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Goal Planner

What monthly amount reaches my target?

Work backwards from a target. The calculator inflates the goal to what it will genuinely cost by the time you get there, then works out the monthly investment that reaches it.

Your goal

Goal type

₹1Lwhat it would cost right now₹5Cr
yrs
1y35y
%
0%education runs ahead of general prices15%
%
1%20%
₹0₹2Cr

What it takes

₹20,697/month

Invested every month for 15 years at 12%, this reaches ₹1.04Cr — enough to cover a goal that will cost ₹1.04Cr by then.

Cost today

₹25L

Cost in 15y

₹1.04Cr

at 10% inflation

Existing grows to

₹0

Still to fund

₹1.04Cr

The inflation line is the point. ₹25L today becomes ₹1.04Cr in 15 years at 10%. Planning against today's price is the most common way goal planning fails — you reach the number you set and it no longer buys the thing.

As the date approaches, shifting gradually from equity into debt protects what you have accumulated. A 15-year goal can afford volatility; the same goal with two years left cannot.

What this tool does not model

  • ·Inflation is assumed constant. Education costs in particular have historically been volatile as well as high.
  • ·A single expected return is applied throughout, whereas a real plan would shift toward debt as the date approaches.
  • ·Tax on redemption is not deducted from the final corpus.

Before you act on any of this

WealthSense publishes financial education, not financial advice. We are not a SEBI-registered investment adviser and nothing here is a recommendation to buy or sell any security. Every calculator uses an assumed rate of return that is illustrative only — real returns vary and can be negative. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Tax figures follow published slabs for the current financial year and ignore surcharge and individual circumstances. Please consult a qualified adviser before making decisions with your money.