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["ADVISOR NAME"]
["ADVISOR CODE"]
["PLAN"]
["DATE OF DISSCUSSION"]
["Review Date"]
["Pan No."]
["Name "]
["DOB - "]
["Mobile no - "]
["Mail Id "]
["Monthers Name - "]
["Father Name "]
["Hieght "]
["Weight"]
["Education"]
["Occupation"]
["Name of Company"]
["Designation"]
["Annual Income"]
["Nature of work"]
["Smoker/non smoker"]
["Any Existing Disease"]
["Alcohol"]
["Other Details"]
["Bank Name"]
["Account NO / IBAN NO."]
["Branch "]
["IFSC CODE / BIC NO."]
["MICR NO / UST IDNR"]
["NOMINEE NAME"]
["NAMONEE DOB"]
["RELATIONSHIP WITH NOMINEE"]
["VACCINATION DATE 1ST DOSE"]
["VACCINATION DATE 1ST DOSE"]
["Address"]

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["S. NO.","PARTICULARS","DATE","INVESTMENT AMOUNT","GOAL AMOUNT","CURRENT VALUE","CURRENT DATE","Return on Investment","TIME TAKEN","XIRR"]
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[2,"10% STRATEGY",null,null,500000,1000000,"2025-02-05",{"$error":"#DIV/0!"},{"$error":"#NAME?"}]
[3,"IDEA2ACT AND WIN",null,null,500000,400000,"2025-02-05",{"$error":"#DIV/0!"},{"$error":"#NAME?"}]
[4,"IIFL FLEXI CAP",null,null,1000000,2000000,"2025-02-05",{"$error":"#DIV/0!"},{"$error":"#NAME?"}]
[5,"EQUITY MF",null,null,1000000,null,"2025-02-05",{"$error":"#DIV/0!"},{"$error":"#NAME?"}]
[6,"DEBT MF",{"$nulls":4},"2025-02-05",{"$error":"#DIV/0!"},{"$error":"#NAME?"}]
[7,"HYBRID MF",{"$nulls":4},"2025-02-05",{"$error":"#DIV/0!"},{"$error":"#NAME?"}]
[{"$nulls":6},"2025-02-05",{"$error":"#DIV/0!"},{"$f":"G9-C9","v":"2025-02-05"}]
[{"$nulls":6},"2025-02-05",{"$error":"#DIV/0!"},"2025-02-05"]
[{"$nulls":6},"2025-02-05",{"$error":"#DIV/0!"},"2025-02-05"]
[{"$nulls":6},"2025-02-05",{"$error":"#DIV/0!"},"2025-02-05"]
[{"$nulls":4},"Achieved",{"$f":"SUM(F2:F12)","v":4400000}]
[{"$nulls":4},"Required",{"$f":"Aspirations!L21","v":14084784.702873001}]
[{"$nulls":4},"Shortfall",{"$f":"F14-F13","v":9684784.7028730009}]

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[]
["S. No.","Particular","RECOMMENDED AMOUNT","INSURED AMOUNT","Policy No","Company","Amount","Renewal Date","Remark"]
[1,"HEALTH INSRANCE",1000000]
[2,"LIFE INSURANCE","60-AGE*YEARLY EXPESES"]
[3,"ACCIDENTAL INSURANCE","LIFE"]
[4,"CRITICAL ILLNESS",2000000]
[5]
[6]

