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Trade Achievers To Public

The document outlines an individual's projected annual income, investments, and budget allocation over a 10 year period from 2022 to 2031. It shows that the individual's annual income is expected to increase by 10% each year. It also projects the value of their total investments of $1,164,368 to grow to over $2.3 million by 2031 and over $10 million by 2041 due to expected annual returns of 15% and inflation of 3%. Each year's budget allocates a certain percentage of income to needs, luxury, and investments.

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tharun venkat
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250 views4 pages

Trade Achievers To Public

The document outlines an individual's projected annual income, investments, and budget allocation over a 10 year period from 2022 to 2031. It shows that the individual's annual income is expected to increase by 10% each year. It also projects the value of their total investments of $1,164,368 to grow to over $2.3 million by 2031 and over $10 million by 2041 due to expected annual returns of 15% and inflation of 3%. Each year's budget allocates a certain percentage of income to needs, luxury, and investments.

Uploaded by

tharun venkat
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Year Annual Income 10% Adjusted Income

2022 180,000
2023 180,000 18,000
2024 198,000 19,800
2025 217,800 21,780
2026 239,580 23,958
2027 263,538 26,354
2028 289,892 28,989
2029 318,881 31,888
2030 350,769 35,077
2031 385,846 38,585

Investments -: Budget Breakup

Year Amount Gold


2022 5,250 3500
2023 6,000
2024 6,825
2025 7,733
2026 8,731
2027 9,829
2028 11,037
2029 12,365
2030 13,827
2031 15,435

Total Investment in 10 Years 1,164,368


116,436.82

Expected returns 15%


Inflation 3%
Value of Investment in 2031 2,341,206 1,742,077
Value of Investment in 2041 10,395,159 5,755,548
Value of Investment in 2051 46,156,018 19,015,668
Income Allocation Allocation Percentge
Final Income Needs Luxury Investments Needs Luxury
180,000 7,500 2,250 5,250 50% 15%
198,000 8,025 2,475 6,000 49% 15%
217,800 8,603 2,723 6,825 47% 15%
239,580 9,238 2,995 7,733 46% 15%
263,538 9,937 3,294 8,731 45% 15%
289,892 10,705 3,624 9,829 44% 15%
318,881 11,551 3,986 11,037 43% 15%
350,769 12,481 4,385 12,365 43% 15%
385,846 13,504 4,823 13,827 42% 15%
424,431 14,629 5,305 15,435 41% 15%

Shares FD/RD Cash Savings Total Surplus/Shortage


3500 7000 -1,750
6,000
6,825
7,733
8,731
9,829
11,037
12,365
13,827
15,435

1,164,368.21

17.42 Lakhs
57.56 Lakhs
190.16 Lakhs
tion Percentge Needs -: Budget Breakup
Investments
35% Year Amount Rent Food EB ChargesPhone
36% 2022 7,500 4000 2500 500 200
38% 2023 8,025
39% 2024 8,603
40% 2025 9,238
41% 2026 9,937
42% 2027 10,705
42% 2028 11,551
43% 2029 12,481
44% 2030 13,504
2031 14,629

Luxury -: Budget Breakup

Year Amount Hotel Insurance Clothes Total Surplus/Shortage


2022 3,000 1000 1000 1000 3000 -
2023 2,475 2,475
2024 2,723 2,723
2025 2,995 2,995
2026 3,294 3,294
2027 3,624 3,624
2028 3,986 3,986
2029 4,385 4,385
2030 4,823 4,823
2031 5,305 5,305
Fuel/TransInternet Total Surplus/Shortage
2000 800 10000 -2,500

Surplus/Shortage

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