Calculators·🎯

Goal Planner

Find how much you need to invest monthly (SIP) or as lumpsum to reach your financial goal.

Monthly SIP needed₹9,909
Lumpsum needed today₹9,13,481
Total invested (SIP)₹17,83,676
Goal amount₹50,00,000

Invest the SIP amount every month for 15 years at 12% p.a. to reach your goal.

Goal Planner

A goal planner works backward from a target corpus to tell you the monthly SIP — or the lumpsum today — needed to reach it by a given date, at an assumed rate of return.

Formula

Required monthly SIP = (Target × r) / (((1 + r)^n − 1) × (1 + r)); required lumpsum today = Target / (1 + annual rate)^years.

Worked example

Input: Target ₹50 lakh in 15 years at 12% annual return

Result: Required SIP ≈ ₹9,850/month, or a lumpsum today of ≈ ₹9.14 lakh

Frequently asked

What if I can't invest the required SIP amount?

Try a longer timeline or a higher (but realistic) return assumption — both reduce the required monthly amount, at the cost of more time or more risk.

Can I combine a lumpsum and a SIP toward one goal?

This calculator shows the two paths independently; for a mixed strategy, subtract your available lumpsum's future value from the target, then solve the remaining gap as a SIP.

Goal Planner: how it works

A goal planner reverses the SIP formula: you supply the target amount and horizon, and it returns the monthly contribution needed to reach it.

Formula

P = FV × i / (((1 + i)^n − 1) × (1 + i)), the SIP future-value formula solved for the instalment.