Financial Goals Planner
Plan and track multiple financial goals with personalized expected returns and professional projections to achieve your dreams.
Add New Goal
Planning Guidelines
📈 Expected Returns Guide
• Equity/Stocks: 10-12% annually
• Balanced/Hybrid Funds: 8-10%
• Debt/Fixed Deposits: 6-8%
• Conservative/Savings: 4-6%
• Balanced/Hybrid Funds: 8-10%
• Debt/Fixed Deposits: 6-8%
• Conservative/Savings: 4-6%
⏰ Time Horizon Strategy
• Short-term (<3 years): Conservative
• Medium-term (3-7 years): Balanced
• Long-term (>7 years): Aggressive
• Medium-term (3-7 years): Balanced
• Long-term (>7 years): Aggressive
⚠️ Important Notes
• Returns are projected estimates
• Consider inflation impact
• Review and adjust regularly
• Emergency fund should come first
• Consider inflation impact
• Review and adjust regularly
• Emergency fund should come first
Goals Analysis
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Total Goals
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Total Target
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Monthly SIP
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Current Savings
Goals Distribution
Monthly SIP Requirements
Goals Summary
| Goal Name | Target Amount | Time Horizon | Expected Return | Current Savings | Required Monthly SIP | Total Investment | Growth |
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