Mutual Fund Mitra

Enter the goal planning for

Current cost of the goal (Rs.)

Expected Inflation (%)

Goal Year (in Years)

Risk with your investments

Build My Other Goal

Assess Your Risk Tolerance

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

Step 1:

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save and invest for the long term.

Less than 5% 5 to 10% 10 to 20% More than 20%

Assess Your Risk Tolerance

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

Step 2:

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later. I would like to save, but I cannot save much due to lifestyle and financial liabilities. I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows. I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

Assess Your Risk Tolerance

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

Step 3:

Have you invested in equity mutual funds before? If yes, for how many years?

Never 1 to 3 years 3 to 5 years More than 5 years

Assess Your Risk Tolerance

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

Step 4:

To get above average (more than FD) returns you have to take risks

Strongly disagree Disagree Agree Strongly Agree

Assess Your Risk Tolerance

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

Step 5:

How will you describe your attitude towards investing

Protect your capital Be ready for small amount of loss, but not much Be ready for reasonable amount of short term loss, as long as your money grows in the long term Short term losses do not matter, if you have conviction in your long term investments

Assess Your Risk Tolerance

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

Step 6:

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits Sell some investments, which made high losses and continue to hold some Do nothing Take advantage of the correction and invest some more money

Assess Your Risk Tolerance

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

Step 7:

Are you interested in market and investing?

I have no interest I do not follow business news and the markets regularly I follow business news and market whenever I have time I follow the markets everyday or at least, every other day.

Assess Your Risk Tolerance

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

Step 8:

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions I ask for advice from friends and relatives I seek professional advice I am knowledgeable about investments. I evaluate various options to make the best decision.

Assess Your Risk Tolerance

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

Step 9:

How secure do you feel about your salary /business income continuing for next 10 years?

Not secure at all Somewhat secure Fairly secure Very secure

Assess Your Risk Tolerance

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

Step 10:

How much of your investment portfolio you may have to withdraw in the next five years?

More than 30% 20 - 30% 10 - 20% less than 10%

Assess Your Risk Tolerance

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

Step 11:

When is the earliest you anticipate needing all or a substantial portion of your investments?

Less than 3 years 3 to 5 years 5 - 7 years 7 - 10 years More than 10 years

Future value of your Other Goal
(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

Lumpsum Amount

Target Amount

SIP Amount

Total Years

Total Growth

Email or Phone

Password

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Full name

Email address

Mobile no.

Password

Show password ?

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Other

Sip Amount :

Lumpsum Required

Future Cost

Duration Year

Assess Your Risk Tolerance

Step 1:

Assess Your Risk Tolerance

Step 2:

Assess Your Risk Tolerance

Step 3:

Assess Your Risk Tolerance

Step 4:

Assess Your Risk Tolerance

Step 5:

Assess Your Risk Tolerance

Step 6:

Assess Your Risk Tolerance

Step 7:

Assess Your Risk Tolerance

Step 8:

Assess Your Risk Tolerance

Step 9:

Assess Your Risk Tolerance

Step 10:

Assess Your Risk Tolerance

Step 11:

0

Existing Portfolio

Goal Summary

Contact us

Quick Links

Useful Links

Other

Sip Amount :

Lumpsum Required

Future Cost

Duration Year

Assess Your Risk Tolerance

Step 1:

Assess Your Risk Tolerance

Step 2:

Assess Your Risk Tolerance

Step 3:

Assess Your Risk Tolerance

Step 4:

Assess Your Risk Tolerance

Step 5:

Assess Your Risk Tolerance

Step 6:

Assess Your Risk Tolerance

Step 7:

Assess Your Risk Tolerance

Step 8:

Assess Your Risk Tolerance

Step 9:

Assess Your Risk Tolerance

Step 10:

Assess Your Risk Tolerance

Step 11:

0

Existing Portfolio

Goal Summary

Change the Scheme Name

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