SIP Investment

The better we know you, the more we can do for you

I am years old and I need at today's value for after years

My risk tolerance is

Assess Your Risk Tolerance

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

Step 1:

Describe your knowledge of investments:

None Limited Good Extensive

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:

Most concerned about your investment losing value Equally concerned about your investment losing or gaining value Most concerned about your investment gaining value

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?

Sell all of my investments Sell some of my investments Will wait and take no action immediately Will invest more

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?

Never 1-3 years 3-5 years 5+ 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.

Strongly disagree with the statement Disagree with the statement Agree with the statement Strongly agree with the statement

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?

I get stressed and avoid making financial decisions. I ask for advice from my friends and family. I seek professional advice. I am knowledgeable about investments and use my own expertise.

Time Horizon (Years)

Risk

Goal Amount (Rs.)

Inflation (%)

Inflation

Inflation is the rate at which the general level of prices for goods and services is rising and consequently, the purchasing power of currency is falling. The effects of Inflation are huge. And, it does not just affect areas like our salaries and the cost of purchasing a home etc. It hits us from every angle - Food prices go up, transportation prices increase and the cost of various services and goods skyrocket over time. All these factors make it absolutely necessary that you account for the impact of inflation on your long term savings and financial goals.

Average Inflation in India for last 3 years is as follows-

2020 - 6.32%

2019 - 7.66%

2018 - 4.85%

(Source: www.inflation.eu)

You need to save Rs. monthly to achieve inflation adjusted goal of Rs. .

Equity

Investing in Equity and equity related instruments refers to the investment in publicly traded shares of companies listed on recognized stock exchanges (in India and overseas) and all such schemes that may have such shares as an underlying holding. It may also involve and not limited to investments in equity, derivatives and or in unlisted shares of companies that may not be publicly traded. Such instruments may be more tax efficient than traditional investment options.

Debt

Investing in Debt markets and debt instruments involves investment in usually fixed interest securities that may or may not be listed. These securities may be in the form of Government Bonds, Corporate Bonds and other State Government Bonds/Municipal Bonds and or Bank Fixed Deposits (Public as well as Private). Tax free bonds are usually issued by Central or State Government/specialized agencies that do not attract any tax on interest earned. Such instruments may also be more tax efficient than traditional investment options.

Investment strategy

Portfolio Construction

Projected Returns of our Recommended Portfolio for you

Projected growth of Rs. Monthly SIP over 10 years.

Disclaimer :

Projections are based on historical returns, therefore, actual returns may vary subject to market risks and cannot be guaranteed.

All projections are annual, compounded annually.

Your investment till - Rs. . Expected Corpus in - Rs.

Historical Returns of our recommended portifolio for you

Historical growth of Rs. Monthly SIP in the last 10 years.

Recommended Portfolio (Monthly SIP Amount - Rs. )

Select All Schemes

SIP Investment

The better we know you, the more we can do for you

Assess Your Risk Tolerance

Step 1:

Assess Your Risk Tolerance

Step 2:

Assess Your Risk Tolerance

Step 3:

Assess Your Risk Tolerance

Step 4:

Assess Your Risk Tolerance

Step 5:

Assess Your Risk Tolerance

Step 6:

Historical Returns of our recommended portifolio for you

Recommended Portfolio (Monthly SIP Amount - Rs. )

Change the Scheme Name