financial planning and tax calculator

8/16/2019 Financial Planning and Tax Calculator

1/23

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!!


2/23


3/23

%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


4/23


5/23

"ale

Fe%ale


6/23

'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


7/23

"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


8/23

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


9/23

"ONG 1 (ER. E2PEND'(3R

Person

Edu!ationChild 1 13 Years 17 Years ₹ 15!!

Child 2 6 Years 17 Years ₹ 15!!

.arriages



Dpdnt 1 68 Years 8 Years ₹ 1!!

Dpdnt 2 62 Years 8 Years ₹ 1!!

PresentAge

Exe!tedAge

Exe!tedExenses

Deendent

Care


10/23

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$


11/23

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


12/23

'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


13/23

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


14/23

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


15/23

₹ 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


16/23

.inimum Re4uired Corus ) -*,6&,6*&

.aximum Re4uired Corus ) &*,0%0,*&&


17/23


18/23

(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


19/23

(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)


20/23

Enter the


21/23

(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


22/23

(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)


23/23

Enter the

financial planning and tax calculator

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