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Dream Home

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Dream Home

You are planning to buy your Dream House years.

The cost of this House would be around   in today's value.

You assume the inflation to be % and You would like to name this goal as

You can take risk with your investments.

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?

Goal Summary

Your Targeted Amount
(in today's value)

Future value of your Dream Home
(adjusting for % inflation)

Number of Years
You Need To Save

Monthly SIP Investment
Required

Are you an existing client?

If yes, please click here and map your existing investments to this goal

No, I do not have investments with you

Take me to the plan without mapping any
existing investments

Future value of your Dream Home
(adjusting for % inflation)

0

Total Future Value
(Scheme Selected 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
Investment Type
SIP
Risk Tolerance
Time Horizon
Target Amount
SIP Amount
Objective
Low Risk, Stable Return
This is a conservative portfolio meant to minimize the risk of losing principal by managing the asset allocation as 40% in equity funds and remaining 60% in hybrid funds. Those experienced as well as novice investors who want to play safe by taking low risk are an ideal suit for this.
Our Features
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Total Amount