Plan your investments before you invest.
Illustrative tools to help you think through your numbers. These are starting points for a conversation, not a substitute for one.
Illustrative calculation only. Actual investment outcomes may vary based on market performance and other factors.
Illustrative calculation only. Actual investment outcomes may vary based on market performance and other factors. Step-up is applied annually to the monthly contribution.
Illustrative calculation only. Actual investment outcomes may vary based on market performance and other factors.
Portfolio Balance Over Time
Each year, the client may withdraw 8% of that year's balance — original capital plus accumulated returns to date. That 8% is divided by 12 for the monthly SWP amount, and recalculates at the start of every year as the balance changes. Figures above show Year 1; later years' withdrawal amounts shift with the balance — see the chart for the full trajectory. Illustrative calculation only.
Starting SIP by Step-Up Scenario
Yearly SIP & AUM Projection
| Age | Monthly SIP | AUM (Year End) |
|---|
Illustrative calculation only. Actual investment outcomes may vary based on market performance and other factors.
Illustrative calculation only. Actual investment outcomes may vary based on market performance and other factors.
Illustrative calculation only. Actual investment outcomes may vary based on market performance and other factors.
Numbers are a starting point, not the whole plan.
Talk to our team to turn an estimate into a strategy.