Capital Friends › Goal planner

Goal Planner

Plan retirement, a child's education, a house or any goal with the same planner that runs inside the Capital Friends app. It inflates today's cost to the goal year, works out the corpus and the monthly SIP, and suggests the equity–debt split for that horizon. No sign-in needed to plan; sign in, free, when you want your real investments counted against the goal.

What you can plan

• Retirement: corpus from today's expenses, inflation and a safe withdrawal rate that matches your retirement age.
• Child education: the start date is set from the child's age and the course; fees are inflated at education inflation.
• House, car, travel, wedding, emergency fund, or any custom goal.

What the sign-in adds

• Your real mutual funds, FDs and EPF counted for the goal: have-today versus need-today, on track or not.
• The glide path: how much to move from equity to safe each year as the date comes near, only in good markets.
• Alerts with action items when a goal drifts or a fund it depends on falls below its high, in a daily email.

Loading the planner… If it does not appear, use the SIP calculator or open the app.

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