Retirement

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
(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

Future Value of Higher Education

0

Total Future Value

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
Expected Rate of Return
%
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should consult with their Mutual Fund Distributor or Financial Advisor before investing.