Plan Smarter, Invest Better
Discover how to allocate your investments wisely based on your age, goals, and risk profile. This simple tool helps you create a personalized portfolio strategy in minutes — whether you’re a beginner or a seasoned investor.Answer the questions below to get your ideal asset mix instantly!
Your Ideal Portfolio Allocation
Risk Profile:
| Asset Class | Allocation (%) | Expected Return | Risk Level |
|---|
Frequently Asked Questions
What is the Smart Portfolio Planner?
It’s a free tool that helps you calculate your ideal investment portfolio based on your risk tolerance and goals.
How is my ideal allocation calculated?
The planner uses your age, risk appetite, and investment goals to determine how much you should ideally invest in Equity, Debt, and Gold.
Can I actually invest in this suggested portfolio?
Yes! You can create such a portfolio using mutual funds, ETFs, or stocks. It’s always a good idea to consult a financial advisor before investing.
Is this tool suitable for beginners?
Absolutely. This tool is designed to help both beginners and experienced investors plan their ideal asset allocation easily.
How often should I review my portfolio?
Ideally, review your portfolio every 6-12 months or if your financial goals or risk profile changes.