Financial Goal
Planner
Plan your financial future by setting goals and calculating the exact monthly investment needed to achieve them within your timeline.
Plan Your Financial Goal
Investment Plan
Enter your goal details to see the investment plan
How Goal Planning Works
Strategic planning helps you achieve your financial goals through systematic investing
Set Your Goal
Define your financial target, timeline, and current situation to create a clear roadmap
Calculate Investment
We calculate the exact monthly investment needed based on your timeline and expected returns
Achieve Success
Follow the plan consistently and watch your investments grow to meet your goal
Start Planning Your Goals
Calculate your financial goals, save them, and track your progress toward achieving them
Goal Planner - Frequently Asked Questions
Find answers to common questions about this calculator
Goal planning helps you: 1) Define clear financial targets, 2) Calculate exact amount needed, 3) Determine monthly savings required, 4) Choose right investment products, 5) Track progress, 6) Stay motivated and disciplined.
Short-term (1-3 years): Emergency fund, vacation, car. Medium-term (3-7 years): Down payment, child education, wedding. Long-term (7+ years): Retirement, child's higher education, wealth creation.
Use our calculator to determine exact amount. General guidelines: Emergency fund = 6-12 months expenses, Retirement = 25-30× annual expenses, Child education = ₹25-50 lakh (inflation-adjusted), House = 20-30% down payment.
Yes! Prioritize goals: 1) Emergency fund (highest priority), 2) Insurance, 3) Retirement, 4) Children's education, 5) Other goals. Allocate savings percentage to each. Avoid compromising retirement for other goals.
Options: 1) Increase income (side hustle, job change), 2) Reduce expenses, 3) Extend goal timeline, 4) Adjust goal amount, 5) Take calculated loans (education, home). Review and adjust goals annually.
Review annually or when: 1) Income changes significantly, 2) Major life events (marriage, child birth), 3) Market crashes/booms, 4) Goal timelines approach. Rebalance investments based on changing risk profile.
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