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Goal Planner

Turn a goal into a clear investment plan

Pick the goal you are actually saving for, tell us a few things about it, and see what the numbers say — the target amount, what your current saving reaches, and the gap between the two.

This planner does the joining-up for you: it takes the same calculators already on this site and runs them in the right order for your goal, so you get one picture instead of five separate results.

  1. 1Choose a goal
  2. 2Fill in the detail
  3. 3See your plan

What are you saving for?

Every goal needs a different calculation. Pick the one closest to yours — you can change it at any point without losing what you have typed.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performance of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme will be achieved. All existing and prospective investors are advised to check and evaluate the exit loads and other cost structure (TER) applicable at the time of making an investment before finalizing any investment decision for Mutual Fund Schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a trailing commission on client investments. Disclosure of commission earnings is made to clients at the time of investment. The option of a Direct Plan for every Mutual Fund Scheme is available to investors and offers the advantage of a lower expense ratio. We are not entitled to earn any commission on Direct Plans; hence, we do not deal in Direct Plans.