Investment Planning

Build a personalized investment portfolio based on your risk profile

Risk Profile Assessment

Conservative

6-8%

Low risk, steady returns

Risk Level2/10

Balanced

8-12%

Moderate risk, balanced growth

Risk Level5/10

Aggressive

12-18%

High risk, high potential returns

Risk Level8/10

Investment Calculator

Investment Amount: ₹50,000

Investment Period: 10 years

Invested Amount

₹50,000

Expected Value

₹129,687

Total Gains

₹79,687

Expected Return

8-12%

Recommended Allocation

Equity

50%

Debt

40%

Gold

10%

Growth Projection

Recommended Investments

Large Cap Equity Fund

Mutual Fund

Medium

Invest in top 100 companies by market cap

Expected Returns12.5%

Min Investment₹500

Corporate Bond Fund

Debt Fund

Low

High-grade corporate bonds

Expected Returns7.2%

Min Investment₹1000

Gold ETF

ETF

Medium

Track gold prices digitally

Expected Returns8.5%

Min Investment₹100

Small Cap Fund

Mutual Fund

High

High growth potential small companies

Expected Returns15.8%

Min Investment₹500

Government Securities

Debt Fund

Very Low

Government-backed securities

Expected Returns6.8%

Min Investment₹1000

ELSS Tax Saver

Tax Saver

Medium

Tax benefits under 80C

Expected Returns13.2%

Min Investment₹500