What is the Goal Planner? A goal planner works backwards from a target amount: given the years left and an expected return, it tells you the monthly SIP required to reach that corpus.
How to use the Goal Planner
- Enter the amount you need for the goal.
- Enter how many years remain.
- Set an expected annual return suited to the timeline.
- Use the monthly SIP shown as your savings target and revisit it yearly.
Frequently asked questions
How do I calculate SIP for a specific goal?
You need the target amount, years left and expected annual return. The planner solves for the monthly instalment that compounds to the target.
What is goal-based investing?
Mapping each investment to a specific life objective, so the risk you take matches how soon you need the money.
Results are estimates based on the inputs you enter, not guaranteed returns or financial advice.