Home Goal | TurtlePi

1

Step 1

2

Step 2

3

Step 3

Portfolio for Purchase of a House

Target Name ^*

Risk Questionnaire ^* Check Risk Questionnaire

Suggested Portfolio ^*

Number of Years To Reach The Target ^*

0

50

Years to Accumulation ^*

0

50

Return on Portfolio^*

0

100

Present Cost of the Target ^*

0

50000000

Percentage Funded by Loan ^*

0

100

Lump Sum ^*

0

50000000

Expected Return - Holding Period ^*

0

100

Inflation Rate ^*

0

100

Holding Period - Conservative Portfolio

Portfolio for Purchase of a House

Map current assets to the Target

(If you wish to map any of your existing assets to this target, then you can choose from the following options. If not, press Next.)

Pick your existing investments

FD
Equity
Real Estate
PPF
RD
GOLD
NPS - balanced
NPS-Conservative
NPS - Aggressive

Total Future value of all assets mapped

Corpus for Home

Parameter	Value

Investment Details
Total SIP
Total Lumpsum
Total Investment Amount
Estimated Returns
Total Accumulation

Asset Allocation

Type	Allocation	SIP	LUMPSUM

Age

1. What is your age

<30
31-35
36-40
41-45
46-50
51-55
60>

Risk Capacity

2. Which describes your household

Dual income, no dependents
Single income, no dependents
Dual income, at least one dependents
Single income, at least one dependent
No Regular income

3. How are your current and future income sources are:

Stable & Growing
Stable & Similar
Somewhat Stable
Unstable
Very Unstable

4. How much percentage of your income u have been saving in any instrument (FD/PPF/NPS/MF/Stocks)

More then 30%
20-30%
10-20%
5-10%
I Don't save

5. How much percentage of your income(House hold income) u have been paying for EMI or Loan ?

0-10%
10-20%
20-30%
30-40%
40%>

Risk Tolerence

6. Which investment products you have invested so far

Fixed Deposits|PPF|EPF| Post office
Never invested
Life insurance - Endowment policies
Mutual Funds
Stocks

7. If you have invested INR 1 Cr for long term wealth creation and in 3 months portfolio falls by INR 10L what would you do? Risk perception

Treat it as opprotunity to buy low and Invest more in the portfolio
Hold the portfolio as it is long term
Hold the portfolio and sell after recovery
Sell part of portfolio and reduce exposure to future falls
Sell total portfolio and book loss to avoid further falls

Insurance

8. How much Life insurance you have ?

More then 10 times of annual salary
5 to 10 Times of annual salary
2-5 times of annual salary
Below 2 times of annual salary
None

9. Are you and your dependents adequetly covered by Health insurance

Adequetly covered
Covered but not sure of if it enough
Not covered

Asset Type	Allocation %

Portfolio Details

Portfolio Historical Performance
	Rolling Period	No of Observations	Mean Rolling Return	Standard Deviation of Rolling Return	Minimum Rolling Return	Maximum Rolling Return	Annualised Daily Returns	Annualised Daily Standard Deviation