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Sample Wealth G.R.I.P. Report
 Where's my money going?
 
Find yourself with no savings at the end of the month? This sheet will give you a clear idea on the source of your income and the method in which it gets spent. Use this to tackle your costs more methodically. Enter either the monthly amount or the annual one. Once done, the other will be automatically calculated.
 
Income Monthly Annual
Post-tax salary
Spouse's income
Investment income
Rental income
Other income
Total Income
 
Expenses Monthly Annual
 
Household Expenses
Grocery
Medical
House help
Laundry
Basic ammenities (electricity, water, gas)
Phone
Mobile
Transportation
Cable
 
Lifestyle Expenses
Books
Newspapers
Clothing
Personal care
Entertainment
Travel
Holiday
Eating out
Club/ Gym membership
 
Fixed Expenses
House rent
Children's fees
Home loan
Auto Loan Instalment
Other Loan Instalment
Insurance Premium
 
Miscellaneous Expenses
Household gadgets
White goods
Festivals
Family obligations
Other
 
Total Expenses
Clear
Highest rated funds                     Rating Methodology & FAQ
Equity-Diversified Equity-Tax Planning Equity-Hybrid Hybrid-MIP Debt Medium Term All
Fund NAV
 Rating Percentage Return Action
3 Months 1 Year 3 Year Buy Now SIP
IDFC Premier Equity Plan A-G 19.92 46.68 9.75 26.93 Buy Now Start SIP Now
Reliance Regular Savings Equity-G 21.82 53.78 18.28 25.30 Buy Now Start SIP Now
ICICI Pru Infrastructure-G 24.42 33.66 7.86 23.58 Buy Now Start SIP Now
Sahara Infrastructure Variable Pricing-G 15.11 57.77 29.34 20.64 Buy Now Start SIP Now
HDFC Top 200-G 145.98 50.95 25.79 19.37 Buy Now Start SIP Now
DSPBR Equity-G 11.23 42.13 12.36 18.80 Buy Now Start SIP Now
Canara Robeco Infrastructure-G 17.63 50.68 17.07 17.35 Buy Now Start SIP Now
Tata Infrastructure-G 27.96 47.16 3.41 16.50 Buy Now Start SIP Now
IDFC Imperial Equity Plan A-G 15.13 31.81 16.79 16.46 Buy Now Start SIP Now
Fidelity Equity-G 23.62 39.16 12.67 16.08 Buy Now Start SIP Now
Calculators
Retirement Planning
Savings
Financial Management
Investment Guide
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