Supporting everyone's personal finance journey

Goal based-investing calculator

How to use this calculator

Choose why you are investing:

Enter values below:

Goal Value (₹ lakhs), default 12:

Goal Duration (years):

Inflation (%), default 7:

Lumpsum that you can invest today (₹ lakhs), default 5:

Time Horizon (years), default 15:

Actions for investor

Further reading:

• Retirement portfolio contruction
• Portfolio for a retiree
• Saving for multi-year goals like child's college education
• Saving for single goals like home purchase

more articles...

Other parameters:

Yearly SIP increment %, default 5%:

Expected equity return % (post tax), default 11%:

Expected debt return % (post tax), default 3%:
Goal-based investing

Click here to create your own investing plan.