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Save Taxes
i. Surcharge on income above 50 lakhs is not considered for above computation.
ii. Individuals having total income not exceeding Rs. 500,000 can avail rebate of lower of actual tax liability or Rs. 12,500.
iii. In case of a resident individual of the age of 60 years or above but below 80 years, the basic exemption limit is Rs.300,000.
iv. In case of a resident individual of age of 80 years or above, the basic exemption limit is Rs 500,000.
v. Health and Education cess @ 4% on aggregate of base tax and surcharge
vi. The above computation is basis the old Personal tax regime.
vii. Income tax benefits to the mutual fund and unit holders will be based on prevailing tax laws
viii. The information mentioned above is for general information and understanding purposes only and should not be construed as legal/tax /investment advice in any manner. Investors should consult their own tax consultant / financial advisor to understand specific tax implications arising out of their investment in Equity Linked Savings Schemes (ELSS). ELSS or tax saving mutual fund schemes help investors ( Individuals / HUF) save tax under Section 80C of the Income Tax Act, 1961. Investments in ELSS are subject to a lock-in period of 3 years and qualify for a tax deduction of upto Rs 1.5 lakh.
Save upto 46,800 under 80C
Save for emergencies
Invest to use for a rainy day
Achieve lifestyle goals Coming Soon
Plan for every life event
I want to start investing for maximum returns Coming Soon
If you have no specific goal in mind, we can guide you on where to invest your corpus
You retire at 40
The amount can be ₹0
Your risk profile helps us suggest the best schemes and plans for you
Below is your risk profile based on the test taken
5/10
Score
Based on your risk profile, asset allocation for you can range from 30% in Equity and 70% in Debt.
It will help us personalise your portfolio recommendation
Change the distribution share and replace the scheme where required
Total Lumpsum Amount
₹
Total Monthly SIP Amount
₹/month
You can edit this plan below
Initial Investment
Goal Tenure
Monthly Expenses
Target Amount
Ideal case returns
₹
We use historical returns of the last 5 Years for our estimates
For a long term allocation like retirement, we suggest a balance of equity and debt in you portfolio. We have chosen the following schemes for you.
30% Debt
70% Equity
Recommended Portfolio
Modify Portfolio
SBI Bluechip Fund
EQUITY
Low Risk
Returns
12.5% Regular-Growth
Allocation
25%
Monthly SIP Amount
₹2,000
Lumpsum Amount
₹25,000
SBI Savings Fund
EQUITY
Moderately Low Risk
Returns
12.5% Regular-Growth
Allocation
25%
Monthly SIP Amount
₹2,000
Lumpsum Amount
₹25,000
SBI Dynamic Bond Fund
EQUITY
Moderately Risk
Returns
12.5% Regular-Growth
Allocation
25%
Monthly SIP Amount
₹2,000
Lumpsum Amount
₹25,000
SBI Gold Fund
EQUITY
Moderately Risk
Returns
12.5% Regular-Growth
Allocation
25%
Monthly SIP Amount
₹2,000
Lumpsum Amount
₹25,000
We will email the details of this tax saving plan to the email registered below
Full Name
Email ID
Check your email for the details of the plan
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