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Q1. Raman's current value of Investment is Rs. 1050000. Now, he is interested to invest Rs. 25000 every year.
He is expecting that it will rise by 9.5% in next three years. What can be his investment value after 12 years?
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Q2. Darryl wants his investment to be Rs. 65,00,000 at the rate of 10.25% p.a. in next 18 years.
How much money he has to invest now for it?
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Q3. As an investor, u want to know the maturity amount of Rs. 25,000 invested monthly at the rate of 10.25% pa. after 24 years.
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Q4. Nilesh wants to buy a car in 10 years from now.
If rate of return is 9.7% compounded quarterly
If cost of car is Rs. 5000000 at that time.
What will be his monthly investment to achieve this goal after 10 years?
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Q5. Pedro is interested to buy a car. The current cost of it is Rs 47,75,000. Down payment is Rs. 10,00,000.
He wants to know the amount of money to be paid every month if the loan is taken for 7 years at the rate of 12.75%.
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Q6. Martin has Rs. 1,50,00,000 with him. He is not knowing how to invest and get monthly income.
He comes to you. You guide him to invest lumpsum in Balanced fund where he will get 9% returns with low risk compounded QUARTERLY.
He is a retired person n wants to invest it for next 25 years. He wants his entire invested amount intact at the maturity.
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Q7. Mrs. Revati comes to you and asked you that if she requires to get Rs. 18,000 every month for next 18 years at 12% p.a.
Then what will be the current investment required for it if compounded quarterly.
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Q8 Mrs. Malathi comes to you and asked you that if she is able to pay Rs. 12,000 every month for next 6.5 years at 13.5% p.a.
Then what will be the amount of loan she will get?
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Q9. If Sufiyan is getting 14.5% on his investment and the rate of inflation is 4.9% then what is his actual returns on his investment?
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Q11. Wife's current age is--------25
Her life expectancy--------------90
Current age of Madhu-----------28
Madhu Retired at----------------60
Expected Life of Madhu---------85
Pre retirement Inflation----------7%
Post-retirement Inflation --------7.50%
Pre retirement returns-----------12.0%
Post retirement returns----------8.0%
Current consumption exps ------47000
Wife's age when Madhu retired--57
FV required after Life Expectancy for Children as a legacy------50000000
Find Monthly required amount of Investment???
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Q12. If Required Rate of Rerturn is 11.6% and Nominal Rate is 18%,
Then find Rate of inflation.
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Q13. Mr. Mohile came to you for your expert advice on Home Loan.
He is interested to buy a second home in a natural environment for his Retirement residence
The entire cost of that home is 75,00,000 today
He is having 15,00,000 for down payment.
He wants to know the Emi if rate of interest is 10%, period of loan is 20 years.
Even after 10 years from today, he is going to pay entire balanced amount if possible.
So, you are required to find out balanced amount after 10 years as well.
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Q14. Vardhanam Financial Solutions Pvt. Ltd. Is providing financial solutions.
Mustufa came to this firm for his retirement planning.
But he wants Real rate of return to be 4% provided inflation is 6.5%
Find out the nominal rate of return for his investment after retirement.
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Q15. Period-------- Annuity
Fix / even-----Fix /even
Fix /even ----- Variable /uneven
Variable /uneven----- Variable /uneven
Find the options below which suits the above Period & Annuity
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Q16. If the initial investment on 01/01/2016 is 50000
and Cash inflow is as follows
Date---------Cash Flows (in Rs.)
10-01-2016---1500
01-06-2016---1200
25-10-2016---1050
27-10-2016---2000
01-03-2017---1050
15-06-2017---51575
XIRR???
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Q17. If the initial amount of money invested in a project is Rs. 25000
and following are the cash inflows annually
then find out IRR of your investment
Year---Amount
0------25000
1------2000
2------4500
3------7000
4------8100
5------9700
IRR???
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Q18. Mr. Swami invested Rs. 1000 in a share 6 years ago
Today the value of that invvestment is Rs. 2345
You are required to find CAGR for your client Mr. Swami
Amount Invested 1000
Current value 2345
Period of investment 6
CAGR???
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Q19. Initial Investment(PV) 12500
Annual Interest Rate (I Or R) 13%
No. of compounding period per year (N) 4
Term/ Period (T) 7.5
Compounded Future Value???
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Q20. Dharam did his Engineering in Mechanical.
Then he completed his MBA is Marketing.
During MBA he came know about the importance of Investment and how it will be best if started early.
He is very much influenced by that knowledge of investment.
So, he decided to start just after starting with his job.
He came to know about the prestigeous Investment Firm in a Country, Next Level Wealth
so, he came to your firm and met Mr. Thakkar for further guidance started with Retirement Planning
He wants to retire at the age of 50.
His current age is 25 years. His current monthly expenditure is Rs. 35000
He wants to maintaion the same standard of living after retirement.
He is expecting to live till 90 years. Inflation will be same throughout the life at 6.5%.
He wants to leave a legacy to his next generation of Rs. 10,00,00,000
Pre retirement returns on Investment are 15% and post retirement returns are 8%
What should be the retirement corpus for him?
What monthly investment he is supposed to do for arranging the required corpus?
Current age 25
Will Retired at 50
Expected Life 90
Inflation 6.5%
Pre retirement returns 15.0%
Post retirement returns 8%
Current consumption exps 35000
Amount to be left after life 100000000
