Goal-Based Planning
Plan Your Future with
Precision & Clarity
Calculate your retirement corpus, children's education fund, and wealth accumulation targets in minutes.
Personal Information
Tell us about yourself
yrs
Financial Details
Your income, expenses & existing savings
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Total current corpus across FD, MF, PF, stocks etc.
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Dependents
Family members included in your financial plan
Self
yrs
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Spouse
yrs
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Education Goals
Plan your children's higher education funding
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Education costs rise faster than general inflation (typically 8–12% p.a.)
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Expected annual return on investments earmarked for education
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Existing investments or savings already set aside for children's education
Children's Education Plans
Wealth Goals
Define specific wealth accumulation targets
%
Expected annual return — equity-heavy portfolio (12–15% for long-term goals)
%
Used to express today's goal value in future rupees
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Existing investments not assigned to a specific goal
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Annual % increase in SIP amount (step-up SIP)
Individual Wealth Goals
Retirement Parameters
Assumptions for your retirement planning
yrs
yrs
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Typically lower as lifestyle spending reduces with age
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Conservative return on retirement corpus (debt/hybrid portfolio)
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% of current expenses needed post-retirement (typically 70–85%)
%
Annual increase in retirement SIP amount
Your Financial Blueprint
📊 Financial Snapshot
💡 Recommended Monthly Investment Allocation