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Live your dreams

Identify what you can save to achieve your goals

Income (Monthly)

Expenses (Monthly)

Surplus (Monthly)

20,000

Adjust your income and expenses to know your true saving potential

Your Goals

Child's Education

Tenure: 16 yrs

Current Value: 1500000

Future Value: 4428245

Monthly SIP: 14000

You need to save 14000 per month

Holiday

Tenure: 1 yr

Current Value: 25000

Future Value: 26750

Monthly SIP: 1700

You need to save 1700 per month

Retirement

Tenure: 17 yrs

Current Value: 5000000

Future Value: 19348422

Monthly SIP: 80000

You need to save 80000 per month

Inflation rate considered as 8%

Tell us how you feel about yourself when it comes to taking risk

Based on your risk profile, we recommend you to consider the below investments.

Product	Current NAV ()	Asset Type	Category	5 Year Return
Product Mutual Fund - 1	Current NAV () 26.5	Asset Type Equity	Category Large Cap	5 Year Return 10.67%	INVEST
Product Mutual Fund - 2	Current NAV () 186.84	Asset Type Equity	Category Multi-cap	5 Year Return 11.48%	INVEST
Product Mutual Fund - 3	Current NAV () 16.5465	Asset Type Debt	Category Medium Term Income	5 Year Return 8.78%	INVEST
Product Mutual Fund - 4	Current NAV () 17.4074	Asset Type Debt	Category Medium Term Income	5 Year Return 10.51%	INVEST
Product Mutual Fund - 5	Current NAV () 222.5451	Asset Type Debt	Category Liquid Funds	5 Year Return 9.05%	INVEST
Product Mutual Fund - 1	Current NAV () 26.5	Asset Type Equity	Category Large Cap	5 Year Return 10.67%	INVEST
Product Mutual Fund - 2	Current NAV () 186.84	Asset Type Equity	Category Multi-cap	5 Year Return 11.48%	INVEST
Product Mutual Fund - 3	Current NAV () 16.5465	Asset Type Debt	Category Medium Term Income	5 Year Return 8.78%	INVEST
Product Mutual Fund - 4	Current NAV () 17.4074	Asset Type Debt	Category Medium Term Income	5 Year Return 10.51%	INVEST
Product Mutual Fund - 5	Current NAV () 222.5451	Asset Type Debt	Category Liquid Funds	5 Year Return 9.05%	INVEST
Product Mutual Fund - 1	Current NAV () 104.29	Asset Type Equity	Category Multi-Cap	5 Year Return 17.67%	INVEST
Product Mutual Fund - 2	Current NAV () 26.5	Asset Type Equity	Category Large Cap	5 Year Return 10.67%	INVEST
Product Mutual Fund - 3	Current NAV () 186.84	Asset Type Equity	Category Multi-cap	5 Year Return 11.48%	INVEST
Product Mutual Fund - 4	Current NAV () 16.5465	Asset Type Debt	Category Medium Term Income	5 Year Return 8.78%	INVEST
Product Mutual Fund - 5	Current NAV () 222.5451	Asset Type Debt	Category Liquid Funds	5 Year Return 9.05%	INVEST
Product Mutual Fund - 1	Current NAV () 104.29	Asset Type Equity	Category Multi-Cap	5 Year Return 17.67%	INVEST
Product Mutual Fund - 2	Current NAV () 26.5	Asset Type Equity	Category Large Cap	5 Year Return 10.67%	INVEST
Product Mutual Fund - 3	Current NAV () 186.84	Asset Type Equity	Category Multi-cap	5 Year Return 11.48%	INVEST
Product Mutual Fund - 4	Current NAV () 16.5465	Asset Type Debt	Category Medium Term Income	5 Year Return 8.78%	INVEST
Product Mutual Fund - 5	Current NAV () 20.5597	Asset Type Debt	Category Income Opportunties	5 Year Reurn 8.96%	INVEST
Product Mutual Fund - 1	Current NAV () 104.29	Asset Type Equity	Category Multi-Cap	5 Year Return 17.67%	INVEST
Product Mutual Fund - 2	Current NAV () 62.75	Asset Type Equity	Category Mid Cap	5 Year Return 15.89%	INVEST
Product Mutual Fund - 3	Current NAV () 186.84	Asset Type Equity	Category Multi-cap	5 Year Return 11.48%	INVEST
Product Mutual Fund - 4	Current NAV () 16.5465	Asset Type Debt	Category Medium Term Income	5 Year Return 8.78%	INVEST
Product Mutual Fund - 5	Current NAV () 20.5597	Asset Type Debt	Category Income Opportunties	5 Year Reurn 8.96%	INVEST

Finances and Your Goals

Just an overview of your details, and get a closer look at your finances.

Income (Annually)

Expenses (Annually)

Surplus Amount

100000

Just an overview of your details, and get a closer look at your finances.

Retirement

You need to save 2000 to achieve this goal.

INVEST

Buying a House

You need to save 2000 to achieve this goal.

INVEST

Graduation Fund

You need to save 2000 to achieve this goal.

INVEST

Holiday

You need to save 2000 to achieve this goal.

INVEST