One Click Financial Plans

InvestmentYogi has put together some sample financial plans for different situations. Take a look at the sample plan that comes closest to your needs. Users who are logged in, can go here to create a personalized financial plan by customizing one of the financial plans below.

Swinging Singles

Swinging Singles Nidhi Kumar, 24 years, single, I.T. Professional, Rs 4 Lakh annual salary, shares a flat, no savings.

SAMPLE PLAN 

Double Income, No Kids (DINKs)

Swinging Singles Ram and Preeti Rao, 31/29 years, Marketing Exec / Software Engineer, Rs 15 Lakh combined salary, own a flat, savings accounts but no investments.

SAMPLE PLAN 

Family Folks

Families Roshan Kapoor, 40 years, married, two kids 5 / 10, Financial Services executive, Rs 16 Lakh annual salary, owns house but still paying mortgage, savings accounts, mutual funds, life insurance.

SAMPLE PLAN 

Senior Citizens 

Seniors Pritish Bose, 50 years, married, two kids going to college, lawyer, Rs 20 Lakh annual salary, owns house without loan, savings accounts, mutual funds, life insurance, fixed deposits about to mature.

SAMPLE PLAN 

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  • 01-08-2013 11:55 PM

    Financial Plans

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