Investment portfolio table showing investment name and current value

Description:

The image depicts a PowerPoint slide titled "Investment Portfolio Table Showing Investment...". It features a table designed to outline an investment portfolio, with columns for different attributes of investments:

1. Investment Name: 

For listing the type of investment, such as "Saving account" and "Bank FD 1".

2. Current Value (Rs): 

The present monetary worth of each investment, denoted in Indian Rupees (Rs).

3. % of Total Portfolio: 

The percentage each investment represents of the total portfolio.

4. Expected Post Tax Return: 

The anticipated return on each investment after taxes.

5. Weighted Average Return: 

The average return across the portfolio, weighted by each investment's proportion of the total.

At the bottom of the table, a "TOTAL" row is displayed, summing the Current Value and the Weighted Average Return, indicating a total current value of "15,45,000" and a weighted average return of "7.77%".

Use Cases:

This slide would be useful in a variety of industries for financial planning and analysis purposes:

1. Banking:

Use: Detailing customer investment profiles.

Presenter: Financial Advisor

Audience: Clients, Investors

2. Financial Services:

Use: Portfolio management overview.

Presenter: Portfolio Manager

Audience: Investors, Financial Analysts

3. Education:

Use: Teaching financial literacy and investment strategies.

Presenter: Finance Educator

Audience: Students, Lifelong Learners

4. Corporate Finance:

Use: Managing corporate investment accounts.

Presenter: CFO or Finance Manager

Audience: Board Members, Shareholders

5. Insurance:

Use: Illustrating investment components of life insurance policies.

Presenter: Insurance Agent

Audience: Policyholders, Potential Clients

6. Real Estate:

Use: Showing portfolio diversification with real estate investments.

Presenter: Real Estate Investment Advisor

Audience: Real Estate Investors, Financial Planners

7. Government:

Use: Reporting on public investment funds.

Presenter: Public Financial Officer

Audience: Government Officials, Public Sector Stakeholder