Financial Planning
All your questions related to financial planning, goal based planning, asset allocation etc. are answered here.
The achieved % is the current value of an asset that is linked to a goal. It is important to note that while showing the % achieved of a goal in the...
Wed, 24 Aug, 2016 at 12:38 PM
Yes you can. The assumptions are defined in the global settings page.
*screenshots*
You can change it there or if you wish, you can chan...
Tue, 29 Dec, 2015 at 6:55 PM
You can see the assumption behind a goal by clicking on the gear icon on the bottom right side of the financial planning page. Here, you can see the assumed...
Tue, 29 Dec, 2015 at 6:45 PM
We consider the client’s risk profile and the proximity of the goal when deciding on the debt equity ratio. E.g. let's say you have two clients. On...
Mon, 30 May, 2016 at 4:53 PM
Following is the logic for dependent needs.
Annual Expenses + Annual Insurance Premium of all other members of the family. We exclude premiums ...
Wed, 28 Sep, 2016 at 4:24 PM
Following is the logic for continuing income sources .
We take into account the income of the spouse and use the following formula
PV = PMT * ...
Wed, 28 Sep, 2016 at 4:54 PM
This anomaly happens for goals which start immediately in the next 1-3 years and span for multiple years i.e at least 10-15 years. E.g. if today's date ...
Thu, 11 Jan, 2018 at 11:06 AM