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Wealth Goal Planner

Every goal a family has, in one plan. Enter what they want and when, and the tool works out the risk profile, the asset split, and the one monthly figure that funds all of it — with the tax notes that actually apply to their regime.

Client Name

Report Date

Required SIP across 0 goals · live preview

₹0

Add your goals below — we compute risk profile, asset mix & required SIP instantly.

✨ Wealth Goal Planner

Multi-goal planner: the SIP each goal needs at the return you assume, with an illustrative asset mix from the profile inputs. Goal SIPs as on AMFI’s Goal SIP calculator: monthly rate = annual rate ÷ 12, instalment at the end of each month.

🧑 YOUR PROFILE

Current Age

yrs

Annual Net Income

₹

Existing Total Savings

₹

Number of Dependents

people

Tax Regime New Regime is the default one in law

Tax Slab Your marginal rate

Job Stability

⚙ INVESTMENT CAPACITY

Monthly SIP Capability

₹

Annual Step-up Capability How much you raise the SIP every year

% a year

🎯 YOUR GOALS — add or remove as you need (up to 6)

📐 RETURN ASSUMPTIONS

Equity Return p.a.

Debt Return p.a.

Gold Return p.a.

Inflation p.a.

Risk Profile

—

Auto-detected

Required Monthly SIP

—

Plan Status

—

Equity Allocation

—

Growth engine

Debt Allocation

—

Stability

Gold + Cash

—

Inflation hedge

📈 Projected Wealth Trajectory

🎯 Goal-Wise SIP Breakdown

Goal	Priority	Years	Target (today)	Target (inflated)	Monthly SIP