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GOAL PLANNER

Goal-Based Investment Planner

Calculate how much to invest monthly to reach any financial goal — child education, home, marriage, or custom. Inflation-adjusted, accounts for existing savings.

Define Your Goal

🎯

Select a goal, enter the target amount and timeline to see how much to invest monthly.

HOW IT WORKS

Simple steps to get your result

1

Choose your goal and target amount

Select from common goals or enter a custom goal. Enter the amount in today's value — the calculator adjusts for inflation automatically.

2

Set timeline and return assumption

Enter how many years until you need the money and the expected annual return on your investment.

3

Get your monthly SIP amount

See exactly how much to invest per month to hit your inflation-adjusted goal — accounting for existing savings.

FAQ

Frequently asked questions

Why does the calculator adjust for inflation?+

A goal that costs ₹20 lakh today will cost ₹35 lakh in 10 years at 6% inflation. Planning based on today's cost underestimates the actual amount needed. Always plan with inflation-adjusted target amounts for goals more than 5 years away.

What return rate should I use for a 10-year goal?+

For a 10+ year horizon: equity mutual funds (10-12% CAGR), index funds (10-13%), balanced funds (8-10%). For 3-5 year goals: use debt or hybrid funds (6-9%). For < 3 years: use liquid/debt funds (5-7%). Never use equity for short-term goals — the volatility may force you to sell at a loss.

How does existing savings reduce the monthly SIP needed?+

Any existing savings earmarked for this goal will compound over the investment period. For example, ₹5 lakh invested today at 12% for 10 years grows to ₹15.5 lakh — reducing how much new SIP you need. Always account for existing investments when planning goals.

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