Specific Goal Based Planning

Child Education & Marriage

As a parent, you would not like to compromise your child’s bright future regardless of the rising cost of living. Most of the parents start saving for child’s education from the birth of child, which is a great. You too need comprehensive financial planning for your child’s education/ developmental needs. Here is the 5 step guide for your child’s future planning.

  • set a Target Date
  • set a Target Amount in Today’s Term
  • find out the Amount you need on target date
  • estimate the return which you can get
  • generate over your investments
  • calculate per month Contribution


Buying a Dream Home

Owning a house has been a dream in almost all of us. But it’s undoubtedly a big decision in anyone’s life. There are few monetary aspects that matter in taking the big decision. Ask yourself the following questions before going to purchase a house:

  • What is the future value of the dream home I want to buy?
  • Will I have enough savings to pay Loan EMIs?
  • What will be the total cost of buying house?
  • Am I having adequate investments to make the make down payment?
  • Can you afford to take the extra burden or seem better to stay in a rented house?

    Analyze your monthly spending and judge your affordability.

Buying a Dream Car

Dream car is no longer a dream. Be ready to put your seat belts on and go for a ride. Check how much you need to save for your dream car

Dream Vacation

Everyone dreams of going on a grand vacation at some time during their lives. It can be overwhelming, however, when you sit down to actually plan your trip, many considerations go into planning a vacation. Planning your vacation and increase your chances of enjoyable vacation.


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