# Disciplined Investing = SIP

Plan your SIP

I am

Years

years old and I want to invest ₹

Amount

through monthly SIP for

Years

years.

You can take

Risk

risk with your investments.

Step 1:

Describe your knowledge of investment:

None Limited Goods Extensive

Step 2:

When you invest your money, you are:

Most concerned about your investment value Equally concerned about your investment losing or gaining value Most concerned about your investment gaining value

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?

Sell all of my investments Sell some of my investments Will wait and rake no action immediately will invest more

Step 4:

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

Never 1-3 years 3-5 years 5+years

Step 5:

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

Strongly Disagree with the Statement Disagree with the Satatement Agree with the Statement Strongly Agree with the Statement

Step 6:

How do react to the idea of investments?

I get stressed and avoid making financial decisions. I ask advice from or relatives. I seek professional advice. I am knowledgeable about investments and use my own expertise.

YOUR RISK PROFILE IS

Time Horizon (Years)

Risk

Moderate

SIP Amount (Rs.)

1,00,000

Asset Allocation
Overview
Projected Returns
Historical Returns
Portfolio

Projected Returns of our Recommended Portfolio for you

Projected growth of Rs. Monthly SIP 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. Monthly SIP in the last 10 years.

Recommended Portfolio (SIP Amount - Rs.)

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