Financial Freedom Calculator

Our Financial Freedom Calculator helps you find out if your present expenses are in-line with your retirement corpus requirement.

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Monthly SIP Amount

You know your goal and want to calculate monthly amount required to achieve that goal.

Corpus Amount

You know amount you wish to invest every month and want to calculate corpus amount.

SIP

SIP (Systematic Investment Plan) is a process of disciplined investment of a certain amount on a pre-decided date in a specific mutual fund scheme, regularly.

SWP will start at the age of

The percentage return on investments expected to be earned during investment period.

SWP will continue till the age of

Step Up SIP is a facility wherein an investor who has enrolled for SIP, has an option to increase the amount of the SIP Installment by a fixed amount at pre-defined intervals. Thus, this facility enhances the flexibility of the investor to invest higher amounts during the tenure of the SIP.


Gender:
Male

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LIFE EXPECTANCY

  • Number of years person expects to live. Average life expectancy in India rising and it is currently at 70 years.

PRESENT CORPUS

  • Present value of corpus that has been specifically created for retirement purpose.

INFLATION

  • The rate at which the general level of prices for goods and services is rising. 7.5% is historical average for inflation rate in India.The inflation rate has to be chosen keeping in mind increase in level of lifestyle as well. Choosing a very low inflation rate may lead to under preparedness for retirement.

POST-RETIREMENT RETURN

  • Investment post retirement should be a bit conservative in nature to minimize volatility while it should also ensure the returns ensure sustenance for the long period of retirement

Satish Shah ( 40  YEARS  )

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  • RESULT
  • CHARTS

With present monthly expenses of ₹ 1,000,000 and present corpus of ₹1

You require Corpus of

₹ 20,815

Shortfall for Corpus is

₹ 20,815

Your Excess Corpus at the End of Withdrawal Period will be

₹ 20,815

Present Age 60 years
Life Expectancy 85 years
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Your monthly expenses will keep increasing as you navigate through retirement period. Try changing inflation rate to see its impact on expenses.

UTI Multi Asset Fund

NAV ₹ 33.1209
Return:
1 year: ^-1.02%
5 year: ^7.18%%
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Disclaimer

Calculators and financial tools are designed to assist you in determining the appropriate amount. These calculators alone are not sufficient and should not be used for the development or implementation of of an investment strategy. There is no warranty about the accuracy of the calculators / reckoners. The examples do not purport to represent the performance of any security or investments. The recipient is advised to consult his or her advisor / tax consultant prior to arriving at any investment decision.