SIP Valuation Report

SIP is a disciplined investment methodology to accumulate long term wealth for an investor. A detailed sample valuation report created with an assumption that an investor makes a monthly SIP of Rs 10000 at an instrument generating a 12% CAGR. Even though the report shows valuation at the end of every year, in reality this will be different as the investment returns on equity will not be a linear one. Investors are required to have a detailed discussion and understanding of the risks involved in such investments.

Click here to download a sample report. Connect us for a similar customized report for your investment.

Goal SIP Report

Starting SIP with a predetermined goal amount in target is a much easier and comfortable way of doing a financial planning. This discipline will help the investors to plan their future commitments in a easier way. We have made a sample Goal SIP report for a Goal amount of Rs 1 Crore in a period of 25 years. This has been made with an assumption of a 12% CAGR on the sip investment made by the investors

Click here to download a sample report. Connect us for a similar customized report for your investment.