How quick can you have a glimpse of your financial plan? In a day? In few hours? In 1 hour? Or in seconds? Yes, in seconds! Want to know, how? Read on.
You can download Transcend Quick Plan from our site anytime, anywhere. You will find the link in our homepage under 'Amazing Calculators' tab.
Open Quick Plan and it will ask you to enter just 4 details of yours – your name, age, monthly investible surplus and what rate of return you expect from your investment. Choosing different rates from the drop-down list would also tell you the scope and risk associated with it.
Click on CALCULATE.
And voila! Here is the glimpse! You can pretty well see what you can achieve by investing a specific amount every month. This includes education fund and marriage fund for your children, life insurance and health insurance, retirement fund and holiday fund/bonus fund/contingency fund. And it will also show you the total package value.
Here you will come to know whether you are optimizing your current surplus amount or not. This clearly conveys the message that your investments should cover critical areas and spread across different goals and priorities.
Values will change with different age, surplus and return expectation, in all possible combinations.
But is this enough? What should be the exact value of your package? You may need more or less. Right. Your financial planning should include analysis of your current financial situation, identification of your financial goals, and developing and recommending financial strategies to realize such goals. All this can happen, but will require more contribution from your side, hence more time. Which should be fine now, as you have just tasted the ‘power of financial planning!
Click on the guiding arrow there. That will lead you to an exciting world of opportunities and empowerments. Happy journey!