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Goal
YOUR GOAL
Select Goal
Vacation
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Retire easy
Educate my Child
Own a house
Buy a Car
Vacation
Your Target Amount (
)
Your Time Horizon
Inflation Rate (%)
Your Lumpsum Amount (
)
Your Risk Appetite
conservative
moderate
aggressive
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* Click Submit button to see the suggested portfolio
Investment Suggestion for your Goal
For Lumpsum Investment :
You can invest the lumpsum amount of
in below portfolio
Asset Allocation
Scheme Name
Scheme/Product
Allocation (%)
Asset Amount
Min.Invt in Scheme
in Multiples of
Amount (
)
3 Year (%)
For Monthly (SIP) Investment :
You can achieve your goal by investing
Monthly, in the portfolio below
Asset Allocation
Scheme Name
Scheme/Product
Allocation (%)
Asset Amount
Min.Invt in Scheme
in Multiples of
Amount (
)
3 Year (%)
Invest Now
*Projected performance may not be delivered in future.
Goal Details
Goal Name :
Risk Portfolio :
Period :
Years
Your Goal Values
Adj. Values
Target :
Rs.
/-
Rs.
/-
Investment :
Rs.
/-
Rs.
/-
Investment in Lumpsum :
Rs.
/-
Rs.
/-
Investment in SIP :
Rs.
/-
Rs.
/-
Send Alert when
My Portfolio Value reaches target amount
My Portfolio value declines by Rs.
or declines by percentage