- Goal Planner.
- Retirement Planner.
- Insurance Needed
- SIP Tools- SIP Calculator, SIP Planner, SWP Calculator, STP Calculator.
- Loan Tools - Loan Calculator, Loan Refinance and Loan Compare
- Fixed Deposit Calculator
- Recurring Deposit Calculator
- Save Goals and Retirement Plan
- View My Plan
1. Goal Planner
Goal Planner will help you to plan for any financial goals like Child Education or Child Marriage. It calculates the monthly investment required for achieving the goal. You can give the goal present value, No of Years remain, Inflation, rate of returns on your investments.
Present Value : 8, 00,000
Number of Years remain : 15 Years
Rate of Return (%) : 12
Inflation (%) : 7
Future Value : 22, 07,225
Monthly Investment : 4,418
Lump sum Investment : 4, 03,252
Example: Suppose you want to plan for your Child education which costs 8, 00,000 today. The Number of Years remain is 15 years and the inflation you expect is 7% and you expect 12% return from your investments. In that case future value is 22, 07,225 and to achieve that future value you need to invest 4,418 per month or lump sum invest 4, 03,252.
2. Retirement Planner
Retirement Planner helps you determine how much money you will need for your retirement to maintain the current lifestyle post retirement. You can give the Current Age, Retirement Age, Current Monthly Expenses, Expected Inflation, rate of returns on your investments before retirement and rate of returns on your investments after retirement.
Age (Years) : 30
Retirement Age (Years) : 58
Monthly Expenses : 30,000
Inflation (%) : 7
Rate of Return (%) on investment Before Retirement : 15
Rate of Return (%) on investment After Retirement : 10
Monthly Expenses at retirement : 1, 99,465
Yearly Expenses at retirement : 23,93,582
Retirement Corpus : 3, 99, 98,159
Monthly Investment : 7,719
Suppose you are 30 years old who wants to retire at 58 and expect to live till 80.
If your current Monthly Household Expenses (excluding expenses which will not be part of it post Retirement e.g. EMI, Insurance Premium, Education Expenses etc) are 30000,
You expect inflation to be around 7% for next 28 years,
You expect 15% return on your investments before retirement and
During retirement you expect that your investments will return 10%.
So Number of Years left for your retirement are 28 years and at retirement you will require a retirement corpus of 3,99,98,159 for which I need to save 7,719 per month.
3. Systematic Investment Plan (SIP) Calculator
SIP calculator will calculate the future value of SIP (Systematic Investment Plan) Payments. It helps you to calculate future value of your monthly investment in Mutual Fund, Public Provident Fund (PPF) or Fixed Deposit (FD) in bank or post office.
Example: If you want to start an SIP of Rs 5,000 per month and you expect your investments will return 12%, then in 10 years you will generate 11, 50,193 compounded yearly.
4. Loan Calculator
This calculator helps to quickly calculate EMI (Equated monthly Installment) of home Loan, Car Loan or Personal Loan. It also shows loan repayment schedule with total interest paid and total principal amount paid at the end of every financial year.
Please send suggestions and issues to my E-mail address email@example.com.
• Custodial Statements (select providers)
• Daily household and account level balances
• Financial insights and market commentary
• Tax Reporting (select providers)
• Quarterly account statements
We are excited about the initial rollout of the Petersen Hastings Navigator and look forward to adding more enhancements in the future.
Data available includes:
* Positions and asset allocation
* Account valuation
* Variety of additional reports
Please visit www.esavantadvisor.com for information on our services.
Information contained herein is derived from and based upon data obtained from one or more unaffiliated third parties. Due to the possibility of human or mechanical error by these third parties, the data contained herein is not guaranteed as to its accuracy or completeness and no warranties are made with respect to results obtained from its use. While every effort is made to provide reports free from errors, they are derived from data received from one or more third parties and, as a result, complete accuracy cannot be guaranteed.
All investments involve risk of potential losses, including loss of principal. Past performance is no assurance of future results. Clients cannot assume that future performance of any of the model portfolios or client accounts will be comparable to past performance. Total return and principal value will vary. Diversification does not guarantee a profit or protect against loss. Some model portfolios may have additional charges, including trading costs and other fees. Performance of the models should be viewed in the context of the broad market and general economic conditions prevalent during the periods covered by the performance information. Client portfolios are managed in a similar style and approach, however, client returns may be different due to inception date, timing of deposits and withdrawals, and risk tolerance differences. Index returns are unmanaged and do not reflect the deduction of advisory fees. This information is provided to you in combined form, solely for your convenience and ease of review. Please review your report, and report any discrepancies immediately but not later than 30 days of receipt of your account statement. We urge you to always compare reports you receive from IPCM with account statements you receive from your custodian. Inquiries or concerns regarding your account should be directed to your advisor or IPCM at 866-822-9880. IPCM is not liable for any errors reported to IPCM if reported after 30 days. Any oral communications regarding inaccuracies or discrepancies should be reconfirmed in writing to protect your rights. Please include your account number to ensure a prompt reply. If your objective and/or risk classification, or address has changed, please notify us immediately in writing. As it relates to Custom Allocation Programs, Iron Point is not acting in the role of the investment advisor and does not have an advisory relationship with the client.
Please note: The performance data for Fund Family Totals does not take into consideration any fees or expenses. The inclusion of fees and expenses would have lowered this performance figure. The Registration Totals and Client Totals performance figures do include applicable fees and expenses.
NOT FDIC Insured
You must be a Duckworth Wealth Advisors client to utilize this application. Please contact Duckworth Wealth Advisors to request access.
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