INTRUDUCING
MOBILE CALCULATOR
SOLUTION IN JUST 1 TOUCH
SMART… EASY… FAST…
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Areas covered
Mobile calculators.
SIP Calculator
Child Future Planning
Retirement Planning
Other Goal Calculator
Buying car
Go on Dream Vacation
Other Goal
Life insurance calculator
Plan for dream property
How to use it?
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SIP Calculator
SIP Calculator
Wealth Creation through SIP
Enter
SIP Amount
Expected return
Tenure
You will get the
Expected wealth creation
amount.
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SIP Calculator
SIP Calculator
Target Achievement through SIP
Enter
Targeted amount
Tenure
Rate of return
You will get
SIP Amount to achieve the
target
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Child Future Planning
• Child Education and Marriage
• Enter the details of child
– Name, Age, Higher Education Age, Marriage age
• Enter Assumptions
• Current exp for the goal
• Inflation
• Return on new investment
– Existing investment for the goal
• Existing investment amount for goal
• Return on existing investment
– Chose career option
• Doctor, MBA, architect etc..
– Type of marriage
• Simple, moderate, lavish.
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Child Future Planning
You will get
SIP amount required
For Each child
For each goal
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Retirement Planning
Personal Detail
Name, Current Age, retirement age, Life expectancy.
Current Expense, Inflation (pre & post retirement)
Risk Free Rate of return post retirement
Existing investment for the goal
Existing investment amount for goal
Return on existing investment
Rate of return on new Investment
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Retirement Planning
You will get
Retirement corpus
required
SIP required to build
the Retirement corpus.
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Other Goals
• Buying a Care
• Go on Dream Vacation
• Any other goal
– Assumptions to be entered
• Enter the remaining period to goal in years
• Enter the existing cost of the goal
• Enter Inflation
• Rate of return on future investment
• Existing investment for the goal
– Existing investment amount for goal
– Return on existing investment
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Life Insurance Planning
Enter the details
Current cost of all your financial goals
Liability
Liquid assets
Rate of return and Inflation
Current risk cover
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Life Insurance Planning
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Plan for Dream Property
• Name
• Years to goal
• Current cost of property
• Expected rise into the property prices
• How much self finance?
• Rate of return on new investment
• Loan detail
– Interest rate & tenure
• Existing investment for the goal
– Existing investment amount for goal
– Return on existing investment
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Plan for Dream Property
You will get
FV of property
FV of your investments
Deficit
SIP required for the bridging
the deficit.
EMI once you purchase the
property.
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