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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.

Required SIP across 0 goals · live preview
₹0
Add your goals below — we compute risk profile, asset mix & required SIP instantly.
✨ Wealth Goal Planner

Smart multi-goal planner with auto risk-profiling, asset allocation, and tax optimization. Industry-first AI flagship.

🧑 YOUR PROFILE
yrs
people
⚙ INVESTMENT CAPACITY
% a year
🎯 YOUR GOALS — add or remove as you need (up to 6)
📐 RETURN ASSUMPTIONS
%
%
%
%
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
GoalPriorityYearsTarget (today)Target (inflated)Monthly SIPVehicle