Dear Mr.Vijay Dev,
Date : 10-03-2017
Thank you for finding time for this important meeting where we discussed your family's future financial
planning.
We discussed the 6 key areas of financial planning that we specialize in and found that the below
mentioned areas are important to you in the following order of priority.
1
2
3
4
5
6
On further discussion regarding your top priority, Wealth Accumulation for Major lifetime holiday we
gathered the below mentioned important information.
Cost of goal
Your Saving
Further Saving Required
24,43,342
GAP
21,32,757
3,10,585
15,00,000
1,00,000
3,10,585
2017
2027
2017
Current Cost
15,00,000
Years to goal
10
5%
Inflation
Future Cost
24,43,342
Current Saving
Years to goal
Growth
Maturity
2027
1
1,00,000
10
Future Cost
Maturity
24,43,342
3,10,585
12 %
3,10,585
Gap
21,32,757
We have taken the important first step of quantifying the additional amount required to fulfill your goal.
Next, we shall present to you recommendations customised to help you achieve your need.
Yours sincerely,
Sanjay Jayantibhai Raval,
A-PFA
+91-8879688013
* please refer disclaimer overleaf.
“Wealth is the ability to fully experience life.”
- - - - Henry David Thoreau
Disclaimer:
Edelweiss Tokio Life Insurance Company Limited
Registered Office Address
: Edelweiss House, Off CST Road, Kalina, Mumbai - 400098
Corporate Office Address
: 3rd & 4th Floor, Tower 3, Wing ‘B’, Kohinoor City Mall, Kohinoor City, Kirol Road,
Kurla (W), Mumbai - 400070
Contact Number
: +91 022 4088 6015
Fax Number
: +91 022 7100 4133
The Vijay Path calculator is indicative of present needs assessment of an individual based on certain assumptions and is
only intended to provide guidance. This Calculator only provides you with an overview of assessment and should not be
considered as financial advice/tool. Edelweiss Tokio Life Insurance Co.Ltd makes no warranties, promises or statements
that the information/calculations derived herein are correct and accurate. Please consult a tax/financial planning advisor
before concluding a decision. The Calculator gives an indicative amount for your need based planning, which can change
depending upon the Company’s internal policies and guidelines Insurance is the subject matter of the solicitation. For more
details on risk factors, terms and conditions please read sales brochure carefully before concluding a sale.
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