Example of a Wealth Management Plan

Example of a Wealth Management Plan

This was prepared by me for a class project! Basic Details:Name: S S NaikProfession: Engineer (Non Finance)Age: 47 YearsMonthly Income: Rs 1,00,000 + 10% increment per yearAge of Retirement: 60 yrs Life Expectancy: 15yrs after retirementFamily: Housewife, Son-20yrs, Daughter- 18YearsHealth Related Information (of the head of the family): Used to Smoke Casual Drinking Non Vegetarian…