WealthDigit - Protect, Invest, Grow
Free Calculator

Goal-Based Investment Calculator

Find the approximate monthly investment needed to reach a target amount within your timeframe.

View SIP Product
%
Yr

Approx. Monthly Investment Required

₹7,740

Goal Amount

₹50,00,000

Current Savings Grow To

₹10,94,713

Your current savings are assumed to grow at the same expected return.

Investment returns are market-linked and actual returns may vary. This calculator provides an illustration only and does not guarantee returns.

What is Goal-Based Investing?

Goal-based investing means planning your investments around a specific target – such as a child’s education, a home or retirement – with a clear amount and time frame.

How the Calculator Works

It grows your current savings at the assumed return, then works out the additional monthly investment needed so that your total reaches the goal amount by the end of the period.

How to Use It

Enter your goal amount, current savings, expected return and time frame. The calculator shows the approximate monthly investment required.

Example

For example, to reach ₹50 lakh in 15 years with ₹2,00,000 already saved and an assumed 12% return, you may need to invest roughly ₹10,000–12,000 per month. This is an illustration only.

Important Factors

  • Target goal amount
  • Existing savings
  • Time available
  • Assumed rate of return
  • Consistency of investing
FAQs

Goal-Based Investment Calculator – FAQs

Talk to Us

Looking to take the next step?

Tell us what you need and our team will help you explore available options. No obligation.

  • Personalised guidance for your goal or requirement
  • Options from our associated companies and providers
  • Support from enquiry to application

Get an Enquiry

Our team will contact you shortly.

Product: Goal-Based Investment Calculator

We respect your privacy. Your details are used only to assist you.

WhatsApp
Call