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["RETIREMENT PLANNING",{"$nulls":5},"CHILD EDUCATION/MARRIAGE",null,null,"GOAL1","RETIREMENT ",{"$f":"C13","v":4430.0477740256347}]
["COST AT FREEDOM",null,150000,null,null,null,"CHILD CURRENT AGE",13,null,"GOAL2","CHILD MARRIAGE/ EDUCATION",{"$f":"H9","v":30143.225487017229}]
["CURRENT AGE",null,47,null,null,null,"TIME",4,null,"GOAL3","HOME/OFFICE",{"$f":"H23","v":90912.726516908064}]
["CURRENT ANNUAL  EXPENSES",null,60000,null,null,null,"CURRENT COST",1500000,null,"GOAL4","ASPIRATION",{"$f":"H33","v":30000}]
["TIME",null,11,null,null,null,"INFLATION",7.0000000000000007E-2,null,"GOAL 5","OTHER",{"$f":"H46","v":8679.1487684565818}]
["COMPOUNDING",null,"YEARLY",null,null,null,"FUTURE COST",{"$f":"FV(H6,H4,-I50,-H5,0)","v":1966194.0150000001},null,null,"TOTAL SIP REQUIRED",{"$f":"SUM(L2:L6)","v":164165.14854640752},{"$nulls":4},"pv",75000]
["INFLATION",null,0.05,null,null,null,"RETURN ON INVESTMENT",0.15,null,"  ",{"$nulls":6},"time",20]
["RETURN ON INVESTMENT",null,0.15,null,null,null,"MONTHLY SIP REQUIRED",{"$f":"PMT(H8/12,H4*12,0,-H7,0)","v":30143.225487017229},{"$nulls":8},"inflation",7.0000000000000007E-2]
["REAL RETURN",null,{"$f":"(1+C9)/(1+C8)-1","v":9.5238095238095122E-2},{"$nulls":13},"cost",{"$f":"FV(R9,R8,0,-R7,0)","v":290226.33468646347}]
["LIVING AGE",null,30]
["CORPUS AT 60",null,{"$f":"PV(C10,C11,-C3,0,0)","v":1472192.6133421573}]
["MONTHLY SIP REQUIRED",null,{"$f":"PMT(C9/12,C6*12,0,-C12,0)","v":4430.0477740256347}]
[]
["AGE","CORPUS","EXPENSES","NET AMOUNT",null,null,"Goal 3","INCREASE COST VALUE - CLCULATE SIP",null,null,"Total Amount Required"]
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[61,{"$f":"B16*115%","v":1693021.5053434807},{"$f":"C16*107%","v":160500},1532521.5053434807,{"$nulls":5},"GOAL2","CHILD MARRIAGE/ EDUCATION",{"$f":"H7","v":1966194.0150000001}]
[62,{"$f":"D17*115%","v":1762399.7311450026},171735,1590664.7311450026,null,null,"TIME",5,null,"GOAL3","HOME/OFFICE",{"$f":"H21","v":8052550.0000000028}]
[63,1829264.4408167528,183756.45,1645507.9908167529,null,null,"CURRENT COST",5000000,null,"GOAL4","ASPIRATION",{"$f":"H29","v":1000000}]
[64,1892334.1894392658,196619.40150000004,1695714.7879392658,null,null,"INFLATION",0.1,null,"GOAL 5","OTHER",{"$f":"H44","v":1593848.0745308422}]
[65,1950072.0061301556,210382.75960500006,1739689.2465251556,null,null,"FUTURE COST",{"$f":"FV(H20,H18,-I64,-H19,0)","v":8052550.0000000028},null,null,"TOTAL SIP REQUIRED",{"$f":"SUM(L16:L20)","v":14084784.702873001}]
[66,2000642.6335039288,225109.55277735007,1775533.0807265788,null,null,"RETURN ON INVESTMENT",0.15]
[67,2041863.0428355655,240867.22147176458,1800995.8213638009,null,null,"MONTHLY SIP REQUIRED",{"$f":"PMT(H22/12,H18*12,0,-H21,0)","v":90912.726516908064}]
[68,2071145.1945683709,257727.92697478813,1813417.2675935829]
[69,2085429.8577326201,275768.88186302333,1809660.9758695967]
[70,2081110.1222500361,295072.703593435,1786037.4186566011]
[71,2053943.0314550912,315727.79284497548,1738215.2386101158,null,null,"Goal 4","CACULATE TIME"]
[72,1998947.5244016331,337828.73834412376,1661118.7860575092,null,null,"TIME TO WAIT TO BUY A CAR"]
[73,1910286.6039661355,361476.75002821244,1548809.853937923,null,null,"COST OF CAR",1000000]
[74,1781131.3320286113,386780.12253018731,1394351.2094984241,null,null,"RETURN ON INVESTMENT",0.15]
[75,1603503.8909231876,413854.73110730044,1189649.1598158872,null,null,"INFLATION",7.0000000000000007E-2]
[76,1368096.5337882701,442824.56228481152,925271.97150345857,null,null,"EFFECTIVE RATE",{"$f":"(1+H30)/(1+H31)-1","v":7.4766355140186702E-2}]
[77,1064062.7672289773,473822.28164474835,590240.485584229,null,null,"SIP",30000]
[78,678776.55842186324,506989.84135988075,171786.71706198249,null,null,"TIME  ",{"$f":"NPER(H32/12,-H33*12,H29,0,0)","v":2.8108165463787986}]
[79,197554.72462127983,542479.13025507249,-344924.40563379263,null,null,"PRESENT SAVING",0]
[80,-396663.0664788615,580452.66937292763,-977115.73585178913]
[81,-1123683.0962295574,621084.35622903262,-1744767.45245859]
[82,-2006482.5703273783,664560.26116506499,-2671042.8314924436,null,null,"Goal 5"]
[83,-3071699.25621631,711079.47944661963,-3782778.7356629297,null,null,"OTHER"]
[84,-4350195.546012369,760855.04300788301,-5111050.5890202522]
[85,-5877708.1773732901,814114.8960184349,-6691823.0733917253,null,null,"TIME",8]
[86,-7695596.5344004836,871102.93873972539,-8566699.4731402099,null,null,"CURRENT COST",1000000]
[87,-9851704.3941112403,932080.1444515062,-10783784.538562747,null,null,"INFLATION",0.06]
[88,-12401352.219347158,997325.7545631117,-13398677.97391027,null,null,"FUTURE COST",{"$f":"FV(H43,H41,-I87,-H42,0)","v":1593848.0745308422}]
[89,-15408479.669996809,1067138.5573825296,-16475618.227379339,null,null,"RETURN ON INVESTMENT",0.15]
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[91,-23102119.100568376,1221766.9343472582,-24323886.034915633]
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[95,-48101993.179551363,1601487.2226923185,-49703480.402243681]
[96,-57159002.462580226,1713591.3282807809,-58872593.790861011]
[97,-67703482.859490156,1833542.7212604356,-69537025.580750585]
[98,-79967579.41786316,1961890.7117486664,-81929470.12961182]
[99,-94218890.649053589,2099223.0615710733,-96318113.710624665]
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["SIP TO FUTURE VALUE CALCULATOR"]
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[]
[]
[]
["MILESTONE  CALCULATOR"]
["YEARS",12]
["RATE OF RETURN",0.12]
["MILESTONE ",10000000,20000000,40000000,80000000]
["SIP REQUIRED",{"$f":"PMT($B$14/12,$B$13*12,0,-B15,1)","v":31031.59816202099},62063.196324041979,124126.39264808396,248252.78529616792]