The
‘F.A.M.E.’
Approach

The
‘FAME’
Approach

What’s New @ CurateMyMoney

“Wonder what your customer really wants? Ask. Don’t tell” – Lisa Stone, CEO of Blogher.

CurateMyMoney introduces the “FAME” Approach.

FAME is coined from the four stages of financial life. This approach helps investors to identify their financial stage and what they are keen on & what they need for achieving financial independence.

We aim at creating the Best of Investing Experience through unique growth strategies and one such being our own FAME approach

Please fill out this form and it will help us analyse your requirements.

1 Step 1

Nameyour full name

Emaila valid email

MobileYour mobile Number

What are you looking for?pick one!

I'm new to investing, I want to explore more opportunities in mutual fund space.I have been investing in various financial instruments, keen to consolidate and align the investments towards my financial goals and start tracking.I want to multiply my investments in a phased and organised way / invest my surplus money.I'm retired or on the verge of getting retired and want a regular income out of it and lead a financially risk-free life.

What is your current age?Slide to indicate years

099

What do you think is your risk profile?pick one!

ConservativeModerateAggressiveNot sure, help me out!

Which of the following best describes your investment intent?pick one!

Capital Protection, even if returns are lowGenerate stable income with low riskBuild wealth with medium riskBuild wealth with high risk

How would you react if you were to suffer a short term (1 year) loss of 20%?pick one!

I will sell all my investmentsI will sell some investmentsI will hold, despite my concernI will buy more in a staggered manner

On an average, what is your monthly investible surplus you are planning for?pick one!

<10% of total income10%-25% of total income25%-50% of total income>50% of total income

What is your objective behind investing in mutual funds?pick as many!

To Save Tax (ELSS Funds)To Start an SIP for Long termTo Invest in Low-Risk InstrumentsTo Park the Money for Emergency RequirementsTo Buy a HouseTo Save towards RetirementTo Save towards My Child's EducationTo Buy My Dream CarTo go for a VacationTo Create Wealth In the Long Term

How much you want to invest in Tax Saving Funds?slide to select Rs.

5000

0150000

What is the monthly amount you want to invest in SIP?slide to select Rs./month

1000

0500000

How long do you plan to invest in SIP?slide to select in years

040

You shown interest on investing in low-risk investments, what is the time frame you are looking for?pick one!

< 3 months3 months - 6 months6 months - 12 months> 12 months

What is the amount you want to Invest in Low-Risk Instruments?slide to select Rs.

5000

010000000

Ideally, if were to lose your job or regular inflow of cash, you need to have a minimum of SIX months of expenses (including EMIs if any) in your contingency portfolio. How much would be 6 months expenses?slide to select Rs.

100000

050000000

What is the Target Year for 'Buying the House'?slide to select year

2021

02050

How much you want to accumulate for buying the House?slide to select Rs.

100000

050000000

Your expected retirement ageslide to select years

075

Your Life Expectancy (age) - Usually people say 85 years - enter only numbersyour full name

Your monthly expenses (excluding EMIs)slide to select Rs.

25000

01000000

How Much you want to accumulate towards your Child's Education?slide to select Rs.

100000

010000000

How much you want to accumulate for buying the House?slide to select Rs.

100000

050000000

What is the Target Year for 'Buying your dream car'?slide to select year

2021

02050

How much you want to Accumulate for Buying your Dream Car?slide to select Rs.

100000

050000000

What is the Target year for 'Vacation'?slide to select year

2021

02050

How much you want to Accumulate for your 'Vacation'?slide to select Rs.

100000

050000000

Under Wealth Creation, what is the amount you want to acheive?slide to select Rs.

100000

050000000

In which year, you want to achieve this goal?slide to select year

2021

02075

Since you want to Grow/Multiply your surplus money, tell us the mode of investment you prefer:pick one!

LumpsumMonthly Investments (SIP)

What is the amount you are planning to invest?slide to select Rs.

100000

050000000

What is the duration of your investment (in years)slide to select years

050

Under Wealth Creation, what is the amount you want to acheive?slide to select Rs.

100000

050000000

In which year, you want to achieve this goal?slide to select year

2021

02075

Your retirement statuspick one!

Retired and looking for the right investment avenues.Retired and invested the retirement corpus, now want to get it streamlined.On the verge of getting retired, need to plan for the retirement corpus.

Do you want a regular monthly income from the retirement corpus?pick one!

Yes, I depend on a monthly income from these investments.No, I want the investment to grow and rebalance it once in a year

What is the amount you are planning to park and want us to plan for (this is the retirement corpus)?slide to select Rs.

100000

050000000

Under Wealth Creation, what is the amount you want to acheive?slide to select Rs.

100000

050000000

In which year, you want to achieve this goal?slide to select year

2021

02075

Message (anything else you want to tell us)more details

0 /

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The ‘F.A.M.E.’ Approach

The ‘FAME’ Approach

Please fill out this form and it will help us analyse your requirements.

The
‘F.A.M.E.’
Approach

The
‘FAME’
Approach