Financial Goal Planner
Plan and track multiple financial goals with investment strategies
Your Financial Goals
Progress25.0%
Monthly Investment Needed
₹13,367
Progress20.0%
Monthly Investment Needed
₹2,217
Progress16.7%
Monthly Investment Needed
₹8,768
Investment Assumptions
Investment Type Suggestions
• 6-8%: Fixed Deposits, Bonds
• 10-12%: Balanced Mutual Funds
• 12-15%: Equity Mutual Funds
• 15%+: Direct Equity (Higher Risk)
Goals Overview
Total Target Amount
₹38,00,000
Current Savings
₹8,50,000
Still Need to Save
₹29,50,000
Total Monthly Investment
₹24,352
Goal Breakdown
Dream Home Down Payment
52.6%Child Education Fund
39.5%Dream Vacation
7.9%Priority Goals
Dream Home Down Payment
₹13,367/month for 5 years
Child Education Fund
₹2,217/month for 10 years
Smart Tips
- • Start with high-priority goals first
- • Review and adjust goals quarterly
- • Automate investments for consistency
- • Celebrate milestones to stay motivated
Investment Strategy
For goals under 3 years, use low-risk investments like FDs. For 3-5 years, consider balanced funds. For 5+ years, equity investments can provide better returns.