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Financial Planning

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Financial Planning
FINANCIAL PLANNING REPORT FOR MR.AJAY SHARMA

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TABLE OF CONTENTS Contents: Page nos.

Assumptions & Risk Profile -------------------------------------------------------------------------------------------------------------------------------------------3 Asset Allocation Bucket --------------------------------------------------------------------------------------------------------------------------------------------------4 Existing Investments Review ----------------------------------------------------------------------------------------------------------------------------5 Hold & Sell ------------------------------------------------------------------------------------------------------------------------------------10 Equity Review -------------------------------------------------------------------------------------------------------------------------------------12 Goal Calendar ----------------------------------------------------------------------------------------------------------------------------------------------------------13 Net Worth -----------------------------------------------------------------------------------------------------------------------------------------------------------14 Protection Analysis -------------------------------------------------------------------------------------------------------------------------------------------------16 Cash Flow ----------------------------------------------------------------------------------------------------------------------------------------------------------------18 Free Cash Allocation ---------------------------------------------------------------------------------------------------------------------------------------------19 Goal 1 ---------------------------------------------------------------------------------------------------------------------------------------------------20 Goal 2
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