Our services give you personalized plan that can go a long way in achieving your goals. As a first step we spend time with you to understand your risk profile, preferences and collect information that would help us design a customized plan.
Please select a Goal
CHILD EDUCATION
CHILD'S MARRIAGE
WEALTH CREATION
DREAM HOUSE
RETIREMENT INCOME
My Goal is
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After how many years this goal is to be realized
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My goal will be realized after 20 years
The present value of my goal is Inflation rate will be :
The future value of your goal is :
What is your Risk Appetite
My Risk Appetite is
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My investment preference is
One time investment recommended to reach your goal of Rs. after years
Equity MF
Debt MF
Assumptions: Equity – Debt Asset allocation Average growth rate -EquityDebt
Mutual Fund investments are subject to market risks. Please read the Statement of Additional Information / Scheme Information Document carefully before investing.