Composite Financial Goal Planner Calculator

What is the amount you would need to fulfil your child educational need at today's cost (Rs)

|
1 Lakh
|
25 Lakhs
|
50 Lakhs
|
75 Lakhs
|
1 Crore

What is the amount you would need to consider yourself wealthy at today's cost (Rs)

|
1 Lakh
|
25 Lakhs
|
50 Lakhs
|
75 Lakhs
|
1 Crore

What is the amount you would need to spend on buying an item you dream - a big car or a foreign holiday or a house (Rs)

|
1 Lakh
|
25 Lakhs
|
50 Lakhs
|
75 Lakhs
|
1 Crore

What is your current age? (in years)

|
10
|
25
|
50
|
75
|
100

What age you plan to acquiring wealth? (in years)

|
10
|
25
|
50
|
75
|
100

What is your child current age? (in years)

|
0
|
25
|
50
|
75
|
100

What age your child would be ready for professional education? (in years)

|
0
|
25
|
50
|
75
|
100

Afer how many years away would you need the amount to spend on buying an item you dream (Rs)

|
1
|
25
|
50
|
75
|
100

The expected rate of inflation over the years (% per annum)

|
5
|
7.5
|
10
|
12.5
|
15

What rate of return would you expect your investment? (% per annum)

|
5
|
7.5
|
10
|
12.5
|
15
|
17.5
|
20

How much savings you have now? (Rs)

|
0
|
25 Lakhs
|
50 Lakhs
|
75 Lakhs
|
1 Crore

Result
Composite Planner Education Wealth Expense Total

Amount at today's prices

Rs. Rs. Rs. Rs.
Number of years to achieve your goals year(s) year(s) year(s) -
Expected rate of return from investments (% per annum) % % % -
Personal goal target (Inflation adjusted) Rs. Rs. Rs. Rs.
Your current savings amount Rs. Rs. Rs. Rs.
Monthly Savings required Rs. Rs. Rs. Rs.

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.