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FPS Plus Sample Report

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FPS Plus Sample Report Sample Financial Plan For Mr. A*** B*** Name of Advisor : Contact No. : Date : Prepared By : ContaContactct No. : ICICI Securities Ltd. Page 1 of 44 Private and Confidential Contents Sr. No. Topic Page No. I Introduction 3 II Stages in your Financial Plan 4 III Recommended Action Plan 5 IV Track progress of Plan – Track & Act 12 V Reviewing the plan regularly 16 VI Annexures: 17 1. Assumptions 18 2. Personal Details 19 3. Current Financials 20 4. Your Risk Profile 24 5. Insurance Planning 25 6. Cash Flow (till retirement) 30 7. Goal Planning 33 8. Retirement Planning 36 9. Summary of Recom. Investments 39 10. Asset Allocation 40 VII Disclosures & Disclaimer 42 ICICI Securities Ltd. Page 2 of 44 Private and Confidential Introduction Dear Mr. A*** B***, We congratulate you for taking the first step in achieving your financial goals i.e. charting a customized financial plan for you & your family. This Financial Plan identifies your present financial condition and what you want to achieve in future. Based on the information we have obtained from you, a comprehensive financial plan has been developed for you which will provide you guidance on your financial objectives. The scope of your financial plan is as follows: • Recommended Action Plan providing specific action points on asset allocation, savings target, investment & insurance recommendations • Tool for tracking the progress of your action plan – Track & Act TM – how to use with screenshots • Annexures: Current Financials - this analyses your current income & expenses, your investments and savings Insurance planning identifies your insurance requirement against possible risks Cash flow gives you an understanding of your future cash inflows and outflows at various stages in your life Goal planning identifies and analyses the requirements for your various financial goals including your children goals Retirement planning analyses your post-retirement needs and a suitable solution which addresses those needs Asset Allocation analysis – this is based on the criticality and tenure of your future goals. We suggest you to implement the Action Plan precisely in order to ensure you are in the right path to achieve all your financial goals. Regards, Manager – Investment Advisory Services ICICI Securities Ltd. Page 3 of 44 Private and Confidential Stages in your Financial Plan Subscribe to Financial Planning Service Provide required data for financial planning RRReceive financial plan & discuss with advisor Implement the recommended action plan TMTMTM Track the progress of the plan through Track & Act Review the plan regularly / Renew the plan after a year ICICI Securities Ltd. Page 4 of 44 Private and Confidential Recommended Action Plan 1) ReRe----structuringstructuring of existing financial assets for futurefuture goals Recommended Asset CurrCurrentent Asset Allocation Allocation Amount Amount Recommended Action to meet Asset Type (Rs.) held (Rs.) held Total Percentage Amount Percentage Recommended Asset Allocation with outside Amount (%)(%)(%) (Rs.) (%(%(%)(% ))) Self‘s Self’s (Rs.) ICICIdirect ICICIdirect Beyond Corridor Limits, Add and Rebalance from other Equity 335,887 40,000 375,887 48.45% 465,532 60.00% Assets where you are over-exposed. Beyond Corridor Limits, Sell and Rebalance to other Fixed Income 40,193 359,807 400,000 51.55% 310,355 40.00% Assets where you are under-exposed. Total 376,080 399,807 775,887 775,887 Advisor’s Comment: Re-balance as per recommendation. ICICI Securities Ltd. Page 5 of 44 Private and Confidential Recommended Products for rere----structuringstructuring of existing financial assets for goalsgoals:::: Based on the recommended asset allocation in point no.1 in Action Plan, we suggest you to re-structure your existing asset allocation as below: Exit From Invest Into Asset Amount (in Rs.) Asset Amount (in Rs.) Equity Equity 89,645 Fixed IncomeIncome:::: Fixed IncomeIncome:::: Savings Bank Balance 400,000 MF Debt - Mid to Long Term 310,355 Total 400,000 Total 400,000 ICICI Securities Ltd. Page 6 of 44 Private and Confidential Recommended Products BUY): Fund Name Amount (in Rs.) Type Rationale Fund A 44,645 Equity Fund B 45,000 Fund C 77,000 Fund D 77,000 Fixed Income (>=4 years) Fund E 78,000 Fund F 78,355 Total 400,000 Note: For long-term debt investments, you can also consider investing into tax-free bonds, if there is any issue available with a credit rating of AA or above. If you invest into the same, you have to ensure that you re-invest the interest payouts into MF Debt. ICICI Securities Ltd. Page 7 of 44 Private and Confidential 2) Savings Target for next 1 year for goals Amount p.m. BreakBreak----upup of Monthly Amount (in Rs.) Particulars Amount (in Rs.) (in