Systematic Investment Plan (SIP)

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 on the image to view the sample SIP valuation report of our Right Investor for a Rs 10,000 SIP at different time periods upto 50 years at an assumed growth rate of 12% per annum.

Goal SIP

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 on the image to view the sample valuation report of our Right Investor for a goal amount of Rs 1 Crore in 25 years at an assumed growth rate of 12% per annum.

Step Up SIP

Stepping up your SIP amount at regular intervals will have a much BIG impact on the portfolio value over a period of time. Ideally the SIP amount should be topped up on a yearly basis at a rate slightly better than the inflation plus tax rates. This will enable the investor to generate an inflation and tax efficient corpus tat the end of the period.

Click on the image to view the sample valuation report of our Right Investor for a Rs 10,000 SIP for a period of 50 years at an assumed growth rate of 12% per annum with a 10% top up every year

Goal Based Step Up SIP

Stepping up your SIP amount at regular intervals will have a much BIG impact on the portfolio value over a period of time. Ideally the SIP amount should be topped up on a yearly basis at a rate slightly better than the inflation plus tax rates. This will enable the investor to generate an inflation and tax efficient corpus tat the end of the period.

Click on the image to view the sample valuation report of our Right Investor for a Rs 10,000 SIP for a period of 50 years at an assumed growth rate of 12% per annum with a 10% top up every year