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Build your Emergency Goal

You are years old now and your average monthly expenses are   .
You assume the inflation to be % and You would like to name this goal as

Assess Your Risk Tolerance

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

Step 1:

Describe your knowledge of investments:

Assess Your Risk Tolerance

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

Step 2:

When you invest your money, you are:

Assess Your Risk Tolerance

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

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?

Assess Your Risk Tolerance

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

Step 4:

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

Assess Your Risk Tolerance

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

Step 5:

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

Assess Your Risk Tolerance

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

Step 6:

How do you react to the idea of investments?

Future Value of Higher Education

0

Total Future Value

Existing Portfolio

If you wish to link any of the above schemes with this goal, then please check the relevant box/es as given alongside the scheme name.

Goal Summary

Your targeted Amount (Inflation adjusted 5% per annum)
Number of years you need to save
Monthly SIP investment required
Target Amount
SIP Amount
Total Months
Total Investment
Total Growth
Future Worth






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