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    While Earning Savings Age CY MF + TD EPF (Mo) Annual Corpus

    Uploaded by

    Raghav Sodhani
    This document contains a financial plan for retirement savings from ages 29 to 92. It shows projected monthly income and expenses, annual EPF contributions and corpus, and a surplus of over 55 crore rupees at retirement at age 58 with savings of 42.86% of income.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    While Earning Savings Age CY MF + TD EPF (Mo) Annual Corpus

    Uploaded by

    Raghav Sodhani
    9 views3 pages
    This document contains a financial plan for retirement savings from ages 29 to 92. It shows projected monthly income and expenses, annual EPF contributions and corpus, and a surplus of over 55 crore rupees at retirement at age 58 with savings of 42.86% of income.

    Original Description:

    You can plan your retirement based on your current income and saving strategy

    Original Title

    Retirement Plan - V1 (1)

    Copyright

    © © All Rights Reserved

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    XLSX, PDF, TXT or read online from Scribd

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    This document contains a financial plan for retirement savings from ages 29 to 92. It shows projected monthly income and expenses, annual EPF contributions and corpus, and a surplus of over 55 crore rupees at retirement at age 58 with savings of 42.86% of income.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    9 views3 pages

    While Earning Savings Age CY MF + TD EPF (Mo) Annual Corpus

    Uploaded by

    Raghav Sodhani
    This document contains a financial plan for retirement savings from ages 29 to 92. It shows projected monthly income and expenses, annual EPF contributions and corpus, and a surplus of over 55 crore rupees at retirement at age 58 with savings of 42.86% of income.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 3

    Avg RoI

    Avg RoI defensive


    Increment
    Inflation
    Income p/m current
    Expense p/m current

    Age
    29
    30
    31
    32
    33
    34
    35
    36
    37
    38
    39
    40
    41
    42
    43
    44
    45
    46
    47
    48
    49
    50
    51
    52
    53
    54
    55
    56
    57
    58
    59
    60

    CY
    2016
    2017
    2018
    2019
    2020
    2021
    2022
    2023
    2024
    2025
    2026
    2027
    2028
    2029
    2030
    2031
    2032
    2033
    2034
    2035
    2036
    2037
    2038
    2039
    2040
    2041
    2042
    2043
    2044
    2045
    2046
    2047

    8%
    6%
    5%
    6%
    35,000
    20,000

    MF + TD
    15,000
    15,750
    16,538
    17,364
    18,233
    19,144
    20,101
    21,107
    22,162
    23,270
    24,433
    25,655
    26,938
    28,285
    29,699
    31,184
    32,743
    34,380
    36,099
    37,904
    39,799
    41,789
    43,879
    46,073
    48,376
    50,795
    53,335
    56,002
    58,802
    61,742
    64,829
    68,071

    Savings %
    Surplus @ Retirement

    While Earning
    Savings
    EPF (mo)
    Annual
    Corpus
    5,000
    240,000 240,000
    5,250
    252,000
    #VALUE!
    5,513
    264,600
    #VALUE!
    5,788
    277,830
    #VALUE!
    6,078
    291,722
    #VALUE!
    6,381
    306,308
    #VALUE!
    6,700
    321,623
    #VALUE!
    7,036
    337,704
    #VALUE!
    7,387
    354,589
    #VALUE!
    7,757
    372,319
    #VALUE!
    8,144
    390,935
    #VALUE!
    8,552
    410,481
    #VALUE!
    8,979
    431,006
    #VALUE!
    9,428
    452,556
    #VALUE!
    9,900
    475,184
    #VALUE!
    10,395
    498,943
    #VALUE!
    10,914
    523,890
    #VALUE!
    11,460
    550,084
    #VALUE!
    12,033
    577,589
    #VALUE!
    12,635
    606,468
    #VALUE!
    13,266
    636,791
    #VALUE!
    13,930
    668,631
    #VALUE!
    14,626
    702,063
    #VALUE!
    15,358
    737,166
    #VALUE!
    16,125
    774,024
    #VALUE!
    16,932
    812,725
    #VALUE!
    17,778
    853,361
    #VALUE!
    18,667
    896,030
    #VALUE!
    19,601
    940,831
    #VALUE!
    20,581
    987,873
    #VALUE!
    21,610
    1,037,266
    #VALUE!
    22,690
    1,089,129
    #VALUE!

    42.86%
    55,777,132

    Expenses
    30,000
    31,800
    33,708
    35,730
    37,874
    40,147
    42,556
    45,109
    47,815
    50,684
    53,725
    56,949
    60,366
    63,988
    67,827
    71,897
    76,211
    80,783
    85,630
    90,768
    96,214
    101,987
    108,106
    114,592
    121,468
    128,756
    136,481
    144,670
    153,351
    162,552
    172,305
    182,643

    After Retirement
    Expenses
    Age
    CY
    p/m
    p/a
    61 2048
    193,602
    #VALUE!
    62
    2049
    #VALUE!
    #VALUE!
    63
    2050
    #VALUE!
    #VALUE!
    64
    2051
    #VALUE!
    #VALUE!
    65
    2052
    #VALUE!
    #VALUE!
    66
    2053
    #VALUE!
    #VALUE!
    67
    2054
    #VALUE!
    #VALUE!
    68
    2055
    #VALUE!
    #VALUE!
    69
    2056
    #VALUE!
    #VALUE!
    70
    2057
    #VALUE!
    #VALUE!
    71
    2058
    #VALUE!
    #VALUE!
    72
    2059
    #VALUE!
    #VALUE!
    73
    2060
    #VALUE!
    #VALUE!
    74
    2061
    #VALUE!
    #VALUE!
    75
    2062
    #VALUE!
    #VALUE!
    76
    2063
    #VALUE!
    #VALUE!
    77
    2064
    #VALUE!
    #VALUE!
    78
    2065
    #VALUE!
    #VALUE!
    79
    2066
    #VALUE!
    #VALUE!
    80
    2067
    #VALUE!
    #VALUE!
    81
    2068
    #VALUE!
    #VALUE!
    82
    2069
    #VALUE!
    #VALUE!
    83
    2070
    #VALUE!
    #VALUE!
    84
    2071
    #VALUE!
    #VALUE!
    85
    2072
    #VALUE!
    #VALUE!
    86
    2073
    #VALUE!
    #VALUE!
    87
    2074
    #VALUE!
    #VALUE!
    88
    2075
    #VALUE!
    #VALUE!
    89
    2076
    #VALUE!
    #VALUE!
    90
    2077
    #VALUE!
    #VALUE!
    91
    2078
    #VALUE!
    #VALUE!
    92
    2079
    #VALUE!
    #VALUE!

    ent
    Corpus
    56,800,541
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!
    #VALUE!

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