Nafis's Financial Plan

Interactive Portfolio Dashboard

💼
Yearly Income
৳1.08M
💰
Yearly Savings
৳264K
🏦
Total Assets
৳5.2M
🎯
Goal Target
৳18.5M

💰 Income & Expenses

🏦 Current Assets

🎯 Financial Goals & Requirements

🛡️ Emergency Fund

৳500,000

Immediate access for emergencies

🚗 Car Purchase

৳3,450,000

5 Years - No loan interest

🏠 Home Down Payment

৳7,940,490

8 Years for down payment

Total Requirements

৳11,890,490

📊 Investment Options

Equity, Risky

Stocks, Mutual Funds

Fixed Income, Safer

Bonds, Treasury Notes, National Savings Certificates

Steady, Limited Return

Fixed Deposits

Fintech Options

WeGro, iFarmer, Biniyog.io, Gold Kinen, FreshieFarm

Peer Investment Networks

Bangladesh Investors Alliance, Investors Community Alliance

Fractional Land Platforms

Jomee Jomaa

⚠️ Risk Profile

Overall Risk: Moderate-Aggressive

Capacity: High

Willingness: Moderate

📋 Strategic Tasks

  • •Investor Profiling
  • •Calculate Required Rate of Return (RRR)
  • •Research alternative investment ecosystem
  • •Compare returns, risk, and liquidity
  • •Design diversified portfolio
  • •Financial Projection & Feasibility