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Retirement Goal

Current age
Retirement age
Life expectancy
Monthly expenses
Assumed inflation
Retirement corpus Return
Savings amount
Your Risk Profile
Goal name

Please tell us about yourself !

I am , aged

My income is and my occupation is

I am a and has of Investing Experience

My Investment Horizon is

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

1. If the performance of an investment you have recently made is below your expectations, how would you feel?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

2. What do you normally associate the word 'Risk' with?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

3. If you had to choose between being a salaried employee and running your own business, which one would you prefer?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

4. When you invest your money, what thought comes to your mind first?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

5. After you have made an investment, how do you usually feel?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

6. If you had the choice between a fixed salary and a partly variable one, depending on your performance and the profits of your company, which one would you prefer?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

7. If you had to make an investment decision without consulting or discussing it with anybody, how would you feel?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

8. Consider this scenario. You had invested in a company, but its performance was so bad post your investment, that you sold off your investments at a loss. Then you hear that the same company has begun to do well. Would you invest in the company again?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

9. Experts tell you that investments are subject to risk and you have to be prepared for losses as well as gains. What is the level of loss in your investment that you are willing to accept?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

10. If you looked at the portfolio of the investments that you have already made, how would you characterise them?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

11. If your investment advisor told you that you could enjoy better returns if you were willing to take the risk, to what extent would you be willing to expose your investments to risk, to earn a higher return?

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

12. Interest rates can go up or down. If you had to take a loan and had the choice between a fixed rate and a variable one, which one would you prefer?

Retirement Goal

Goal Summary

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 Goal

Retirement Corpus Amount
(adjusting for % inflation)

0

Total Future Value
(Scheme Selected Value)

Existing Portfolio

If you have an existing portfolio, please click LOGIN to map investments with your Goal.


Goal Summary

Retirement Corpus Amount (Inflation adjusted 5% per annum)
Future Value of your current Savings
Number of years you need to save
Monthly SIP investment required

Retirement Goal

Total Investment
Months
Total Growth
Future Worth

Recommended Portfolio

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