You are years old and require at today's value after years to become wealthy.
You assume the inflation to be % and 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 Targeted Amount
(in today's value)
Your Targeted Amount
(adjusting for % inflation)
Number of Years
You Need To Save
Monthly SIP Investment
Required
Your Targeted Amount
(adjusting for % inflation)
Total Future Value
(Scheme Selected Value)
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.
Your targeted Amount (Inflation adjusted 5% per annum) | |
Number of years you need to save | |
Monthly SIP investment required |