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Dream Home

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:

Future cost of Dream Home:

Achievable with a monthly SIP of

(You Need To Save: Years)

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