# Wealth creation = Investment Planning

Plan lump sum Investments
I am
years old and I want to invest ₹
for a time horizon of
years.
You can take
risk with your investments.

Step 1:

Describe your knowledge of investment:

Step 2:

When you invest your money, you are:

Step 3:

If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?

Step 4:

Have you ever invested in shares or mutual funds? If yes,for how many years?

Step 5:

To obtain return of more then what you would receive as a bank fixed deposit,you must take risks.

Step 6:

How do react to the idea of investments?

YOUR RISK PROFILE IS




Time Horizon (Years)
8
Risk
Moderate
Investment Amount (Rs.)
1,00,000
Equity

Investing in Equity and Equity related instruments refers to the investment in publicly traded shares of companies listed on recognized stock exchanges (in India and overseas) and all such schemes that may have such shares as an underlying holding. It may also involve and not limited to investments in Equity Derivatives and or in unlisted shares of companies that may not be publicly traded. Such instruments may be more tax efficient that traditional investment options.

Debt

Investing in Debt markets and instruments involves investment in usually fixed interest securities that may be listed or unlisted. These securities may be in the form of Government Bonds, Corporate Bonds and other State Government Bonds/Municipal Bonds and or Bank Fixed Deposits (Public as well as Private). Tax free bonds are usually issued by central or state government/specialized agencies that do not attract any tax on interest earned. Such instruments may also be more tax efficient that traditional investment options.

Investment strategy

Portfolio Construction

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.

Historical Returns of our recommended portifolio for you

Historical growth of Rs. Lumpsum in the last 10 years.

Recommended Portfolio (Lumpsum Amount - Rs.)

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