Goal Based Investment
SEBI & AMFI Registered | ISO 27001 CertifiedGoal Based Investment
Turn your financial goals into reality with personalized investment plans.
Configure Goal
Enter your goal details
Goal Completion Time
Your goal will meet the target in 5 years
Max ₹25.00L
Suggested SIP Details
Monthly SIP₹61.9K
Est. Corpus by 2031₹50.00L
Total Investment₹37.13L
Est. Returns₹12.87L(34.6%)
Growth Projection
Corpus Invested
| Year | Estimated corpus | Total invested |
|---|---|---|
| 2026 | ₹0 | ₹0 |
| 2027 | ₹7.90L | ₹7.43L |
| 2028 | ₹16.73L | ₹14.85L |
| 2029 | ₹26.60L | ₹22.28L |
| 2030 | ₹37.65L | ₹29.71L |
| 2031 | ₹50.00L | ₹37.13L |
Suggested Basket
Basket DetailsView full funds & analysis
*Investments are subject to market risk.
Illustrative projections only,
not investment advice.
Goal-Based Investing Overview
What is Goal Based Investment
Goal-based investing makes financial planning easier by breaking large goals into manageable monthly investments. Instead of guessing how much to invest, you can calculate the investment required to reach your target amount within your chosen time frame.
Benefits include:
- Invest with a clear financial objective
- Build wealth through disciplined SIP investing
- Track progress towards each goal
- Manage multiple financial goals in one place
- Stay invested for long-term growth
How Goal-Based Investment Works
Creating a goal-based investment plan is simple:
- Select your financial goal.
- Enter your target amount and investment timeline.
- Get an estimated monthly SIP or lump-sum investment.
- Start investing in recommended mutual funds.
- Track your progress and stay on course until you achieve your goal.
Why Invest Through Rupeezy?
Rupeezy simplifies goal-based investing with an intuitive platform designed for long-term investors.
- Create multiple investment goals
- Start SIPs online
- Invest in a wide range of mutual funds
- Monitor goal progress in one dashboard
- Paperless investing experience
- Secure investment platform