Rs.) Equity Fixed Income GoldGoldGold Savings Target for next 1 year 1,819,000 151,500 121,000 30,500 - Advisor’s Comments: As per your financial plan, you should target to save Rs. 1,8191,819,000,000,000,000 in next 1 year and allocate in a way that your Asset Allocation after a year is in line with the target asset allocation. For eg., if your target asset allocation after a year has more allocation to equity compared to current recommended asset allocation, then you will have to allocate more savings towards equity. Please refer to the Product Recommendations for the recommended funds in each of the asset classes. Recommended Products for Savings to be made in next 1 yearyear:::: Fund Name Amount (in Rs.) Type Rationale Fund A 24,000 Equity Fund B 24,000 ICICI Securities Ltd. Page 8 of 44 Private and Confidential Fund Name Amount (in Rs.) Type Rationale Fund G 24,500 Fund H 24,500 Equity Fund I 24,000 Fund D 10,000 Fixed Fund E 10,000 Income (>=4 years) Fund F 10,500 Total 151,500 p.m. ICICI Securities Ltd. Page 9 of 44 Private and Confidential Note: A. Debt Investments: We recommend that you invest in the growth option for debt funds. This ensures that you pay taxes only on capital gains, which are lower as compared to tax paid on distributed income (for short term holdings). It also ensures lower effective tax rates due to indexation benefit for investments held for over 3 years. We also recommend an accrual strategy for your debt investments to provide stability in income with lower interest rate risk. B. Equity Investments: We recommend that you choose growth funds for equity mutual funds investments. This would ensure that the funds continue to be invested till they are required for any goal. For your direct equity investments, we recommend that you hold a diversified portfolio with a strict upper limit on single stock (upto 10-15%), sector (upto 20-25%) and small/mid cap stocks (upto 5-10%). 3) Target Asset Allocation by January, 2018 ––– TTToTo be targeted over next 1 year, after shifting fromfrom current asset allocation to recommended asset allocation immediately as per point no.1 Recommended TTTargetTarget Asset Current Asset Asset Type Asset Allocation --- Allocation by Allocation Immediate JanuaryJanuary,, 2012018888 Equity 48.45% 60.00% 73.59% Fixed Income 51.55% 40.00% 26.41% Total 775,887 775,887 2,676,836 ICICI Securities Ltd. Page 10 of 44 Private and Confidential Advisor’s Comment: This section gives you the target allocation that you have to keep in mind while investing during this year so that you are as close to this allocation by the end of 1 year from the date of the plan. Rs.Rs.Rs. 2,672,672,6762,67 666,8,8,8,836363636 comprises accumulation of existing financial assets (which can be liquidated immediately for future goals) after a year, including the savings made during the next 1 year. Other Recommendations & Comments: As per your financial plan, the following points have to be acted upon immediately. • Insure self’s life for an additional amount of Rs.44.72 lakh, through a term insurance. • Take a personal accident insurance cover for self for an amount of Rs.1.53 crore. • Take a family floater basic medical insurance cover for your family for Rs.5 lakh. • Take a family floater top up medical insurance cover for your family for Rs.15 lakh. • Insure your existing house properties and home contents through home insurance. • Make nomination in all your existing investments / Draft a WILL to pass on your estate to the desired beneficiaries. • Review your financial plan after a year from now. ICICI Securities Ltd. Page 11 of 44 Private and Confidential Track the progress of plan Track & Act TMTMTM Once you implement the action plan, you can track the progress of the same everyday through our robo-advisory platform Track & Act TM . Here’s how you can do it: Where to access? Track & Act TM section can be found once you login to your account > in the ‘Trade and Invest’ tab > last option on the left side is ‘Advisory Services’> Track & Act TM . • Track Your Progress On Plan: It gives you a gist of current asset allocation, the recommended levels and target asset allocation by the end of subscription period; an overview of savings till date and target savings by the end of subscription period as well as the expected and actual portfolio valuation in graphical and tabular format. Every tab concludes with a note whether you are on track or not; if not, action points which need to be taken in line with the financial plan. 1. Starting Asset Allocation – This gives you a comparison of current asset allocation as on any date against recommended asset allocation, which is based on your goals and as suggested in your financial plan. In case you are in sync with the recommended allocation, the note will show a message ‘You are on track’.
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