Wealth Creation

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?

Wealth Creation

Step 1:

Describe your knowledge of investment:

Wealth Creation

Step 2:

When you invest your money, you are:

Wealth Creation

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?

Wealth Creation

Step 4:

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

Wealth Creation

Step 5:

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

Wealth Creation

Step 6:

How do react to the idea of investments?

Wealth Creation

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

Wealth Creation

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

Wealth Creation

Recommended Portfolio (SIP Amount - Rs.)

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