Financial Planning

Automated Financial Planning

According to the financial planing your income is divided into 3 parts.

Expenses :

Wants :

Investments :

Secure Funds :

Life Insurance :

Yes

No

Health Insurance :

Yes

No

Emergency Funds :

Yes

No

According to your income you have (wants + investments) : to invest and generate returns.

Now lets identify how to achive your financial goals and what percentage do you required to achive your financial goal.

Item :

Years :

Value :

Total Years :

Total Value :

Total Investments(%) :

Current investable amount (Total Value * No. of years):

Personal Loan:

Yes

No

Business Loan :

Yes

No

ITR :

Yes

No

If Yes what is the ITR Amount :