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'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 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 |