'
₹ 28!474!478$131!86.28'
EPF Co/erage
₹ 8!(54!238$47!8.28'
₹ 13!463!864$3!26.5'
₹ 2!12!1(6$8!13(.46'
₹ 2!854!33($5!712.(5'
Future Valueo# Exenses
Net Sa/ingsre4uired er
mont$
Net sa/ing re4uireder mont$
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8/16/2019 Financial Planning and Tax Calculator
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RE('RE.EN( CA"C3"A('ON
₹ 1!Future Exenses ₹ 32!714
$114!7(8.57' +05 o# Current Exenses ₹ 32!714
₹ 1(!Future Rent ₹
($95,798.57)(otal ₹ 32!714
₹ 1!61!627
₹ 253!728!(53
Re4uired Corus ₹ 7!158!17
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'NVES(.EN( A.O3N(
"onthl# ,n*est%ent ₹ 127!5
@nnual ,n*est%ent ₹ 1!53!
Year RO'
1 ₹ 5!! ₹ 4!
2 ₹ 5!4! ₹ 1!66!5 ₹ 56!52
3 ₹ 7!567!2 ₹ 1!686!825 ₹ 74!38
4 ₹ (!((4!153 ₹ 1!771!166 ₹ (41!226
5 ₹ (!26!544 ₹ 1!85(!725 ₹ 885!32
6 ₹ 8!451!57 ₹ 1!(52!711 ₹ 832!342
7 ₹ 7!736!624 ₹ 2!5!346 ₹ 782!(58
8 ₹ 7!6(!(28 ₹ 2!152!864 ₹ 737!823
( ₹ (!(6!615 ₹ 2!26!57 ₹ (77!6(1 ₹ 13!1(8!811 ₹ 2!373!532 ₹ 1!245!787
11 ₹ 16!818!131 ₹ 2!4(2!2( ₹ 1!544!827
12 ₹ 2!855!167 ₹ 2!616!81( ₹ 1!877!75(
13 ₹ 12!34(!745 ₹ 2!747!66 ₹ 1!27!7(2
14 ₹ 11!35!1(7 ₹ 2!885!43 ₹ 1!135!21(
15 ₹ 1!325!46 ₹ 3!2(!2(5 ₹ 1!68!38
16 ₹ (!423!136 ₹ 3!18!76 ₹ 1!8!312
17 ₹ 13!612!27 ₹ 3!33(!7(8 ₹ 1!356!16
18 ₹ 18!38!166 ₹ 3!56!788 ₹ 1!745!1(6
1( ₹ 23!56!15 ₹ 3!682!127 ₹ 2!17(!382
2 ₹ 1(!421!66 ₹ 3!866!234 ₹ 1!863!31
21 ₹ 25!15!(25 ₹ 4!5(!545 ₹ 2!336!838
22 ₹ 31!547!38 ₹ 4!262!523 ₹ 2!864!786
23 ₹ 38!674!618 ₹ 4!475!64( ₹ 3!452!21
24 ₹ 46!62!288 ₹ 4!6((!431 ₹ 4!14!138
25 ₹ 55!45!857 ₹ 4!(34!43 ₹ 4!827!221
26 ₹ 65!167!48 ₹ 5!181!123 ₹ 5!627!888
27 ₹ 75!(76!4(2 ₹ 5!44!17( ₹ 6!513!334
28 ₹ 87!(3!5 ₹ 5!712!188 ₹ 7!4(1!375
2( ₹ 11!133!568 ₹ 5!((7!7(8 ₹ 8!57!5(
3 ₹ 115!71!875 ₹ 6!2(7!687 ₹ (!75(!(65
31 ₹ 131!75(!528 ₹ 6!612!572 ₹ 11!6(!768
32 ₹ 14(!441!867 ₹ 6!(43!2 ₹ 12!51!85
33 ₹ 168!8(5!873 ₹ 7!2(!36 ₹ 14!(4!8((
34 ₹ 1(!281!132 ₹ 7!654!878 ₹ 15!834!881
35 ₹ 213!77!8(2 ₹ 8!37!622 ₹ 17!744!681
36 ₹ 23(!553!1(5 ₹ 8!43(!54 ₹ 1(!83(!416
37 ₹ 267!832!115 ₹ 8!861!47( ₹ 22!135!487
.y Corusa#ter
Amount at t$e
eginning o#t$e Year
(otal'n/estment
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38 ₹ 2(8!82(!81 ₹ (!34!553 ₹ 24!65!6(1
3( ₹ 332!784!324 ₹ (!76(!78 ₹ 27!44!328
4 ₹ 36(!(58!433 ₹ 1!258!26( ₹ 3!417!336
41 ₹ 41!634!38 ₹ 1!771!183 ₹ 33!712!418
42 ₹ 455!117!638 ₹ 11!3(!742 ₹ 37!314!1(
43 ₹ 53!741!571 ₹ 11!875!22( ₹ 41!24(!344
44 ₹ 556!866!144 ₹ 12!468!(( ₹ 45!546!81145 ₹ 614!881!(45 ₹ 13!(2!44 ₹ 5!237!(51
46 ₹ 678!212!335 ₹ 13!747!62 ₹ 55!356!752
47 ₹ 747!316!14( ₹ 14!434!415 ₹ 6!(4!45
48 ₹ 822!6(!6( ₹ 15!156!136 ₹ 67!27!74
4( ₹ (4!874!485 ₹ 15!(13!(43 ₹ 73!663!74
5 ₹ ((4!451!51 ₹ 16!7(!64 ₹ 8!8(2!8(1
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7 Years ) *7,%*,660
(otal
₹ 5!4!
