Dugar Financial Planner - Quick Invest Section

You may choose any of our readymade scheme basket for

" Quick Investments "

Select the profile most suitable to you

OR

Given below is the estimate of expected growth of investments under the risk profile "Low Risk"

Duration	SIP Amount (`)	Future Value (`) @8%
5 years	10000	9 Lakhs
8 years	10000	18.6 Lakhs
10 years	10000	27.9 Lakhs
12 years	10000	40.4 Lakhs
15 years	10000	67.7 Lakhs

Change the amount to be invested for the basket

OR

Given below is the estimate of expected growth of investments under the risk profile "Moderate Low"

Duration	SIP Amount (`)	Future Value (`) @10%
5 years	10000	8.2 Lakhs
8 years	10000	16.2 Lakhs
10 years	10000	23.2 Lakhs
12 years	10000	32.2 Lakhs
15 years	10000	50.5 Lakhs

Change the amount to be invested for the basket

OR

Given below is the estimate of expected growth of investments under the risk profile "Moderate"

Duration	SIP Amount (`)	Future Value (`) @12%
5 years	10000	8.2 Lakhs
8 years	10000	16.2 Lakhs
10 years	10000	23.2 Lakhs
12 years	10000	32.2 Lakhs
15 years	10000	50.5 Lakhs

Change the amount to be invested for the basket

OR

Given below is the estimate of expected growth of investments under the risk profile "Moderately High"

Duration	SIP Amount (`)	Future Value (`) @15%
5 years	10000	9 Lakhs
8 years	10000	18.6 Lakhs
10 years	10000	27.9 Lakhs
12 years	10000	40.4 Lakhs
15 years	10000	67.7 Lakhs

Change the amount to be invested for the basket

OR

Given below is the estimate of expected growth of investments under the risk profile "High"

Duration	SIP Amount (`)	Future Value (`) @20%
5 years	10000	10.3 Lakhs
8 years	10000	23.7 Lakhs
10 years	10000	38.2 Lakhs
12 years	10000	59.8 Lakhs
15 years	10000	1.1 Crores

Change the amount to be invested for the basket

Risk Profile	Investment Style
Low	Choose this category of investment basket if you want the lowest to no risk of your principal at any point of time. Generally such Risk Category is chosen when investor wants to invest for very short time or else the investor has no major goals, just savings is the objective.
Moderately Low	Choose this category of investment basket if you want moderately low risk on your principal at any point of time. Generally such Risk Category is chosen when investor wants to invest for the purpose of creating some investment kitty , like- savings for medical funds, partial savings for retirement and other short term savings not higher than 5 years.
Moderate	Choose this category of investment basket if you want just moderate risk exposure on your principal at any point of time. Generally such Risk Category is chosen when investor wants to invest for the purpose of regular Income from their invested funds, in terms of appreciation withdrawal or dividend income, like- investments made by retired people etc.
Moderately High	Choose this category of investment basket if you are OK with moderately high risk exposure on your principal at any point of time. Generally such Risk Category is chosen when investor wants to create some big wealth from the equity market and understands that after all volatility, there is a good expected appreciation over a period of time. Also, the investor here has enough time in hand to counter the temporary market risk in his/her investments, like : savings for child marriage, savings for own retirement etc.
High	Choose this category of investment basket if you are OK with high risk exposure on your principal at any point of time. Generally such Risk Category is chosen when investor wants to create some big wealth from the equity market with high risk reward ratio. Generally such investor who want to invest less but looking for higher returns to achieve their wealth goals, chose this category of investment baskets, like- crorepati plan etc.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.