Corpus for Retirement sip and also swp along with it - ver 1

Your Financial Freedom Plan

A comprehensive roadmap for every stage of life.

1. Your Starting Point & Goals

Initial Equity Corpus (₹)

Initial Debt Corpus (₹)

Goal Name:

Target Amount (₹):

Years to Goal:

2. Your Investment Strategy

Define your portfolio allocation and fund expectations.

Portfolio-level Allocation

Equity Allocation (%)

Debt Allocation (%)

Debt Fund Assumptions

Expected Return (%)

Volatility (Std Dev %)

Equity Fund Allocation

Equity Fund 1 (Higher Growth)

Allocation (%)

Expected Return (%)

Volatility (Std Dev %)

Equity Fund 2 (Lower Growth)

Allocation (%)

Expected Return (%)

Volatility (Std Dev %)

3. Your Plan & Assumptions

Your Total Monthly SIP (₹):

Total Investment Period (Years):

Annual SIP Step-up (%):

Systematic Transfer Plan (STP)

Monthly STP Amount (₹):

STP Start Year:

STP Target Fund: Equity Fund 1 Equity Fund 2

Fund Switch (From Eq 2 to Eq 1)

Switch Entire Corpus in Year:

Add Lump Sum Investments

Lump Sum Amount (₹)

In Year:

4. Economic Assumptions

Annual Expense Inflation (%):

1. Your Retirement Portfolio

Model your corpus' longevity with a **Debt-First Withdrawal Strategy**.

Equity Corpus

Initial Amount (₹)

Expected Return (%)

Volatility (Std Dev %)

Debt Corpus

Initial Amount (₹)

Expected Return (%)

Volatility (Std Dev %)

2. Your Plan & Assumptions

Annual Withdrawal Rate (%):

Corpus Longevity (Years to Plan):

Initial Debt Withdrawal Period (Years):

Annual Withdrawal Inflation (%):

Your Personalized Roadmap

Total Corpus Needed (Today's Value)

₹0

Total Investment Period (Years)

0

Inflation-Adjusted Target Corpus

₹0

Monte Carlo Simulation Results

...

This is the probability that your portfolio will reach or exceed your target.

Probable Range of Outcomes at Your Goal Year:

There is a **95%** chance your corpus will be at least:
There is a **75%** chance your corpus will be at least:
The most likely outcome (50%) is a corpus of:
There is a **25%** chance your corpus will be at least:
There is a **10%** chance your corpus will be at least:

Corpus Longevity Test

...

This is the probability that your corpus will not run out during the planned period.

Starting Corpus

₹0

Initial Annual Withdrawal

₹0

Final Corpus (Median Outcome)

₹0

Projected Final Corpus (Range):

In a **worst-case (5%)** scenario, your corpus will run out in: years
In a **worst-case (25%)** scenario, your corpus will run out in: years
In a **likely (50%)** scenario, your corpus will last at least: years
In a **best-case (75%)** scenario, your corpus will last at least: years
In a **best-case (90%)** scenario, your corpus will last at least: years

This video provides an excellent guide on how to build a basic compound interest calculator using JavaScript, which can help you understand the core logic behind the calculations in our own advanced tool. [Build a JS compound interest calculator](https://www.youtube.com/watch?v=pq_FYp2JSLI)

http://googleusercontent.com/youtube_content/22