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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

Question: 1 of 8

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

  • 1. What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.
  • 2. What is your attitude towards savings?
  • 3. Have you invested in equity mutual funds before? If yes, for how many years?
  • 4. To get above average (more than FD) returns you have to take risks
  • 5. How will you describe your attitude towards investing
  • 6. If your equity investment makes 20% losses next year will you:-
  • 7. Are you interested in market and investing
  • 8. How do you approach making financial or investment decisions

Your Mutual Fund Investment Plan

Asset Allocation

Overview

Projected Returns

Historical Returns

Portfolio

Recommended Portfolio (Lump Sum Amount - Rs. )
Scheme NameCategoryAllocation (%)Allocation AmountSave Scheme
Total
1
Age
2
Risk
3
Time Horizon (Years)
4
Investment Amount (Rs.)