Charvee Financial Services

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Wealth Journey Tool !

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Asset Class *	Product *	Investment Name *	CMV (₹)	Expected Return * (%)	Monthly Investments (₹)	SIP Period (Yrs)	Annual Lumpsum (₹)	No. of Instalment	Projected Wealth After Years	Projected Allocation %	Action

Total Projected Wealth										-

Fresh Investment ₹ 200,000

Projected Future Value ₹ 200,000

Total Gain ₹ 200,000

Weighted Avg Return 15.02 %

Cashflow Graph Cashflow & Graph

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Goal Year	Withdrawal Amount	Withdrawal Purpose

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