Skip to main content
  • Home
  • Goals
  • Retirement

Retirement

You are years old and want to retire years and your life expectancy

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
(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

Target Amount
SIP Amount
Total Investment
Total Growth
Future Worth






Your Targeted Amount

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