You are years old and want to retire at age years and your life expectancy is years.
We will ask you a set of questions to get to know you!
Describe your knowledge of investments:
We will ask you a set of questions to get to know you!
When you invest your money, you are:
We will ask you a set of questions to get to know you!
If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?
We will ask you a set of questions to get to know you!
Have you ever invested in shares or mutual funds? If yes, for how many years?
We will ask you a set of questions to get to know you!
To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.
We will ask you a set of questions to get to know you!
How do you react to the idea of investments?
Your Current Monthly household Expenses (in today'svalue)
Projected Monthly Expense
at Retirement
Your Current
Savings Now
Future Value of your
current Savings
Number of Years
You Need To Save
Assumed
Rate of Return (%)
Retirement Corpus Amount
(adjusting for % inflation)
Balance Retirement
Corpus Required
Monthly SIP Investment Required
Retirement Corpus 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 |
