loder

Child's Education Goal

image

Child's Education Goal

You are planning for your Child's Higher Education which is years away.

The cost of which would be around   in today's value.

You assume the inflation to be % and You can take risk with your investments.

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 1:

What is your investment Horizon? How long you can keep your money invested in the Stock market before you need it?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 2:

How well do you understand investing in the Stock markets?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 3:

My current and Future income sources (Ex: salary, biz income, etc.) are:

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 4:

From the following 4 possible investment scenarios, please choose your expectation?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 5:

If your investment was for long term (>7 Yrs.), How long will you hold on to a poorly performing portfolio?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 6:

Volatile investments usually provide higher returns and tax efficiency. What is your choise?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 7:

If few months after investing, your value of your investments declines by 20%, what would you do?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 8:

Which of these scenarios best describes your "Risk Range"? What level of losses and profits would you be comfortable with?

Goal Summary

Your Targeted Amount
(in today's value)

Future Value of Higher Education
(adjusting for % inflation)

Number of Years
You Need To Save

Monthly SIP Investment
Required

Future Value of Higher Education
(adjusting for % inflation)

0

Total Future Value
(Scheme Selected Value)

Existing Portfolio

If you wish to link any of the above schemes with this goal, then please check the relevant box/es as given alongside the scheme name.


Goal Summary

Your targeted Amount (Inflation adjusted 5% per annum)
Number of years you need to save
Monthly SIP investment required
Target Amount
SIP Amount
Total Months
Total Investment
Total Growth
Future Worth