Investment Goal Planner
Calculate required SIP or lump sum to reach your financial goals
Disclaimer
This calculator provides estimates for informational purposes only. Please consult a qualified tax advisor or accountant for accurate calculations and tax planning. Pathak Associates is not liable for any errors or decisions made based on this calculator.
Investment Goal Planning
Calculate how much to invest (SIP or lump sum) to reach your financial goals.
Goal Amount
Your target investment amount at the end period
Monthly SIP
Systematic investment plan amount required monthly
Lump Sum
One-time investment needed to reach your goal
Pro Tips
- Define your goal amount clearly (home, car, education, etc.)
- Set a realistic timeframe for achieving the goal
- Choose return assumptions based on asset allocation
- SIP is better for long-term goals; lump sum for near-term
Important Notes
• SIP benefit: Benefit from rupee cost averaging
• Lump sum: Maximizes compounding if you have surplus capital
• Current savings will grow at expected rate of return
• Inflation not considered; goal amount is in today's rupees
Need expert help filing your taxes?
Our CA team at Pathak Associates is ready to assist you.