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Assets & Investment Management Calculator
Your Name:
1. Personal Information
What is your age?
Below 25
25-35
35-45
45-60
Above 60
What is your monthly income?
Below ₹50,000
₹50,000 – ₹1,00,000
₹1,00,000 – ₹2,00,000
Above ₹2,00,000
2. Financial Strength
Current Savings & Assets (INR):
Above ₹10,00,000
₹5,00,000 – ₹10,00,000
₹1,00,000 – ₹5,00,000
Below ₹1,00,000
Current Liabilities (Loans, Debt):
None
Below ₹1,00,000
₹1,00,000 – ₹5,00,000
Above ₹5,00,000
3. Investment Profile
What is your risk appetite?
High
Medium
Low
What is your investment goal?
Long-term (10+ years)
Medium-term (5-10 years)
Short-term (0-5 years)
Generate Investment Report
Download Report as PDF
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