AP Kotak Securities INZ000200137 · NSE AP AP0291573301 · Boduppal, Hyderabad 500092 · +91 79959 72796
Investment Proposal
Goal Planning Calculator
⚠ Mutual Fund investments are subject to market risks. All projections are for illustration only. Not investment advice. ARN-309076.
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Goal Planning Calculator — SIP for Multiple Financial Goals
Goal Planning Tool
Map every financial milestone to a dedicated SIP. See the complete picture — total investment commitment, year-wise corpus build-up, inflation-adjusted costs, and how existing savings reduce what you need to invest.
What Makes This Different from a Simple Calculator
Most calculators give you one number: "SIP required." This tool shows you the complete funding picture — how each goal competes for your monthly budget, whether your existing savings are properly deployed, which goals are underfunded, and what your total financial commitment looks like across all timelines simultaneously. Named goals with specific timelines dramatically improve follow-through — this is behavioural finance, not just arithmetic.
Step 1 — Your Financial Profile (used to show affordability across all goals)
MF, FD, PF, Gold — all your current investments combined
Step 2 — Add Your Financial Goals
Quick add common goals:
Add Custom Goal
What this goal costs in today's money
Amount already set aside that compounds at return rate
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Add your first goal above to see your complete goal plan here.
Important: This is a Goal Planning tool. All projections are illustrative, based on constant assumed return rates, and do not constitute investment advice, a formal financial plan, or a portfolio recommendation. Inflation rates used are indicative based on historical Indian averages — actual inflation will vary. Existing savings grow at the same return rate as the SIP for simplicity. Guduru Anantha Eswari Rajeswari (ARN-309076) is a Mutual Fund Distributor, not a SEBI Registered Investment Adviser. Please consult a qualified professional for advice specific to your situation.
Eswari Guduru (ARN-309076) · Guduru Anantha Eswari Rajeswari · AMFI Registered Mutual Fund Distributor · Authorised Person — Kotak Securities Ltd (INZ000200137) · NSE AP AP0291573301 · Boduppal, Hyderabad 500092 · +91 79959 72796 · eswariguduru.com All projections are for illustration only. Returns not guaranteed. Constant assumed rates — actual MF returns fluctuate. Not investment advice. Not a SEBI Registered Investment Adviser. Read all scheme documents before investing. Tax calculations, where applicable, use FY2026-27 slabs — consult a CA for personal advice.
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