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Wealth Accumulation Calculator

Investment period in years
Year(s)
1
10
18
27
35
Investment Amount
Value of Existing Investment
My Investment Strategy
Input expected return rate
1
13
26
38
50
Monthly Investment ₹ 5,000 for 10 year(s)
Existing Investment ₹ 1,000
Rate of Returns 6 %
Maturity Value
₹ 8,25,285

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- What is the Wealth Calculator? -

The Wealth Calculator is aimed at making your financial planning easy. It provides valuable insight into how your investments could grow under specific circumstances. This allows you to best analyse the use of your funds.

The Wealth Calculator is highly configurable, so you can adjust key assumptions, such as the expected return, frequency of investments and time horizon, to see how your returns would vary under different circumstances.

- How to use the Wealth Calculator? -
  • Fill out the required details like the investment time frame, expected return percentage, lump sum amount, if any, etc.
  • Make sure you are choosing the details in accordance with how frequently you can invest each time
  • Calculate and start your financial planning journey!

Disclaimer:

These financial calculators are provided solely for informational and educational purposes. The results generated are hypothetical and based on user-input assumptions. They do not constitute investment advice, financial planning, or a recommendation to buy, sell, or hold any security or financial product.

Users are advised to consult with a qualified financial advisor or tax professional before making any investment decisions. JM Financial Services Limited (JMFS) makes no representations or warranties regarding the accuracy, completeness, or applicability of the calculator outputs to individual financial circumstances.

Past performance is not indicative of future results. JMFS, its affiliates/associates and any of its directors, officers, employees and any other persons associated with this shall not be liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary, consequential, market fluctuations, tax implications, or changes in regulatory frameworks, as also any loss of profit or damages in any way arising from reliance on the calculator results.

Use of these tools implies acceptance of this disclaimer and acknowledgment that all investment decisions are made at the user's own risk.

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