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Build your Retirement Goal

You are years old and want to retire at age years and your life expectancy is years. Your current monthly household expenses is   . You assume the inflation to be % and expect % earning on retirement corpus. You have already saved   for your Retirement. You would like to name this goal as . 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?

Goal Summary

Your Current Monthly household Expenses:

₹

Retirement Corpus Amount:

₹

Achievable with a monthly SIP of

₹

(You Need To Save: Years)

Are you an existing client?

If yes, please click here and map your existing investments to this goal

No, I do not have investments with you

Take me to the plan without mapping any existing investments
₹

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
₹
Target Amount
₹
SIP Amount
Total Months
₹
Total Investment
₹
Total Growth
₹
Future Worth






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