SBI - GOAL PLANNING

Invest for your every goal

We make it really simple for you, and we’re with you every step of the way. Simply choose your goal to get started.

  • Get my first crore

    Get my first crore

    Start building your first crore

  • Save Taxes

    Save Taxes

    fund-info
    • Disclaimer:

    • i. Surcharge on income above 50 lakhs is not considered for above computation.

      ii. Individuals having total income not exceeding Rs. 500,000 can avail rebate of lower of actual tax liability or Rs. 12,500.

      iii. In case of a resident individual of the age of 60 years or above but below 80 years, the basic exemption limit is Rs.300,000.

      iv. In case of a resident individual of age of 80 years or above, the basic exemption limit is Rs 500,000.

      v. Health and Education cess @ 4% on aggregate of base tax and surcharge

      vi. The above computation is basis the old Personal tax regime.

      vii. Income tax benefits to the mutual fund and unit holders will be based on prevailing tax laws

      viii. The information mentioned above is for general information and understanding purposes only and should not be construed as legal/tax /investment advice in any manner. Investors should consult their own tax consultant / financial advisor to understand specific tax implications arising out of their investment in Equity Linked Savings Schemes (ELSS). ELSS or tax saving mutual fund schemes help investors ( Individuals / HUF) save tax under Section 80C of the Income Tax Act, 1961. Investments in ELSS are subject to a lock-in period of 3 years and qualify for a tax deduction of upto Rs 1.5 lakh.

    Save upto 46,800 under 80C

  • Save for emergencies

    Save for emergencies

    Invest to use for a rainy day

  • Achieve lifestyle goals

    Achieve lifestyle goals Coming Soon

    Plan for every life event

Maximum Returns

I want to start investing for maximimum returns Coming Soon

If you have no specific goal in mind, we can guide you on where to invest your corpus

What is your name?

Please enter name

1 of 5

  • Years

    You retire at 40

  • What are your current monthly expenses?

  • How much do you want to invest right now?

    The amount can be ₹0

  • Risk Assesment Icon

    You haven’t taken your risk assessment test yet!

    Your risk profile helps us suggest the best schemes and plans for you

    Your risk assessment is complete

    5/10

    Score

    Investor

  • Help us know you better!

    It will help us personalise your portfolio recommendation

    Dependant

    Do you provide for others?

    • 0
    • Multiple
    Market

    The market is down, and so is your portfolio. What do you do?

    • Invest More
    • Switch to safer investment
    Returns

    When you invest, you look for?

    • High Returns
    • Dependable Income
    Loan

    Do you have outstanding credit or loan payments?

    • None
    • > Half of Salary
    Stratergy

    What is your principle for investing?

    • Little Risk
    • High Risk + High Returns
Hit Enter on your keyboard to continue or click next
Final Plan

Recommended Monthly SIP Amount

4,000/month

You can acheive your corpus of ₹* in years with a monthly SIP of ₹4,000.

*This is the inflation-adjusted estimate.

You can edit this plan below

Initial Investment

Please enter Initial Investment
Years

Goal Tenure

Please enter Tenure

Monthly Expenses

Please enter Monthly Expenses

Target Amount

Please enter Target Amount

Ideal case returns

We use historical returns of the last 5 Years for our estimates

  • Projected Amount

    1.32 Cr

  • Initial Investment

  • Monthly SIP Amount

  • Duration

    Years

Historical Returns :

Recommended plan for you

For a long term allocation like retirement, we suggest a balance of equity and debt in you portfolio. We have chosen the following schemes for you.

30% Debt

70% Equity

Recommended Portfolio

Modify Portfolio

SBI Bluechip Fund

EQUITY

Low Risk

  • Returns

    12.5% Regular-Growth

  • Allocation

    25%

  • Monthly SIP Amount

    ₹2,000

  • Lumpsum Amount

    ₹25,000

SBI Savings Fund

EQUITY

Moderately Low Risk

  • Returns

    12.5% Regular-Growth

  • Allocation

    25%

  • Monthly SIP Amount

    ₹2,000

  • Lumpsum Amount

    ₹25,000

SBI Dynamic Bond Fund

EQUITY

Moderately Risk

  • Returns

    12.5% Regular-Growth

  • Allocation

    25%

  • Monthly SIP Amount

    ₹2,000

  • Lumpsum Amount

    ₹25,000

SBI Gold Fund

EQUITY

Moderately Risk

  • Returns

    12.5% Regular-Growth

  • Allocation

    25%

  • Monthly SIP Amount

    ₹2,000

  • Lumpsum Amount

    ₹25,000

Projected Amount in years

loader

Loading...