Tool 02 · Planning

Goal Planner

A goal without a number is a wish. Enter what your goal costs today — the planner inflates it to the year you need it, then works backwards to the monthly SIP that gets you there.

Your goal
e.g. ₹25L house deposit, ₹15L education, ₹8L car
Use higher (8–10%) for education and healthcare — they inflate faster than groceries.
For goals under 5 years away, use a debt-fund rate (6–7%) — equity is too volatile for short horizons.
Costs today
Will cost in 10 yrs
Required monthly SIP
Total you'll contribute

How to think about goals

Match the vehicle to the distance
< 3 years

Short goals: safety over growth

FDs, liquid funds, or ultra-short debt funds. The job is not losing the money, not growing it. Equity can and does fall 30% in a bad year.

3–7 years

Medium goals: a blend

A mix — e.g. 40–60% equity, rest in debt — with a plan to shift toward debt as the goal approaches. Hybrid/balanced-advantage funds do this automatically.

7+ years

Long goals: let equity work

History strongly favours mostly-equity portfolios over 7+ year horizons. Start aggressive, then glide toward safety in the final 2–3 years — don't let a last-minute crash decide your goal's fate.

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