The plan is an Excel workbook that allows you to find out your goal-wise asset allocation, SIP amount and rebalancing plan.

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

This is how a portfolio looks over time:

Once you have decided on the asset allocation and SIP amounts, read this article to learn how to choose funds to invest in.

Here is the link: Click here