What do you want to name this plan?

How much money do you require in today's value?


After how many years would you need this amount?


What is the expected rate of inflation per year during this time?


What's your risk profile?

Step 1:

Describe your knowledge of investment:

Step 2:

When you invest your money, you are:

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?

Step 4:

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

Step 5:

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

Step 6:

How do react to the idea of investments?


Your Targeted Amount
(in today's value)

Number of Years
You Need To Save
10 years

Your Targeted Amount
(adjusting for 5% inflation)

Monthly SIP Investment

Existing Portfolio

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Goal Summary

Your targeted Amount (Inflation adjusted 5% per annum)
Number of years you need to save
monthly SIP investment required

Recommended Portfolio (SIP Amount - Rs.)

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