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Draft Plan
Plan Review
Plan Presentation
Execution
Personal Info
Risk Profile
Goal-based Plan

Q1

What is your current age?

Q2

As per your assessment, what is your profile?

Q3

Investments in equity mutual funds can go up or down in value. Suppose you have invested an amount equal to your annual income. How much downside will you be comfortable with?

Q4

Of your entire investments, what is your current exposure to equity based investment products (Stocks, Equity Mutual Funds etc)?

Q5

What would be your returns expectation on your long term investment porfolio as compared to the returns on Bank Fixed Deposits?

Q6

Hi , Your risk profiling assessment is .

, Let's now add goals to your plan.

Risk Profile:
Score: 0 out of 25

Child Education

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Inflation is causing education to get costlier with every year. Know how much to save per month.

Marriage of Child

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You want a dream wedding for your daughter. Find out how much to save per month to fund the wedding.

Retirement Plan

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Worried about job uncertainity and rising costs. Get your retirement corpus needs calculated.

Custom Goal

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Want to save for your dream car, bike, foreign vacation or house. Plan and find required monthly savings.

's goal based plan

Goal Name Target Amount Target Year Monthly SIP
Required Monthly SIP 0

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Custom Goal

Child Education

Marriage of Child

Retirement Plan

Basic Inputs

Post Retirement Expense

Provident Fund

Let's calculate how much your PF will contribute:

You need at the time of your retirement. Out of which PF will contribute For the remaining , you need monthly SIP of Rs. You can retire early.

Custom Goal Edit

Child Education Edit

Marriage of Child Edit

Retirement Plan Edit

Basic Inputs

Post Retirement Expense

Provident Fund

Let's calculate how much your PF will contribute:

You need at the time of your retirement. Out of which PF will contribute For the remaining , you need monthly SIP of Rs. You can retire early.