Mutual Fund Tool

1. What is your primary investment objective? Select Capital Protection Regular Income Tax Saving (ELSS) Long-Term Wealth Creation Retirement Planning (10+ Years) 2. What is your investment time horizon? Select Less than 1 year 1 – 3 years 3 – 5 years 5 – 10 years More than 10 years 3. If your investment falls by 20%, what will you do? Select Withdraw immediately Hold and wait Invest more 4. What maximum temporary decline can you tolerate? Select Up to 5% 10–15% 25% or more 5. How stable is your income? Select Unstable / Variable Stable Highly Stable 6. Liquidity requirement? Select May need money anytime Locked for 3 years acceptable Long-term lock acceptable 7. Do you have an emergency fund? Select No emergency buffer 3 months expenses 6+ months expenses Proceed

Please Enter Your Contact Details