1. Goal2. Details3. Your plan
What are you planning for?
Your goal
Your plan
Future cost of your goal—
Monthly SIP needed—
Or a one-time investment of—
Total you'll invest via SIP—
Projections are illustrative, assume constant returns and are not guaranteed. Mutual fund investments are subject to market risks.
Good to Know
Goal Wizard — Frequently Asked Questions
It helps you turn a life goal — a home, education, retirement — into a target amount and a monthly investment to get there.
No, it is an educational planning aid based on your inputs and assumptions, not a recommendation or guarantee.
Yes — once you have a target, your Relationship Manager can help you choose suitable products and set up SIPs.
Yes — run the wizard for each goal and prioritise them by time horizon and importance.