HAPPYNESS FACTORY

YOU

2017
Invested

Tax Saving

Target :

28,000
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Annual Vacation

Target :

3.21 L
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2020
Invested

Darsh Tuition

Target :

1.36 L
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Invested

Parents Health Corpus

Target :

6.55 L
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2021
Invested

Dream Home

Target :

1.54 Cr
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Car

Target :

5.14 L
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2023
Invested

Higher Secondary

Target :

3.43 L
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2026
IIM Cost

Target :

25.91 L
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2027
IIM year 2

Target :

27.98 L
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2031
Marriage

Target :

41.39 L
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Health Corpus

Target :

27.59 L
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2037
Invested

Retirement

Target :

4.23 Cr
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PROCEED TO PLANNING

I want to invest

Monthly

Lumpsum

In Tax Saving Mutual Funds (ELSS) for this financial year.

(Maximum deduction from taxable income allowed under Section 80C is Rs 1.5 Lakhs each Financial Year.)

INVESTMENT CLASS	RISK	HISTORICAL RETURNS	LOCK-IN	TIME TILL RETIREMENT	TAXABILITY
PPF	No Market Risk	8%	15 years	24	Tax-free
BANK FD	No Market Risk	8%	5 years	24	Taxable
ELSS	Market Risk	14%	3 years	24	Tax-free
LIFE INSURANCE POLICY	No Market Risk	6%	20-25 years	24	Tax-free

*Market Risk: Investment values fluctuate.

Home

Car

Vacation

Education

Marriage

Health Corpus

Custom Goal

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Tax Saving

Target :

28,000

Annual Vacation

Target :

3.21 L

Darsh Tuition

Target :

1.36 L

Parents Health Corpus

Target :

6.55 L

Dream Home

Target :

1.54 Cr

Car

Target :

5.14 L

Higher Secondary

Target :

3.43 L

IIM Cost

Target :

25.91 L

IIM year 2

Target :

27.98 L

Marriage

Target :

41.39 L

Health Corpus

Target :

27.59 L

Retirement

Target :

4.23 Cr

10 L

81.45 L

198.60 CR