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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.

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

  • Get an instant result with the exact inputs that matter for this metric.
  • Compare scenarios quickly (best case vs worst case) before taking action.
  • Understand what the output means and how traders/investors use it in practice.
  • Use it for planning and education — no login required.

Define Your Goal

🎯

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

DETAILS

About this Goal-Based Investment Planner

This section explains what the calculator does, what goes into the result, and how to interpret the output so you can apply it confidently.

What this tool does

Purpose

This calculator turns a few key inputs into a clear output you can act on — a number that traders and investors commonly use for planning and decision-making.

Use it to compare scenarios quickly and to understand the trade-offs behind the final result.

When it is helpful

  • To sanity-check assumptions before committing money.
  • To compare two or more scenarios side-by-side (conservative vs aggressive).
  • To convert a “feel” into a number you can plan around.
  • To learn what the metric means and how it is used in practice.

How to read the result

Interpretation

Treat the output as a planning number. Small changes in inputs (time, rate, price, quantity, risk, or cashflows) can change the outcome meaningfully — so keep assumptions realistic.

If the tool returns multiple outputs, focus on the ones that drive decisions (e.g., net result, breakeven, or risk-adjusted value), not just the biggest number.

Common mistakes to avoid

  • Using overly optimistic return assumptions.
  • Ignoring fees/taxes where they matter.
  • Optimizing precision instead of making a better decision.
  • Treating the result as a prediction instead of a plan.

Example calculations and results

Example 1 (10-year goal with some savings)

Target today ₹20,00,000, Years 10, Return 12%, Inflation 6%, Existing ₹2,00,000

Inflation-adjusted target₹35.82 L
Existing savings at goal₹6.21 L
Additional needed₹29.61 L
Monthly SIP needed₹12,870

Graphical view

Future target
₹35.82 L
Existing grown
₹6.21 L
Gap
₹29.61 L

Example 2 (bigger goal, longer time)

Target today ₹50,00,000, Years 15, Return 11%, Inflation 6%, Existing ₹15,00,000

Inflation-adjusted target₹1.20 Cr
Existing savings at goal₹71.77 L
Additional needed₹48.06 L
Monthly SIP needed₹10,570

Graphical view

Future target
₹1.20 Cr
Existing grown
₹71.77 L
Gap
₹48.06 L

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.

Fund your goals with disciplined trading

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