PVS (Prashant V Shah)

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

  • Join 796 other followers

  • Contact for Coaching and Study Material

    Prashant V Shah

    Ph: 92274 08080

    Email: pvs.cfp@gmail.com

  • Content Under Updation

    Tax Planning and Estate Planning

  • Next Batch

    Weekend Batch: October 2020
    Saturday: 5 pm to 9 pm
    Sunday: 9 am to 1.30 pm
    Fees: Rs.60,000

    Weekday Batch: September 2020
    Monday to Friday: 3 pm to 6 pm
    Fees: Rs.60,000

    Duration: 8 months

    Legacy Program Coaching also Available.

  • Blog Stats

    • 749,310 hits
  • Link to FPSB India

Archive for January, 2017

Basic Calculations for Retirement Planning – CFP

Posted by Prashant Shah on January 4, 2017

  1. Interest Rate Calculation



Mathematics of Retirement Planning


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


Investment and Growing Annuity









Posted in CFP, Retirement Planning | 18 Comments »