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Lump Sum Investment Robo Advisor

To help us analyse your needs, tell us about yourself

I am years old and I want to invest Rs. for a time horizon of years.

My risk tolerance is

Build My Plan

Assess Your Risk Tolerance

We will ask you a set of questions to get you started!
1. What is the first thought to cross your mind, when you invest your money?
Let's get to know you.
2. Would you prefer to run your own business or be a salaried employee?
Let's get to know you.
3. To what extent would you expose your investments to risk, to earn higher returns?
Let's get to know you.
4. If you have bought a scrip with a view of long term holding and if the markets fell drastically, what would you do?
Let's get to know you.
5. If your income stops today , for how long will you be able to cope up with your expenses?
Let's get to know you.
6. You have got an investment offer from a friend who has started a new business which has attractive prospects. Would you invest?
Let's get to know you.
7. In the past, how have you taken most of your investment decisions?
Let's get to know you.
8. After you have made an investment, your feeling on the decision is:
Let's get to know you.
9. What is your practice on saving money
Let's get to know you.
10. Which of the following statements would best describe your level of knowledge as an investor
Let's get to know you.
11. How would you `honestly' describe yourself as a risk-taker?
Let's get to know you.
12. What is your approach to making a financial decision?

Your Mutual Fund Investment Plan

1
Age
2
Risk
3
Time Horizon
4
Investment Amount (Rs.)
Recommended Portfolio (Lumpsum Amount - Rs.)
Historical Returns of our recommended portfolio for you
Historical growth of Rs. Lumpsum in the last 10 years.
Projected Returns of our recommended portfolio for you
Projected growth of Rs. Lumpsum over years.

Disclaimer :

Projections are based on historical returns, therefore, actual returns may vary subject to market risks and cannot be guaranteed.

All projections are annual, compounded annually. Your investment till - Rs. . Expected Corpus in - Rs.