AMETRA FINANCIAL PLANNING

Plan Your Retirement

Understand how much you may need for retirement and what you can do today to work towards it.

Tell us about your plan

Current Age
40 years
2565
Retirement Age
60 years
4175
Life Expectancy
85 years
61100
Current Monthly Expenses
₹2,00,000
₹25,000₹10,00,000
Existing Retirement Corpus
₹50,00,000
₹0₹10,00,00,000

Planning assumptions

Inflation
6%
3%10%
Annual Investment Step-Up
10%
0%20%
Risk Profile
YOUR RETIREMENT GOAL
₹11,62,03,019
Estimated corpus required at age 60
Your Action Plan
STARTING CORPUS
₹50,00,000
+
INVEST EVERY MONTH
₹28,861
with 10% annual step-up
Projected corpus at retirement ₹11,62,03,019
YOUR AMETRA PLAN
Start with Ametra
₹50,00,000
Then continue investing ₹28,861 per month with a 10% annual step-up.
Illustrative Ametra Mix

Based on a moderate risk profile and 20 years until retirement.

FactorAlpha
40%
FactorCore
40%
FactorCapro
20%
This tool is intended for illustrative financial planning purposes. Returns, inflation and projections are assumptions and are not guaranteed.

SEBI Registered Portfolio Manager
Reg No: INP000008905
(Validity: August 28, 2024 - Perpetual) CIN: U67190KA2020PTC138590

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Principal Officer

Name: Karan
Contact No: +91-9606867120
Email: principalofficer.pms@ametra.in

Corporate Office

Address: Smartworks, Vaishnavi Tech Park, 5th Floor, South Wing, Bellandur Gate, Ambalipura, Bengaluru - 560103, Karnataka
Tel: +91-9019469258
Email: support@ametra.in

SEBI - Southern Regional Office (SRO)

Address: 7th Floor, 756-L, Anna Salai, Chennai - 600002, Tamil Nadu
Tel. Board: +91-44- 28880222 / 28526686
Email : sebisro@sebi.gov.in

Ametra | All Rights Reserved | Investment in the securities market are subject to market risks. Read all the related documents carefully before investing. Ametra Investment Managers Private Limited was formerly known as Elever Investment Adviser Pvt. Ltd.

SEBI Registered Portfolio Manager
Reg No: INP000008905
(Validity: August 28, 2024 - Perpetual) CIN: U67190KA2020PTC138590

Never miss an insight.

Get our latest research, deep dives, videos and market intelligence delivered directly to your inbox.

Principal Officer

Name: Karan
Contact No: +91-9606867120
Email: principalofficer.pms@ametra.in

Corporate Office

Address: Smartworks, Vaishnavi Tech Park, 5th Floor, South Wing, Bellandur Gate, Ambalipura, Bengaluru - 560103, Karnataka
Tel: +91-9019469258
Email: support@ametra.in

SEBI - Southern Regional Office (SRO)

Address: 7th Floor, 756-L, Anna Salai, Chennai - 600002, Tamil Nadu
Tel. Board: +91-44- 28880222 / 28526686
Email : sebisro@sebi.gov.in

Ametra | All Rights Reserved | Investment in the securities market are subject to market risks. Read all the related documents carefully before investing. Ametra Investment Managers Private Limited was formerly known as Elever Investment Adviser Pvt. Ltd.