Goal-Based SIP Calculator - Plan Your Financial Future

Calculate the exact SIP amount needed to achieve your financial goals with inflation adjustment. Plan for education, marriage, home purchase, retirement, and more with our comprehensive goal-based calculator.

₹1L₹2Cr
₹0₹15.00 L
years
1 year50 years
%
5%20%
%
2%15%
Today's Value:₹15.00 L
Future Value:₹47.58 L

Required Monthly SIP

₹0

Goal may not be achieved with current settings

Total Invested
₹0
Estimated Returns
₹0
Maturity Amount
₹0
Consider increasing SIP or investment period

Goal vs Achievement

Target Amount₹47.58 L
Expected Amount₹0
Surplus/Deficit₹-47,58,254

Goal Achievement Chart

Track your progress towards your goal

Goal Amount
₹71,89,675
Today's value: ₹30,00,000
Maturity Amount
₹30,00,000
Below target
Achievement Timeline
Not achievable
With current plan
Investment Growth Over Time
Invested
Value
Goal
Year 0
₹0K
Year 2
₹2.4L
Year 4
₹5.5L
Year 6
₹9.3L
Year 8
₹14.1L
Year 10
₹20.0L
Year 12
₹27.6L
Year 14
₹37.0L
Year 15
₹42.6L

Key Insights

Total Returns:₹14,70,000
Return Percentage:96.1%
Monthly SIP:₹8,500
Investment Period:15 years

Why Goal-Based SIP Planning Works

Strategic advantages of goal-based investing over random investments

Clear Financial Targets

Define specific goals with exact amounts and timelines. This clarity helps you stay focused and motivated throughout your investment journey.

Inflation-Adjusted Planning

Account for inflation impact on future costs. A ₹10 lakh goal today might cost ₹25 lakhs in 20 years due to inflation.

Risk-Appropriate Allocation

Different goals need different investment strategies. Long-term goals can take more risk for higher returns, while short-term goals need stability.

Time-Based Strategy

Adjust your investment strategy as goals approach. Start with aggressive growth and shift to conservative allocation near the target date.

Disciplined Savings

Goal-based planning creates emotional connection to your investments, making it easier to maintain SIP discipline during market volatility.

Progress Tracking

Monitor progress towards each goal separately. Celebrate milestones and adjust strategy based on performance and changing circumstances.

Frequently Asked Questions

Find answers to common questions about goal-based SIP planning and financial planning strategies.