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You need to make a monthly investment of Rs. 1,000 to accumulate an inflation adjusted corpus of Rs. 1,03,946 so that you can meet the goal requirement.

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Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

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

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Info

Maximum Investment Amount is Rs. 50,000 per financial year

Branch Location

Model Portfolio Return

PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return
3 Year Return
5 Year Return
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