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 Targeted Amount
(in today's value)
Future value of your Wealth Creation
(adjusting for % inflation)
Number of Years
You Need To Save
Monthly SIP Investment
Required
Wealth Creation Goal
Future value of your Wealth Creation
(adjusting for % inflation)
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 |