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“Merawala Plan”

Make Your Financial Plan & Grow Rich
Know your Personal finance metrics, fund your retirement, improve your risk management, plan your goals, align your investments & save taxes GettingYouRich.com can help
you measure your personal
finances and identify the focus
areas. You can align your
financial goals.
optimize the
ROI, measure risk profile and
strategies.

When it comes to doing best for
your personal finances, knowing
“Wealth Secrets” helps. Giving
you financial visibility for several
years, this may just be the
“Merawala Plan” service that you
always wanted.

Integrity
based
culture,
personalized approach, a human
made plan, and experience
across 70+ families are few
reasons you should consider
engaging us. Call us today at 91
98203 29758.

And you thought financial
planning needed money?
Not really. Follow the right methodology, be
a disciplined investor, manage by metrics and
map your financial goals to your risk profile
and personal budgeting. When you don’t
have money, that’s actually a very good
reason for you to start financial planning.

Still thinking that Financial Planning is all
about making investments? Think again. A
Comprehensive Financial Plan involves
Budgeting, Risk Profiling, Insurance, Goals,
Tax Planning, and Investment Planning. To
know more, please call at 91 98203 29758.

Personal, Private & Confidential

contents
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Subject
Your Monthly Profit & Loss
Annual View
Your Key Ratios
Your Balance Sheet
Your Retirement Plan
Your Life Insurance Plan
Insurance Schedule
Your Financial Goals
Your Investment Plan
Analysis of Recommended MFs
Retirement & Life Insurance Corpus
Tax Planning
Estate Planning Guidance
Implementation Plan
Your Financial House
Critical Assumptions
Your Inputs on Risk Assessment
Money Saving Tips
FAQ for Sample Plan
Understand the key terms
Best Articles from GettingYouRich.com
Disclaimer
Disclosure

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Sample Financial Plan

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This plan is an Intellectual Property of
GettingYouRich.com. You are welcome to share this
Sample Plan with your friends & family. In order for us
to know their feedback, track the downloads and
possibly help them with their personal finance, the
best way we suggest is that you direct them to our
website and download their FREE copy.
Shah Rohit Financial Services Pvt. Ltd., Mumbai
Cell: 91 98203 29758
Email: listen@gettingyourich.com
www.gettingyourich.com

Details

Mr. Wealth Mrs. Wealth

Son

Daughter

Current Age

30 Years

30 Years

5 Years

2 Years

Retirement Age

58 Years

58 Years

N.A.

N.A.

Life Expectancy

80 Years

80 Years

80 Years

80 Years

GettingYouRich.com

Wealth Gold offering

Personal, Private & Confidential

Your monthly profit & loss
Details
Category

Subcategory

Loan Payment

EMI

Household

Maintenance

Household

Household

Household

Current
Expenses

Life
Insurance
Scenario

Retirement
Period Baseline

Emergency
Corpus

24,959

0

0

24,959

2,000

2,000

2,000

2,000

25,000

25,000

25,000

25,000

Car/Bus

4,000

4,000

4,000

3,000

Household

Utility Bills

5,000

5,000

5,000

5,000

Education

Fees

7,500

7,500

7,500

Household

Miscellaneous

7,000

7,000

7,000

5,000

Lifestyle

Vacation

1,667

1,667

1,667

0

Lifestyle

Clothing

417

417

417

0

Lifestyle

Donations

167

167

167

0

Others

Religious contributions

250

250

250

0

Insurance

Insurance Premium

4,453

0

0

0

Medical

Retirement Health Care
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