Retirement
You are current age (Years)
Your retirement age (Years)
Your life expectancy (Years)
Current monthly household expenses
Inflation Rate
Rate of return
You have already saved
Name of the goal
Choose Your Risk Profile
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?
Goal Summary
Your Current Monthly household Expenses
₹
Retirement Corpus Amount (% inflation)
₹
Your Current Savings Now
₹
Future Value of your current Savings
₹
Number of Years You Need To Save
Years
Monthly SIP Investment Required
₹
Retirement Corpus Amount
(adjusting for % inflation)
0
Total Future Value
(Scheme Selected Value)
Existing Portfolio
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.
Goal Summary
| Your targeted Amount (Inflation adjusted 5% per annum) | |
| Number of years you need to save | |
| Monthly SIP investment required |