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Goal Planning

  • Select a Goal
  • Plan your Goal
  • Risk Profile
  • Suggested Portfolio

Planning for Car

I am planning to buy a Car in

The cost of the Car is around
in today’s value.

Down Payment would be

I have saved
for lump sum investment towards down payment.

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Planning for House

Buying a House in

The cost of the House is around
in today’s value.

Down Payment would be

I have saved
for lump sum investment towards down payment.

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Planning for Education Abroad

I am planning for my child’s education in

The cost of education is around
in today’s value.

I have saved
to invest as lump sum now.

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Planning for Child’s Marriage

I am planning for my child’s wedding in

The cost of wedding is around
in today’s value.

I have saved
to invest as lump sum now.

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Planning for Retirement

I am
years old and planning to retire at the age of

I estimate my expenses in retirement will be
per month in today’s value.

I will be requiring pension till the age of
years.

I have saved
to invest as lump sum now.

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Planning for Holiday

I am planning for Holiday in

The cost of Holiday is around
in today’s value.

I have saved
to invest as lump sum now.

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Planning to Invest in Lump Sum

I am planning to invest in lumpsum for

My Goal amount is
in today’s value.


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Your Risk profile is
Not exactly your risk profile modify do it again
Risk Profile
Time to Goal (in years)
After factoring in for inflation, to achive your goal in the planned 10 years, you will need to invest
every month or
every year.

We recommend, you invest in the below given funds

Fund Name SIP () Lumpsum () NAV Category Allocation(%)
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Identify your financial goals
Determine the timeframe for these goals
Select the right funds
Evaluate your progress
Still unsure and need expert advice CONTACT A FINANCIAL ADVISOR

Disclaimer: The funds and allocation suggested here are based on a combination of risk profile as chosen by you or as calculated by the system and our goal planning algorithm . The funds are selected from our research based mutual fund selection method across various categories. From that selection, we recommend the ones which are suitable to your relevant goal. The algorithm also takes into account certain assumptions on inflation and return expectations while calculating the funds and amounts suggested. The future value may or may not be achieved as it is based on certain set of assumptions which we believe to be reasonable. Mutual fund investments are subject to market risk, read all scheme related documents carefully before investing.