Wedding Plan Goal

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 1:

Describe your knowledge of investment:

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 return of more then 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 react to the idea of investments?

Wedding

Existing Portfolio

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Goal Summary

Your targeted Amount (Inflation adjusted 5% per annum)
Number of years you need to save
Monthly SIP investment required

Wedding

Total Investment
Months
Dhanartha Finserve LLP
Future Worth

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