Emergency

What do you want to name this plan?

How much money (INR) 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?

Emergency

Step 1:

Describe your knowledge of investment:

Emergency

Step 2:

When you invest your money, you are:

Emergency

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?

Emergency

Step 4:

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

Emergency

Step 5:

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

Emergency

Step 6:

How do react to the idea of investments?

Emergency

Your Targeted Amount
(in today's value)
30,00,0000

Number of Years
You Need To Save
10 years

Your Targeted Amount
(adjusting for 5% inflation)
44,40,8000

Monthly SIP Investment
Required
18,8000

Emergency

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

Emergency

Recommended Portfolio (SIP Amount - Rs.)

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