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Proprietary SIP/STP/Asset Allocation Algorithm
PARAMETERS
Investor Risk Profile
Year of Birth
Sensex Current
If you have not completed Tax Saving under Sec 80 C for the current Financial Year, What is the balance left out of Rs.150,000?
What is your Monthly Family (both spouses) Income after all taxes deductions?
How much do you already have in Bank, Fixed Deposits, Liquid/Debt Mutual funds which have less risk, which are considered Safe Investments?
If your monthly income is not sufficient, how much do you want to withdraw every month from investments to meet your regular monthly expenses?
If you have any big expenses planned (Family Functions, Home, Car Purchase etc) in the next 5 years, how much do you need for these big expenses?
Please find below general recommendations, If you need and Specific Assistance, Please share your Mobile No, we will call you to discuss your specific needs
RECOMMENDATIONS
Maximum Monthly STP in ELSS
Maximum Monthly STP in Large Cap
Maximum Monthly STP in Large & Mid
Maximum Monthly STP in Mid Cap
Maximum Monthly STP in Small Cap
Maximum Monthly STP in Value Fund
Maximum Monthly STP in Multi Cap Fund
Maximum Monthly SIP in ELSS
Monthly SIP in Liquid funds
Maximum Monthly SIP in Large & Mid Cap fund
Maximum Monthly SIP in Large Cap
Maximum Monthly SIP in Mid Cap
Maximum Monthly SIP in Small Cap
Maximum Monthly SIP in Value Fund
Maximum Monthly SIP in Multi Cap Fund
Minimum Recommended Goal For Bucket 3
Maximum Recommended Current Asset Allocation in Bucket 3
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