Invest for your every goal
We make it really simple for you, and we’re with you every step of the way. Simply choose your goal to get started.
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Get my first crore
Start building your first crore
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Save Taxes
Save upto 76,980 under 80C
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Save for emergencies
Invest to use for a rainy day
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Achieve lifestyle goals Coming Soon
Plan for every life event
I want to start investing for maximimum returns Coming Soon
If you have no specific goal in mind, we can guide you on where to invest your corpus
Select a lifestyle goal
Plan
What is your name?
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Years
You retire at 40
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What are your current monthly expenses?
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How much do you want to invest right now?
The amount can be ₹0
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You haven’t taken your risk assessment test yet!
Your risk profile helps us suggest the best schemes and plans for you
Your risk assessment is complete
Below is your risk profile based on the test taken
5/10
Score
Investor
Based on your risk profile, asset allocation for you can range from 30% in Equity and 70% in Debt.
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Help us know you better!
It will help us personalise your portfolio recommendation
Do you provide for others?
The market is down, and so is your portfolio. What do you do?
When you invest, you look for?
Do you have outstanding credit or loan payments?
What is your principle for investing?
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Your recommended plan
Change the distribution share and replace the scheme where required
Total Lumpsum Amount
₹
Total Monthly SIP Amount
₹/month
Plan
Recommended Monthly SIP Amount
₹4,000/month
You can acheive your corpus of ₹* in years with a monthly SIP of ₹4,000.
*This is the inflation-adjusted estimate.
*This is based on an yearly inflation rate and your life expectancy.
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X
Inflation Rate
How many years do you want to plan for post retirement?
Tenure
You can edit this plan below
₹
Initial Investment
Years
Goal Tenure
₹
Monthly Expenses
₹
Target Amount
Ideal case returns
₹
We use historical returns of the last 5 Years for our estimates
Your Personalised Retirement Plan
Recommended plan for you
For a long term allocation like retirement, we suggest a balance of equity and debt in you portfolio. We have chosen the following schemes for you.
30% Debt
70% Equity
Recommended Portfolio
Modify Portfolio
SBI Bluechip Fund
EQUITY
Low Risk
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Returns
12.5% Regular-Growth
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Allocation
25%
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Monthly SIP Amount
₹2,000
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Lumpsum Amount
₹25,000
SBI Savings Fund
EQUITY
Moderately Low Risk
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Returns
12.5% Regular-Growth
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Allocation
25%
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Monthly SIP Amount
₹2,000
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Lumpsum Amount
₹25,000
SBI Dynamic Bond Fund
EQUITY
Moderately Risk
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Returns
12.5% Regular-Growth
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Allocation
25%
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Monthly SIP Amount
₹2,000
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Lumpsum Amount
₹25,000
SBI Gold Fund
EQUITY
Moderately Risk
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Returns
12.5% Regular-Growth
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Allocation
25%
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Monthly SIP Amount
₹2,000
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Lumpsum Amount
₹25,000
Enter your details
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