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Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Holistic investment planners, financial planning Chennai, Private wealth management Chennai

Financial Planning chennai India, Private wealth management chennai India, Investment Advisory India, Systematic Investment Plan, Mutual Fund SIP, Mutual Fund ELSS, Tax Saving scheme

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Mutual Fund Calculator

MUTUAL FUND CALCULATOR

Mutual Fund Calculator: Introduction

The Mutual Fund Calculator will give you the investment value at maturity by calculating fund returns according to your investment horizon. You can adjust the variables of the calculator such as

  • SIP or lump sum mode of payment,
  • Your desired amount of investment,
  • Frequency of SIP,
  • The expected rate of returns, and
  • The duration of SIP.
Mutual Fund Calculator: Practical Illustrations

Example-1: Investment through SIP

Let’s say you want to invest Rs. 10,000 per month for 10 years and you are looking for a profitable investment vehicle.

Now, have a look at 2 major options of monthly investment: Mutual Fund SIP and FDs

Recurring Deposit (RD) will give you an average return of 7% (interest rate differs in banks) for 10 years duration.

After 10 years, your initial investment of Rs.10,000 per month in RD will build up your investment corpus to be Rs. 17,40,945.

Whereas with the same initial investment, Mutual Fund will give you the average return of 12%.

You can put all these values into the calculator. Your total investment amount after 10 years will be Rs. 12,00,000!

And, you will get the future value of the investment to be Rs.23,23,390

Example-2: Lumpsum Investment

If you choose to invest the one-time amount in Mutual Fund, it is possible through the Lump-sum option of payment. Let’s say you invest Rs. 3,50,000 as a lump-sum investment in a Mutual Fund for the duration of 5 years.
Your corpus after 5 years will be Rs.6,35,843 with an average return rate of 12%.

It’s your choice to invest in Mutual Funds through SIP or Lumpsum investment, depending on your financial goal.

We recommend you to start with SIP investment, instead of investing any fixed amount in Lumpsum. You should read this detailed article on SIP vs Lumpsum.

In the next example, we will discuss on how much you need to invest per month through SIP, to achieve your financial goal.

Example 3: Achieving your Financial goal

Let’s say you want to accumulate a corpus of Rs.7 crores for your daughter’s wedding. And, you still have 15 years with you to achieve this financial goal.

Take a 12% average return in your investment.

If you invest Rs. 1 Lacs per month, you will get the future value of your investment to be over Rs.5 crores. And, if you increase your SIP to 1.5 Lacs per month, you will find the future value of your investment to be way beyond Rs.7.5 crores.

Therefore, you have to invest Rs. 1.5 Lacs per month for 15 years to achieve this major financial goal.

So, decide on your financial goals and utilize this calculator for calculating your Mutual Fund returns.

For greater details on Mutual Funds, you should read this Comprehensive Guide on Mutual Fund Investment. Here you will learn everything you need to know about Mutual Funds, such as expected returns from Mutual Funds or how to choose a good Mutual Fund and much more.

To take our advice to create your customized Investment advice, you can register for our FREE complementary consultation call by clicking the link below:

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Jey S
Jey S
24. September, 2021.
I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
aksaswadkar
aksaswadkar
24. September, 2021.
I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.
Lionel Faber
Lionel Faber
16. September, 2021.
I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.
Sridhar
Sridhar
8. September, 2021.
Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.
Nitesh Agrawal
Nitesh Agrawal
6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
Swetha Vasanth
6. September, 2021.
This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.
Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
Srinvas Kannan
30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
Shivaram Andiappan Selvaraj
3. July, 2021.
I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.
Nellai B
Nellai B
26. June, 2021.
I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.
Google rating score: 4.4 of 5,
based on 61 reviews.

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