 |
|
As on
|
|
Last Year
|
This Year
|
|
1 January 2022
|
1 January 2023
|
|
|
|
|
Current
|
|
Total
|
|
20 July 2023
|
|
|
| Assets |
|
|
|
Add Asset |
| Retirement Accounts i.e NPS and Other |
|
-50% |
₹500.00 |
400.00% |
| Equity Investments |
|
-50% |
₹500.00 |
400.00% |
| Multual Fund |
|
-50% |
₹500.00 |
400.00% |
| Stocks |
|
-50% |
₹500.00 |
400.00% |
| Stocks |
|
-50% |
₹500.00 |
400.00% |
| Bonds |
|
-50% |
₹500.00 |
400.00% |
| FD's |
|
-50% |
₹500.00 |
400.00% |
| Total Equity Investments |
|
-50% |
₹500.00 |
400.00% |
| Cash/Savings |
|
-50% |
₹500.00 |
400.00% |
| Insurance |
|
-50% |
₹500.00 |
400.00% |
| Personal home/Residents |
|
-50% |
₹500.00 |
400.00% |
| Real Estate Investments |
|
-50% |
₹500.00 |
400.00% |
| Money Landed to others |
|
-50% |
₹500.00 |
400.00% |
| Other Assets like Car etc |
|
-50% |
₹500.00 |
400.00% |
| Total Assts |
|
-50% |
₹5500.00 |
100.00% |
|
| Liabilities |
|
|
|
Add Liability
|
| Car Loands |
|
-50% |
₹500.00 |
400.00% |
| Credit Card Debt |
|
-50% |
₹500.00 |
400.00% |
| Mortgage Debt (Loans Balance) |
|
-50% |
₹500.00 |
400.00% |
| Other Debt |
|
-50% |
₹500.00 |
400.00% |
| Total Liabilities |
|
-50% |
₹5500.00 |
100.00% |
|
| Net Worth |
|
42% |
₹16,800 |
62.50% |
| Annual Cash Flow (Earned) |
|
5% |
₹1,000.00 |
10% |
| Annual Cash Flow (Unearned) |
|
5% |
₹1,000.00 |
10% |
|
