Tool
Portfolio Builder
Set your income, savings rate, and comfort with risk to get a sample allocation across equity, debt, and cash, with the reasoning shown for every slice.
Portfolio Builder
Create your personalized investment portfolio based on your income, savings, and risk appetite. Get recommended asset allocation across stocks, mutual funds, gold, fixed deposits, and more.
Enter your financial details and let us build a portfolio tailored to your goals and risk tolerance.
Your Financial Details
Total take-home salary or business income
Employee Provident Fund or similar retirement savings
Freelance, rent, dividends, etc.
Optional: For net savings calculation
Helps in suggesting asset mix (100 - age rule)
Balanced: Balance growth and safety
Recommended: 20-30% of total income
Number of years to project portfolio growth (e.g., 15, 20 years)
Total Monthly Income
₹75,000
Recommended Monthly Investment
₹18,750
Summary
Portfolio Builder
Create personalized investment portfolio based on your financial situation
Risk-Based Allocation
Low, Moderate, or High risk determines your asset mix
Diversification
Spread investments across stocks, gold, debt, cash, and others
Long-Term Focus
Stay consistent with monthly investments for best results
Remember: A well-diversified portfolio tailored to your risk tolerance and goals is the foundation of successful investing.