Monthly SIP Investment Robo Advisor
The better we know you; the more we can do for you.
I am years old and I need Rs. at today's value for a time horizon of years.
My risk tolerance is
Build My PlanAssess Your Risk Tolerance
-
1. What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.
-
2. What is your attitude towards savings?
-
3. Have you invested in equity mutual funds before? If yes, for how many years?
-
4. To get above average (more than FD) returns you have to take risks
-
5. How will you describe your attitude towards investing
-
6. If your equity investment makes 20% losses next year will you:-
-
7. Are you interested in market and investing
-
8. How do you approach making financial or investment decisions
Goal Planning Summary
Goal Summary
Inflation
Inflation is the rate at which the general level of prices for goods and services is rising and consequently, the purchasing power of currency is falling. The effects of Inflation are huge. And, it does not just affect areas like our salaries and the cost of purchasing a home etc. It hits us from every angle - Food prices go up, transportation prices increase and the cost of various services and goods skyrocket over time. All these factors make it absolutely necessary that you account for the impact of inflation on your long term savings and financial goals.
Average Inflation in India for last 3 years is as follows -
2016 - 5.71%
2015 - 5.88%
2014 - 6.37%
(Source: www.inflation.eu)
Asset Allocation
Overview
Projected Returns
Projected Returns of our recommended portfolio for you
Disclaimer :
Projections are based on historical returns, therefore, actual returns may vary subject to market risks and cannot be guaranteed.
All projections are annual, compounded annually. Your investment till - Rs. . Expected Corpus in - Rs.