Retirement Planning Services for a Secure Financial Future
Planning for retirement involves understanding your future financial needs and long-term retirement goals. Hexo Wealth Associates LLP, an AMFI-registered Mutual Fund Distributor, offers Retirement Planning Services in Thane, helping investors evaluate suitable mutual fund investment options based on their retirement goals, investment horizon, financial circumstances, and risk profile.
SIP Calculator: Estimate Your Mutual Fund Investment Journey
A long-term investment journey rarely moves in a perfectly straight line.
You may already have a mutual fund portfolio today. Your monthly SIP may increase as your income grows. You may receive a lumpsum amount a few years later and decide to invest it. And somewhere along the journey, you may also need to withdraw money for your child’s education, a home, marriage or another important financial goal. That is why the Hexo Wealth SIP Calculator goes beyond simply estimating the future value of one fixed monthly SIP. It allows you to consider your current portfolio value, monthly SIP, yearly Step-Up SIP, additional lumpsum investments and future withdrawals within the same calculation. Your future withdrawals can also be adjusted for inflation based on the assumptions you enter. By entering your investment tenure and Expected Returns (p.a.), you can see an illustrative year-by-year picture of how the portfolio could move under the assumptions selected. The result is an estimate, not a prediction or assurance of future mutual fund returns.
Why a SIP Calculator Is Useful Before Investing
Investing through a SIP is not only about deciding how much to invest every month.
It is also useful to understand how your investment amount, tenure, additional investments, withdrawals and return assumptions may interact over a longer period. A SIP Calculator can help you explore questions such as:- How could my SIP build over 10, 20 or 30 years?
- What difference could increasing my SIP every year make?
- What happens if I add a lumpsum investment in a future year?
- How could a large withdrawal for an important goal affect the portfolio afterwards?
- How does changing the investment tenure or Expected Returns (p.a.) change the illustration?
Hexo Wealth
SIP Calculator
AMFI Registered Mutual Fund Distributor | ARN-353817
Hexo Wealth Tools
Plan your SIP estimate
Choose how your SIP should rise every year.
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Lumpsum investments (optional)
Enable lumpsum investments
Total Lumpsum Invested: ₹ 0
Disclaimer: Lumpsum investments are assumed at the start of the selected year.
Withdrawals (optional)
Enable withdrawals
Total Withdrawals (inflation-adjusted): ₹ 0
Disclaimer: Withdrawals are assumed at the start of the selected year.
SIP Summary
Starting Monthly SIP
₹ 0
Total Lumpsum Invested
₹ 0
Total Withdrawal
₹ 0
Final Portfolio Value
₹ 0
Net Invested
₹ 0
Current Value + Total SIP + Lumpsum − Withdrawals
Estimated Gain
₹ 0
Final Value − Net Invested
Planning to build wealth through SIPs?
Connect with Hexo Wealth to understand how this SIP estimate can help you stay consistent with your long-term goals and investment journey.
Disclaimer: This tool provides indicative estimates for information purposes only. It does not constitute financial advice. Returns are assumed to be constant and investments/withdrawals are assumed at the start of the selected year. Actual market returns and portfolio behavior can differ.
Portfolio value over time (Year-end)
Portfolio Value
Year-wise Schedule
| Year | Monthly SIP | Opening Portfolio | Lumpsum Investment | Withdrawals | Ending Portfolio |
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