Perceptually Crafted Financial Planning - Sample Presentation



Let us see Perceptually Crafted Financial Planning with a live example.

Mr. Arpit Rohtangdi is 28 years old premium business associate working with one of the MNC, he is doing well in his career and has proven himself as a responsible husband as well as a loving father.

During our P.C.F.P. process we reviewed his H.L.V. ( Human Life Value ) and his current cover against his future ambitions / dreams which he has woven for himself and his happy family.

Mr.Rohtangdi said that he has two future aims to be accomplished, one - he has planned specific higher education for his daughter, and his own business setup at age of 40.

Considering his future plans and current liabilities we deviced a custom made investment scheme using our P.C.F.P. approach that will support him to achieve his desired as and when planned.

In our investment scheme we focused on few major factors, which are highlighted in report.

Summary of investment scheme custom designed to suit Mr.Arpit Rohtangdis financial needs :

NAMEMr.Arpit Rohtangdi
AGE
( As on report date )
28 Years
RISK COVERRs. 1.19 Crore starting at age of 28
growing to Rs.3.70 Crore at 58.
TOTAL TAX SAVINGRs.9.18 Lacs
DUAL PENSION AVAILABLEStarting at 58 : Rs.5.43 Lacs, Loan available : Rs.61 Lacs
growing to Rs.25.81 Lacs at 75
LOAN FACILITYFor business and higher education at around 45 years of age Rs.20 Lacs
additional bnefit of continued risk cover of Rs.2.36 Crore.
 At age of 52 Mr.Rohtangdi can avail loan of Rs.35.0 Lacs for marriage of his daughter,
additional bnefit of continued risk cover of Rs.2.97 Crore.
POST BENEFITS
HIGH RETURNSFrom age of 76 to 98 he will have two options:
 1) Get cash value ranging from Rs.34 Lacs (at 76) to
  Rs.51 Lacs (at 98) and lose risk cover of Rs.1.09 Crore
 2) Avail loan on plan ranging from Rs.30.50 Lacs (at 76) to
  Rs.45.80 Lacs (at 98) paying lowest interest rate and   enjoy continued risk coverage of Rs.1.09 Crore
The figures presented here are indicative and solely for the purpose of understanding the possible benefits.
Sample shown here is presented with proper consent of the named client, and no personal data or identity has being disclosed.

If you feel convinced then call us today (call back facility) @
98-114-113-09, 9811-541-821 to fix a convinient appointment or

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