Retirement Goal

Current age
Retirement age
Life expectancy
Monthly expenses
Assumed inflation
Retirement corpus Return
Savings amount
Your Risk Profile
Goal name

Assess Your Risk Tolerance

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

Step 1:

Describe your knowledge of investments:

Assess Your Risk Tolerance

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

Step 2:

When you invest your money, you are:

Assess Your Risk Tolerance

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

Step 3:

If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?

Assess Your Risk Tolerance

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

Step 4:

Have you ever invested in shares or mutual funds? If yes, for how many years?

Assess Your Risk Tolerance

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

Step 5:

To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.

Assess Your Risk Tolerance

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

Step 6:

How do you react to the idea of investments?

Retirement Goal

Goal Summary

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

Retirement Goal

Retirement Corpus Amount
(adjusting for % inflation)

0

Total Future Value
(Scheme Selected Value)

Existing Portfolio

If you have an existing portfolio, please click LOGIN to map investments with your Goal.


Goal Summary

Retirement Corpus Amount (Inflation adjusted 5% per annum)
Future Value of your current Savings
Number of years you need to save
Monthly SIP investment required

Retirement Goal

Total Investment
Months
Total Growth
Future Worth

Recommended Portfolio

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