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Financial planning always gives you peace of mind and financial security to make wise decisions

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We will suggest you tax savings strategies for better tomorrow

Enjoyable Retirement

We will advise you the best planning for your retirement, which can give you the same lifestyle even tomorrow

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Goal Calulator

Monthly Investment Value:
Term in Years:
Expected Yield/Year:
1
Inflation Rate/Year:
1
Delay in Months:

Amount
Invested:
₹6,00,000

Maturity Value at
the End of Term (Rs.)
₹11,50,193

Inflation
Adjusted Value
₹11,50,193

Absolute
Gain
₹5,50,193

Inflation
Adjusted Gain
₹5,50,193

Cost of
Delay
₹0

Inflation Adjusted
Cost of delay
₹0

Loan Amount
Term (in Years)
Loan Annual Rate %
10

Monthly Investment
₹12,748.23

Total Principal
₹600000

Total Interest
₹164,894

Interest Rate Annual:
Investment Value:
Compounding Period:
Total Investment Period:
Tax Rate:
30
Inflation Rate:

Total
Return:

₹14,176

Annualized
Yield:

8.35%

Tax
Rate:

30.00%

Return After
Taxes:
₹ 12,923

Annualized Yield
After Taxes:
₹5.85%

Inflation
Rate
5.00%

Inflation
Adjusted Return
₹ 9,693

Infl. Adjusted
Actual Yield (Net)
-3.07%

Infl. Adjusted
Annualized Yield
-0.61%

Current Corpus ₹

Current Monthly Expenditure ₹

Current Monthly Savings ₹

Investment Expected RoI (%)

Current Age (Years)

Expected Retirement Age (Years)

21 Active Years

Inflation Rate (%)

Tax Rate (%):

Retirement Benefit ₹

Expected RoI after Retirement (%)

Tax Rate After Retirement (%)

Surviving Age (Years)

25 Retirement Years

Req. Monthly Expense (Inflation Adjusted)

Corpus Value at Retirement:

₹78,788,847

Monthly Income from Investments:

₹177,275

Req. Monthly Expenses (Inflation Adjusted):

₹278,596

Monthly Income Over/Under Budget:

₹-101,321

Corpus will last for (Months):

37 Yrs 6 Months

Remaining Corpus after Survival age:

₹35,443,827

You have more funds than you need

Goal Amount (Rs.)
Term (in Years)
Expected Average Yield (%)

10

Monthly
Investment Required

₹129

Onetime
Investment Required

₹6,209

For Monthly Ivestment Option:
Total Invested value

₹7,748

Industry Recognition

2015-2016

ICICI Prudential Life Insurance Co Certificate Of Excellence received for exemplary performance and achieving Star Club

Dec 2016

Religare Health Insurance Champion Trophy received

2016

ICICI Prudential Life Insurance Co Best Business Qualifier in last quarter of 2016

2016

ICICI Prudential Life Insurance Co MDRT (Million Dollar Round Table) Award

2016

ICICI Prudential Life Insurance Co MDRT(Million Dollar Round Table) Award

2015

ICICI Prudential Life Insurance Co MDRT (Million Dollar Round Table) Award

2015

ICICI Prudential Mutual Fund Appreciation Award For Contribution

2014

UTI Mutual Fund
Best Performer Award

2014

UTI Mutual Fund Received appreciation award as key partner for association with UTI Mutual Fund

2012

ICICI Prudential Mutual Fund Appreciation Award For Contribution

2012

Nanyang Technological University
Appreciation Award For completing the course at Nanyang Technological University, Singapore

2010

Reliance Mutual Fund Key Partners Meet Of South India Award At Coorg, Karnataka

2008

Reliance Mutual Fund Awarded when the AUM of the company hit 1000000 crore mark

2008

Sundaram Mutual Fund
Certificate Of Appreciation as key Channel Partner

2007-2008

ICICI Bank - Business Banking Certificate Of Appreciation as key Channel Partner

2007-2008

Franklin Templeton Investments Received appreciation award for contribution

2007

Sundaram Mutual Fund Certificate Of Appreciation as key Channel Partner

2021

Financial Freedom Fraternity

2017

ICICI Prudential Life Insurance Co.
Star Club Achiever Award

2017

IDFC Mutual Fund Best Performer Award

2017

ICICI Prudential Life Insurance Co July Contest Award

2017

IDFC Mutual Fund Appreciation Award For Contribution

2017

Franklin Templeton Investments
Invitee at the "Perspectives, A Conversation with the Thought Leaders"

2017

AAFM India Certificate for completing workshop on Estate Planning organized by American Academy Financial Management India

June 2017

ICICI Prudential Life Insurance Co Lakhpati Club Award

Jan 2017

Religare Health Insurance Champion Trophy

2016-2017

ICICI Prudential Life Insurance Co Certificate Of Excellence received for exemplary performance and achieving Star Club

2016-2017

Reliance Mutual Fund Award for Signatures Achievers Club

2015-2016

Reliance Mutual Fund Best Signature Achievers Club

ICICI Prudential Life Insurance Co MDRT (Million Dollar Round Table) Award

Nagendra Kumar

Sandeep Kothari

Raghavendra Chowdhari

Nagendra Kumar

Sandeep Kothari

Raghavendra Chowdhari

Nagendra Kumar

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Benefits of Financial Planning

Financial Goals

Peace & Security

Tax Saving

Enjoyable Retirement

How it Works

Register Online

Our Expert will Advice

Suggests an Investment Plan

Track Performance

Safe & Secure

Build Your Asset Portfolio

Calculate Your Risk Profile

Financial Fitness

Risk Checker

Finoptic Calculator