Financial Goal Planner

STEP 2:
Display:
STEP 3:
Display:
Time to Achieve
PREFERRED AGE
TO START SAVING
EXPECTED AGE TO
REACH YOUR GOAL
Expected Annual Rate of Inflation
%
Expected Annual Rate of Return
% p. a.
How much have you saved to buy an asset?
Rs.
How much do you need to buy an asset?
Rs.
You need to make a corpus of

Rs.

per month to buy an asset of choice.
You need to make a corpus of

Rs.

per year to buy an asset of choice.

The cost to buy an asset will be Rs. after years.

Time to Achieve
PREFERRED AGE
TO START SAVING
EXPECTED AGE TO
REACH YOUR GOAL
Expected Annual Rate of Inflation
%
Expected Annual Rate of Return
% p. a.
How much have you saved for your child's education?
Rs.
How much do you need for your child's education?
Rs.
You need to make a corpus of

Rs.

per month to reach your financial goal.
You need to make a corpus of

Rs.

per year to reach your financial goal.

The cost for your child's education will be Rs. after years.

For your first child
Time to Achieve
PREFERRED AGE
TO START SAVING
EXPECTED AGE TO
REACH YOUR GOAL
Expected Annual Rate of Inflation
%
Expected Annual Rate of Return
% p. a.
How much have you saved for your first child's education?
Rs.
How much do you need for your first child's education?
Rs.
You need to make a corpus of

Rs.

per month to reach your financial goal.
You need to make a corpus of

Rs.

per year to reach your financial goal.

The cost for your first child's education will be Rs. after years.

For your second child
Time to Achieve
PREFERRED AGE
TO START SAVING
EXPECTED AGE TO
REACH YOUR GOAL
Expected Annual Rate of Inflation
%
Expected Annual Rate of Return
% p. a.
How much have you saved for your second child's education?
Rs.
How much do you need for your second child's education?
Rs.
You need to make a corpus of

Rs.

per month to reach your financial goal.
You need to make a corpus of

Rs.

per year to reach your financial goal.

The cost for your second child's education will be Rs. after years.

Time to Achieve
PREFERRED AGE
TO START SAVING
EXPECTED AGE TO
REACH YOUR GOAL
Expected Annual Rate of Inflation
%
Expected Annual Rate of Return
% p. a.
How much have you saved for your marriage?
Rs.
How much do you need for your marriage?
Rs.
You need to make a corpus of

Rs.

per month to reach your financial goal.
You need to make a corpus of

Rs.

per year to reach your financial goal.

The cost for your marriage will be Rs. after years.

Time to Achieve
PREFERRED AGE
TO START SAVING
EXPECTED AGE TO
REACH YOUR GOAL
Expected Annual Rate of Inflation
%
Expected Annual Rate of Return
% p. a.
How much have you saved for your retirement?
Rs.
How much do you need for your retirement?
Rs.
You need to make a corpus of

Rs.

per month to reach your financial goal.
You need to make a corpus of

Rs.

per year to reach your financial goal.

The cost for your retirement will be Rs. after years.

Time to Achieve
PREFERRED AGE
TO START SAVING
EXPECTED AGE TO
REACH YOUR GOAL
Expected Annual Rate of Inflation
%
Expected Annual Rate of Return
% p. a.
How much have you saved for this financial goal?
Rs.
How much do you need for this financial goal?
Rs.
You need to make a corpus of

Rs.

per month to reach your financial goal.
You need to make a corpus of

Rs.

per year to reach your financial goal.

The cost for your financial goal will be Rs. after years.

Summary of how much you need for your finanicial goals
  • Buying an asset:
  • Rs. per month for years
  • Buying an asset:
  • Rs. per year for years
  • Education for your child:
  • Rs. per month for years
  • Education for your child:
  • Rs. per year for years
  • Education for your first child:
  • Rs. per month for years
  • Education for your first child:
  • Rs. per year for years
  • Education for your second child:
  • Rs. per month for years
  • Education for your second child:
  • Rs. per year for years
  • Marriage:
  • Rs. per month for years
  • Marriage:
  • Rs. per year for years
  • Retirement:
  • Rs. per month for years
  • Retirement:
  • Rs. per year for years
  • Other financial goal:
  • Rs. per month for years
  • Other financial goal:
  • Rs. per year for years
In total, you will need to save

Rs.

per month to reach your financial goals.
You need to make a corpus of

Rs.

per year to reach your financial goal.

The cost for your financial goal will be Rs. .