PVS (Prashant V Shah)

– Authorized Education Provider of FPSB Ltd. (CFP Coaching and Study Material)

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    Prashant V Shah
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    Investment Planning Specialist

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Archive for January, 2017

Basic Calculations for Retirement Planning – CFP

Posted by Prashant Shah on January 4, 2017

  1. Interest Rate Calculation

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Mathematics of Retirement Planning

Case

Current age of Mr. Shah is 30 years. His current household expenses are Rs.3,50,000 per annum. He estimates that post retirement he will need 80% of the pre-retirement expenses. Estimated inflation for his lifestyle is 6%. He wants to retire at the age of 60 years. He can invest money at 12% now and at 9% post retirement. His life expectancy is 80 years.capture

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Investment and Growing Annuity

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Posted in CFP, Retirement Planning | 18 Comments »