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Total value of mutual funds, stocks, etc.
FDs, savings accounts, PPF, etc.
Total monthly SIP amount across all funds
No step-up configured for current SIPClick "Enable Step-up" to add annual increases
Current annual returns (XIRR) for the investment plan
Recommended monthly investment amount
Annual increase in SIP amount
Number of years for step-up increases (1 to 10 years)
Additional yearly investment amount
Using default lumpsum duration:All Years Selected
Expected annual returns (XIRR) for the investment plan
Note: Total SIP amount from holdings (₹0) doesn't match your current SIP (₹5,000)
Note: Total current value (₹0) doesn't match your current lump sum (₹200,000)
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No critical issues identified
Consider 10-20% international allocation for geographic diversification.
33.3% in FDs is conservative. Consider gradual equity increase.
₹5,000 monthly SIP shows good investment discipline.
66.7% equity allocation balances growth with risk.
₹3.0L portfolio shows commitment to wealth building.
Customize your asset allocation based on your risk profile and investment goals.
The Restructure: We will restructure your current holdings into your new growth-oriented portfolio over the next few months.
The Step-Up: Commit to a 10% annual increase on your new ₹8,000 SIP. This is your compounding engine.
The Execution: We will help you finalize funds and execute the first SIP next month.
This note will be included in your personalized investment plan