Begin your journey in increments!
Whether you have 1 or 1,000,000,000, wealth management should be a priority
Types of Portfolios
Invest for at least 3 years with a minimum of Rs. 500. Mutual fund holders may avail up to Rs. 1,50,000 deduction under section 80C of the Income Tax Act, 1961.
Save tax, create wealth
Invest for at least 10 years to accumulate a corpus of 5cr for retirement at 60. For a 40-year-old, a monthly SIP of 55,000 is required to achieve this goal, while a
45-year-old would need 1,05,000 SIP.
Celebrate the life you earned
Making your child’s world better
Invest for 8-10 yrs for your child's education. Consider double-digit inflation in education cost. E.g. An MBA costing 20L now, will cost 50L in 10yrs with 10% inflation. Mutual funds aid in selecting asset mix for your goal.
There’s always something coming in a few months that will cost money. So be prepared!
Skip fretting over unexpected expenses and start an emergency fund. Save 6-12 months of living expenses for contingency. Mutual funds help you prepare and save for the unknown.
Get Out and Live!!!
Goal-based investing targets specific life goals, such as purchasing a car, building a dream home, or planning a vacation. With appropriate investments, you can achieve these aspirations without cutting corners. SIP is an ideal tool to meet your financial goals.