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Goal-Based Investment Planning

Transform your financial dreams into achievable milestones with our systematic goal-based investment approach. Create personalized investment strategies for retirement, education, home purchase, and more with expert guidance.

15+ Goal Categories
₹1L Min. Investment

Popular Investment Goals

Choose from our curated investment goals or create your own personalized financial objectives

Retirement Planning

Build a substantial corpus for your golden years. Start early and let compound interest work its magic.

Recommended Duration: 20-30 years
Target Corpus: ₹2-5 Crores
Expected Returns: 12-15% p.a.
Min. SIP: ₹2,000/month
Plan My Retirement

Child Education

Secure your child's educational future. Plan for rising education costs and ensure quality education.

Recommended Duration: 10-18 years
Target Corpus: ₹25L-1Cr
Expected Returns: 12-14% p.a.
Min. SIP: ₹3,000/month
Plan Education Fund

Home Purchase

Make your dream home a reality. Build a down payment fund and reduce your loan burden significantly.

Recommended Duration: 5-10 years
Target Corpus: ₹20L-50L
Expected Returns: 10-12% p.a.
Min. SIP: ₹5,000/month
Plan Home Purchase

Emergency Fund

Create a financial safety net for unexpected expenses. Be prepared for life's uncertainties.

Recommended Duration: 1-2 years
Target Corpus: 6-12 months expenses
Expected Returns: 6-8% p.a.
Min. SIP: ₹2,000/month
Build Emergency Fund

Wealth Creation

Build long-term wealth for financial freedom. Invest systematically to achieve financial independence.

Recommended Duration: 15+ years
Target Corpus: ₹1Cr+
Expected Returns: 14-16% p.a.
Min. SIP: ₹3,000/month
Start Wealth Journey

Marriage Planning

Plan for your special day without financial stress. Create a fund for wedding expenses and new beginnings.

Recommended Duration: 3-7 years
Target Corpus: ₹5L-20L
Expected Returns: 10-12% p.a.
Min. SIP: ₹2,500/month
Plan My Wedding

Goal Planning Calculator

Calculate Your Investment Needs

Your Investment Plan

Target Amount: ₹0
Time Horizon: 0 years
Current Savings: ₹0
Expected Return: 12% p.a.

Required Monthly SIP: ₹0
Total Investment Needed: ₹0
Wealth Growth: ₹0

Goal-Based Investment Strategies

Short Term Goals

1-3 Years

Recommended Funds:

Liquid Funds, Ultra Short Duration Funds, Conservative Hybrid Funds

Risk Level: Low
Expected Returns: 6-8% p.a.

Medium Term Goals

3-7 Years

Recommended Funds:

Balanced Hybrid Funds, Large Cap Funds, Multi Cap Funds

Risk Level: Medium
Expected Returns: 10-12% p.a.

Long Term Goals

7+ Years

Recommended Funds:

Large Cap, Mid Cap, Small Cap, ELSS, International Funds

Risk Level: High
Expected Returns: 12-15% p.a.