Step by Step Goal Planning using Mutual Funds

Most investors struggle because they choose the wrong fund category. This video breaks down a simple, goal-linked framework that helps you decide exactly which category fits your timeline, priority and future value needs. You will understand how to assess a goal, estimate its future cost, and match it with the right mix of equity and debt. We will also cover how to calculate the SIP amount correctly and why a buffer is essential for long-term planning. If you want clarity on how to align your goals, timelines and mutual fund categories in a practical way, this video will give you the structure you need. ______________________________________________________________________________ Get in Touch: ⏩ Email Us - [email protected] 🌐 Website - https://www.finology.in/ 📞 For queries, contact - 022-489-66660 _________________________________________________________________________________________ ➡️ Explore The Finology Personal Finance Course: https://tinyurl.com/personal-finance-yt ➡️ Join my WhatsApp channel: https://whatsapp.com/channel/0029Va8OXlYBVJl0V9G87p1O ➡️Buy Investonomy: https://amzn.to/4jkeM09 ➡️Tune in on Spotify: https://tinyurl.com/spotifypkp ➡️Tune in on Apple Podcasts: https://tinyurl.com/applepodcastpk ➡️Goal SIP Calculator: https://www.mutualfundssahihai.com/en/calculators/goal-sip-calculator/ _________________________________________________________________________________________ Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This content is not investment advice or a recommendation. Past performance does not guarantee future results. Data, expense ratios, portfolio holdings, and riskometer classification can change. Viewers should conduct their own research and consult a registered investment adviser before making any investment decisions. Disclosure: Mr Pranjal Kamra, the Director of Finology Ventures Private Limited, is a SEBI-registered investment Adviser with registration No: INA000012218. He further confirms that he does not hold any beneficial ownership or interest in the securities discussed, nor has he received any compensation related to the views expressed.