For any query please write us on mutualfund@jainam.biz
0261-6725564
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For any query please write us on mutualfund@jainam.biz
0261-6725564
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ROBONAM IS HERE TO
HELP YOU !
LETS TALK AND PLAN
LET'S PLAN WITH ROBONAM
Name
Age
* What is Your Name?
You name is required
Numeric value not allow.
* What is your Age ?
Only Numeric value allow.
WHAT WOULD YOU LIKE TO PLAN ?
Dream House
Retirement Planning
Car or Bike
Child's Education
Child's Marriage
Vacation Planning
Gift Someone
Build Wealth
Dream House
Risk
Saving Amount
Time Period
Percentage
Time Period
Payment Info
Current Value
*What is the current value of your dream house ?
Only Numeric value allow.
* What would you prefer to plan ?
Full Payment
Down Payment
* In how many years would you like to own your dream house?
Only Numeric value allow.
* What % would you save for down payment?
Only Numeric value allow.
* In how many years you would like to make down payment?
Only Numeric value allow.
* Any saving that you would like to use in house planning?
Only Numeric value allow.
* What is your risk appetite?
-- Select risk --
Low risk
Moderate risk
High risk
Just give me a rough idea so I can help you plan better for your dream house.
Retirement Planning
Risk
Saving Amount
Monthly Expense
Life Expectancy
Age of retirement
Current Age
* How old are you?
Only Numeric value allow.
* What is your expected age of retirement?
Only Numeric value allow.
* What is your life expectancy? (we generally assume 80)?
Only Numeric value allow.
* What is your monthly expense?
Only Numeric value allow.
* Any saving that you would like to use for retirement?
Only Numeric value allow.
* What is your risk appetite?
-- Select risk --
Low risk
Moderate risk
High risk
I am extremely chivalrous and you could be young or old, I am not judging don’t worry
Car Or Bike
Risk
Savings
Time Period
Current Cost
* What is the current cost of vehicle you wish to buy?
Only Numeric value allow.
* In how many years would you like to purchase it?
Only Numeric value allow.
* Any saving that you would like to use here?
Only Numeric value allow.
* What is your risk appetite?
-- Select risk --
Low risk
Moderate risk
High risk
Just give me a rough idea so I can help you plan better for your favorite car or bike.
Child's Education
Risk
Saving Amount
Time period
Child age
Cost of education
* What is the current cost of his/her higher education?
Only Numeric value allow.
* How old is your child today?
Only Numeric value allow.
* After howmany years do you expect your child to pursue higher education?
Only Numeric value allow.
* Any saving thay you would like to use for your child's higher education?
Only Numeric value allow.
* What is your risk appetite?
-- Select risk --
Low risk
Moderate risk
High risk
A rough approximate will also do
Child's Marriage
Risk
Saving Amount
Time period
Cost of merriage
* How much would your child's marriage cost you today?
Only Numeric value allow.
* In how many years do you want to get your child married?
Only Numeric value allow.
* Any amount that you have saved for your child's marriage?
Only Numeric value allow.
* What is your risk appetite?
-- Select risk --
Low risk
Moderate risk
High risk
A rough approximate will also do
Vacation Planning
Risk
Saving Amount
Time period
Current vacation cost
* What is current cost of the vacation you wish to take?
Only Numeric value allow.
* In how many years do you want to take this vacation?
Only Numeric value allow.
* Any amount that you are saved for the vacation?
Only Numeric value allow.
* What is your risk appetite?
-- Select risk --
Low risk
Moderate risk
High risk
You must have probably checked with travel agents or online. You can share a rough estimate with me if you don’t know the exact cost.
Gift Someone
Risk
Saving Amount
Time period
Current Cost
* Howmuch does the planned gift cost right now?
Only Numeric value allow.
* After how many years do you plan to give this gift?
Only Numeric value allow.
* Any amount that you have already saved for this gift?
Only Numeric value allow.
* What is your risk appetite?
-- Select risk --
Low risk
Moderate risk
High risk
You can let me know the current market price of the gift so I can calculate things and guide you better.
Build Wealth
Risk
Initial Amount
year's would you like to start?
Startup Cost
Startup Name
* What do you want your startup to be known as?
required
* What is current cost of your start up?
Only Numeric value allow.
* In how many years do you see your start up coming to life?
Only Numeric value allow.
* Any initial amount you would like to start with?
Only Numeric value allow.
* What is your risk appetite?
-- Select risk --
Low risk
Moderate risk
High risk
Congratulations! You are one step closer to bringing your business idea into reality
You have completed the KYC process, now Waiting for Approval from Galaxy Team.