Jacob Anthony

Age: 30ModerateTime Horizon: 10 yearsCreated: 27 Jan 2026

Client Bio Details

Full Name

Jacob Anthony

Age

30

Phone Number

N/A

Risk Profile

Moderate

Time Horizon

10 years

Created Date

27 Jan 2026

Goals

Wealth Accumulation

Others

Target Amount:

₹1.0 Cr

Time Horizon:

10 years

Inflation Rate:

5%

Monthly Income:

₹1 L

Plans & Recommendations

Recommendation

Recommendation

SIP Amount:₹25,000

Number of Funds:4

Risk Alignment:Moderate

Created:27 Jan 2026

Updated:27 Jan 2026