Plan

The plan is a Google Sheets workbook that allows you to find out your goal-wise asset allocation, SIP amount and rebalancing plan. The tool is designed to simplify your financial planning to help you set goals, manage your investments and let you take the right decisions that will help you achieve your life goals.


The workbook can handle goals like:

• Single payment: car purchase, foreign vacation, house downpayment etc.
• Multipayment goals like college education
• Children's goal planning from school to marriage
• Traditional retirement from 58-60
• Early retirement to support FIRE from an age of your choice

It will also show you the minimum term insurance you need to have based on remaining earning years and the gap in funding your financial goals.
Once you have decided on the asset allocation and SIP amounts, read this article to learn how to choose funds to invest in.

How to install and use the tool

Use the < and > buttons at the bottom of the slide to view:

Install the tool from here

Disclaimer: This tool is a calculator that is offered for educational purpose only and is not financial/investment advice. Neither the content on this site nor this tool should be construed as an offer or recommendation to buy/sell any financial product or service. Please consult a registered investment advisor before making any investments.

Click the image below to install the tool.

Procure a license

Click this link to get a license.