Arthgyaan

Supporting everyone's personal finance journey

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

How to set a goal

The workbook can handle goals like:

This is how a portfolio looks over time:

Portfolio 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.

Calculation of SIP amount for multiple goals

Here is the link: Click here

Goal-based investing
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Click here to create your own investing plan.