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Goals Wealth Creation
Build your Wealth Creation Goals
You are years old now you require Rs at today's value after years for becoming wealthy. You assume the inflation to be % and expect % return on your investments. You can take risk with your investments.
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?
Your Targeted Amount:
₹
You Need To Save:
Years
Achievable with a monthly SIP of
₹
₹
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
₹
Target Amount₹
SIP AmountTotal Months
₹
Total Investment₹
Total Growth₹
Future WorthChange the Scheme Name
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