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Wealth Creation Calculator

I amyears old. I want to build a corpus by the age of. I have already saved. I expectrate of return and an inflation rate of

retirement

Overview

Creating wealth provides financial security, opens doors to new opportunities, and empowers you to live the life you want on your own terms. Maximize your wealth potential and make your money work for you even while you sleep with a goal-oriented investment approach.

How can inflation affect your future?

This Year 120 Years 20
5 Years
This Year20 Years

Today ₹ 111.3

In 5 Years₹ 142.1

Petrol

Today ₹ 7,500

In 5 Years₹ 9,572

Medicine

Today ₹ 23,250

In 5 Years₹ 29,674

House rent

Today ₹ 8,700

In 5 Years₹ 11,104

Food & Grocery

Today ₹ 3,750

In 5 Years₹ 4,786

Utility/Electricity

Today ₹ 5,270

In 5 Years₹ 6,726

Entertainment
Disclaimer: The above simulation, and inflation rate offer
Petrol price above has been taken from Mumbai, source: https://economictimes.indiatimes.com/wealth/fuel-price/petrol....Read more

Benefits of Investing in Shriram Mutual Funds for Wealth Creation

Capital appreciation

Capital appreciation

Mutual funds offer you the potential for significant capital growth and investments in equities and high-potential assets can yield you substantial returns.

Diversification and risk mitigation

Diversification and risk mitigation

Funds spread your investment across various asset classes and sectors, thereby reducing your risk through diversification and minimizing the impact of market fluctuations.

Professional fund management

Professional fund management

Mutual funds are managed by professionals who leverage their expertise and research to make informed investment decisions, thereby optimizing your returns and managing risks.

Flexibility and liquidity

Flexibility and liquidity

You can choose between lump sum or systematic investments. Liquidity allows you to withdraw funds when needed, offering you financial flexibility.

Tax efficiency

Tax efficiency

ELSS mutual funds offer you tax benefits under Section 80C. This offers you the potential for capital gains through long-term investments.

Who Should Invest in Shriram Mutual Funds for Wealth Creation?

  • Individuals who aspire to build substantial wealth over time.
  • Individuals with specific financial milestones or dreams.
  • Individuals willing to invest with long-term growth.
  • Investors who are comfortable with market fluctuations and volatility and willing to take calculated risks.
  • Individuals aiming for financial security and independence.
  • Individuals aspiring to achieve life goals and retire comfortably
Who Should Investin MutualFund for Retirement big size

Roadmap for Wealth Creation with Shriram Mutual Fund

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Identify your financial goals

  • Short-term and long-term financial objectives
  • Specific goals like retirement, education and buying a dream home

Decide on your investment horizon

  • Short-term (1-3 years)
  • Medium-term (3-4 years)
  • Long-term (5+ years)
  • Ensure that your investments are aligned with the time needed to attain your goals.

Choose mutual funds based on your risk tolerance and investment goals

  • Low risk for short-term, higher risk for long-term
  • Diversify among equity, debt and hybrid funds

Decide on the amount of investment and frequency of investment

  • Set a budget; start with what you can afford
  • Choose between Systematic Investment Plans (SIPs) or lump sum investment

Monitor and review your investments regularly

  • Track performance and returns regularly
  • Reassess investment strategy when required

Achieve your wealth creation goals

  • Stay disciplined and focused on your goals
  • Increase investments over time as income grows

How to Invest in Shriram Mutual Funds for Wealth Creation?

Invest Online Mutual
  • Step 01

    Use our wealth creation calculator to find out investment.

  • Step 02

    Register and create a folio by completing KYC verification and bank account authentication.

  • Step 03

    Select the mutual fund you wish to invest in.

  • Step 04

    Choose SIP or lump sum and make the payment.

  • Step 05

    Receive a confirmation of your investment.

Frequently Asked Questions

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What is the process of wealth creation through mutual fund investments?

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What are the important considerations for wealth creation through mutual funds?

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What is the role of Systematic Investment Plans (SIPs) in wealth creation?

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How can a wealth creation calculator assist in planning investments?

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What is the time horizon for creating wealth with mutual funds?

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What are the risks involved in investing in mutual funds for wealth creation?

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