You are
years old now
and your average monthly expenses are
.
You assume the inflation to be
% and
You would like to name this goal as
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?
Future value of Emergency
(adjusting for % inflation)
Number of Years
You Need To Save
Monthly SIP Investment
Required
