You are years old and want to retire at age years and your life expectancy is years.
Your current monthly household expenses is
You assume the inflation to be % and expect % earning on retirement corpus.
You have already saved for your Retirement.
You can take risk with your investments.
We will ask you a set of questions to get to know you!
What is your investment Horizon? How long you can keep your money invested in the Stock market before you need it?
We will ask you a set of questions to get to know you!
How well do you understand investing in the Stock markets?
We will ask you a set of questions to get to know you!
My current and Future income sources (Ex: salary, biz income, etc.) are:
We will ask you a set of questions to get to know you!
From the following 4 possible investment scenarios, please choose your expectation?
We will ask you a set of questions to get to know you!
If your investment was for long term (>7 Yrs.), How long will you hold on to a poorly performing portfolio?
We will ask you a set of questions to get to know you!
Volatile investments usually provide higher returns and tax efficiency. What is your choise?
We will ask you a set of questions to get to know you!
If few months after investing, your value of your investments declines by 20%, what would you do?
We will ask you a set of questions to get to know you!
Which of these scenarios best describes your "Risk Range"? What level of losses and profits would you be comfortable with?
Your Current Monthly household Expenses
(in today's value)
Retirement Corpus Amount
(adjusting for % inflation)
Your Current Savings Now
Future Value of your current Savings
Number of Years
You Need To Save
Monthly SIP Investment
Required
If you have an existing portfolio, please click LOGIN to map investments with your Goal.
| Your targeted Amount (Inflation adjusted 5% per annum) | |
| Number of years you need to save | |
| Monthly SIP investment required |
