Goal Based Planning

Plan your financial future with confidence! Our Goal-Based Planning Calculator helps you determine how much to invest today to achieve your financial dreams tomorrow. Whether it's funding your retirement, your child’s education, a dream vacation, or any personal milestone, this tool gives you clear, actionable insights.

How It Works

1. Select Your Goal

Choose the financial goal you want to achieve: Retirement, Child Education, Vacation, or any other milestone.

2. Provide Your Current Details

Enter your age, current savings, and target age or the timeline for your goal.

3. Estimate Your Future Cost

Input the amount you wish to accumulate for your goal.

4. Set Expected Returns

Based on your risk preference, define an estimated annual return on your investments.

Our calculator uses proven financial formulas to estimate:

Monthly Investment (SIP) required to reach your goal

Lumpsum Investment if you prefer one-time funding

Why Use This Calculator?

Smart Planning: Helps you visualize how much to save each month to achieve your dreams.

Flexible: Adjust your goal, timeline, or risk profile and instantly see the impact.

Realistic: Accounts for your current savings and expected returns to give practical results.

Empowering: Make informed decisions and track your progress toward financial security.