₹ 7!567!2 ₹ 76!5
₹ (!((4!153 ₹ 8!325
₹ 12!76!544 ₹ 3!5! ₹ 84!341
₹ 11!(51!57 ₹ 3!5! ₹ 88!558
₹ 11!236!624 ₹ 3!5! ₹ (2!(86
₹ 1!56(!(28 ₹ 3!5! ₹ (7!636
₹ (!(6!615 ₹ 12!517
₹ 13!1(8!811 ₹ 17!643₹ 16!818!131 ₹ 113!25
₹ 2!855!167 ₹ 118!677
₹ 25!34(!745 ₹ 13!! ₹ 124!61
₹ 16!35!1(7 ₹ 5!! ₹ 13!841
₹ 15!325!46 ₹ 5!! ₹ 137!383
₹ 14!423!136 ₹ 5!! ₹ 144!252
₹ 13!612!27 ₹ 151!465
₹ 18!38!166 ₹ 15(!38
₹ 23!56!15 ₹ 166!((
₹ 2(!421!66 ₹ 1!! ₹ 175!33(
₹ 25!15!(25 ₹ 184!16
₹ 31!547!38 ₹ 1(3!312
₹ 38!674!618 ₹ 22!(77
₹ 46!62!288 ₹ 213!126
₹ 55!45!857 ₹ 223!782
₹ 65!167!48 ₹ 234!(72
₹ 75!(76!4(2 ₹ 246!72
₹ 87!(3!5 ₹ 25(!56
₹ 11!133!568 ₹ 272!(
₹ 115!71!875 ₹ 285!6(
₹ 131!75(!528 ₹ 2((!8(
₹ 14(!441!867 ₹ 314!884
₹ 168!8(5!873 ₹ 33!62(
₹ 1(!281!132 ₹ 347!16
₹ 213!77!8(2 ₹ 364!518
₹ 23(!553!1(5 ₹ 382!744
₹ 267!832!115 ₹ 41!881
₹ 2(8!82(!81 ₹ 421!(75
.y lumsum8it$dra9l
Yearly
'n/estment'n!rement
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8/16/2019 Financial Planning and Tax Calculator
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₹ 332!784!324 ₹ 443!74
₹ 36(!(58!433 ₹ 465!228
₹ 41!634!38 ₹ 488!48(
₹ 455!117!638 ₹ 512!(13
₹ 53!741!571 ₹ 538!55(
₹ 556!866!144 ₹ 565!487
₹ 614!881!(45 ₹ 5(3!761₹ 678!212!335 ₹ 623!45
₹ 747!316!14( ₹ 654!622
₹ 822!6(!6( ₹ 687!353
₹ (4!874!485 ₹ 721!721
₹ ((4!451!51 ₹ 757!87
₹ 1!(2!54!32 ₹ 7(5!6(7
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8/16/2019 Financial Planning and Tax Calculator
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.inimum Re4uired Corus ) -*,6&,6*&
.aximum Re4uired Corus ) &*,0%0,*&&
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(ax Cal!ulator #or *0-16
Parti!ulars AmountSalar# ₹ 5!
@+e $in #ears' 22
₹ 15!(axa:le 'n!ome ) ;-0,000
(ax Amount ) 0,000
₹ 3.
(otal ) 0,;00
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(ax Cal!ulation
Age (ax AmountH 6 #rs ₹ 1!
6 #rs to 8 #rs ₹
I 8 #rs ₹ a @%ount ₹ 1!
ncome Exceeds Rs. 1 crore)
ncome doesnot exceeds Rs.5 Lakhs)
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8/16/2019 Financial Planning and Tax Calculator
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Enter the
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8/16/2019 Financial Planning and Tax Calculator
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(ax Cal!ulator #or *061+
Parti!ulars AmountSalar# ₹ 811!
@+e $in #ears' 22
₹ 15!(axa:le 'n!ome ) 66,000
(ax Amount ) -+,*00
₹ 1!716.
(otal ) -&,76
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(ax Cal!ulation
Age (ax AmountH 6 #rs ₹ 57!2
6 #rs to 8 #rs ₹
I 8 #rs ₹ a @%ount ₹ 57!2
ncome Exceeds Rs. 1 crore)
ncome doesnot exceeds Rs.5 Lakhs)
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8/16/2019 Financial Planning and Tax Calculator
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Enter the