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Investment Planning

The first step to meeting your financial goals is devising an effective and realistic Investment Plan based on your risk profile, time horizon of investment and the financial goal. It is serious business, as it requires correct asset allocation, product selection and regular review and rebalancing. And, it is never too soon to start thinking about planning for your future.

You might want to fund your daughter’s marriage, build a house for your family or plan for your retirement. Without proper planning you might not be able to achieve any of your life’s milestones.Our Investment Planner analyses your ability to handle short-term fluctuations in the value of your investments, both financially and psychologically. It is based on the amount of risk you wish to take based on the rewards you want to gain.

Know only one fact the power of compounding

Age Monthly Contribution Rate of 10% Rate of 12% Rate of 15% Rate of 18%
20 200 913060 1542444 3400798 7746160
25 200 557431 866107 1702100 3377812
30 200 336613 482335 837660 1468367
35 200 199502 264572 407881 633731
40 200 114368 141008 194205 218904
45 200 61506 70894 87970 109434
50 200 26682 31110 35152 39129

* Contribution Age is upto 58

Age Monthly Contribution Rate of 10% Rate of 12% Rate of 15% Rate of 18%
20 500 2282650 3856110 8601995 19365401
25 500 1393577 2165267 4255251 8444530
30 500 841532 1205837 2094151 3670917
35 500 498756 661430 1019702 1584327
40 500 285919 352519 485511 672259
45 500 153764 177235 219924 273586
50 500 71705 77774 87850 99323