Purohit Associates LLP

Investor Tools

Simple calculators for investor awareness.

These tools use assumed CAGR inputs to help investors understand how SIP, SWP, and lumpsum calculations work. They are for education only and are not projections or product suggestions.

SIP Calculator

Assumes each SIP installment is invested at the beginning of every month.

Invested AmountRs. 0
Estimated ValueRs. 0
Estimated GrowthRs. 0

Formula: monthly rate = (1 + CAGR)1/12 - 1.

Lumpsum Calculator

Shows annual CAGR compounding for a one-time investment amount.

Invested AmountRs. 0
Estimated ValueRs. 0
Estimated GrowthRs. 0

Formula: future value = amount x (1 + CAGR)years.

SWP Calculator

Assumes monthly growth first, followed by withdrawal at the end of each month.

Total WithdrawnRs. 0
Remaining CorpusRs. 0
Status-

If withdrawals exceed the available corpus, the tool shows the month in which the corpus is depleted.

These calculators are for investor awareness and education only. Actual mutual fund returns are market-linked and may vary. Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

Risk Profiling

Investor risk capacity questionnaire.

Answer the following questions to calculate an indicative risk capacity band. This form is intended for investor awareness and suitability discussion support only.

1. What is your current age?
2. When do you expect to start drawing income?
3. What is your goal for this investment?
4. Assuming normal market conditions, what would you expect from this investment over time?
5. Suppose the stock market performs unusually poorly over the next decade. What would you expect from this investment?
6. Which statement best describes your attitude about the next three years' performance of this investment?
7. Which statement best describes your attitude about the next three months' performance of this investment?
8. How many financially dependent individuals are there in the family?
9. How much is the family dependent on you?
Risk Capacity Answer all questions to calculate a score.

The result will appear here after calculation.

Important Links

Useful investor utility links.

KYC Validity Checker

Check KYC status through CVL KRA.

CAMS - CAS Report

Access consolidated account statement services.

AMFI Website

Visit AMFI for mutual fund industry information.