Family Solution Tool

Plan for your life goals with a simple, efficient tool that helps you invest better

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Systematic Investment Planner

Plan for your life goals with a simple, efficient tool that helps you invest better

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SWP Calculator

Generate regular income from your investments, by withdrawing a fixed amount at consistent intervals

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Return Value Calculator

Find out what the returns on your current investments will be valued at, in future

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Top Up SIP Calculator

Use the top up calculator to find out how much more your wealth can grow by topping up your SIP

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STP Calculator

Use this calculator to find out how much wealth you will accumulate and return on your investment by systematically transferring investments in liquid fund to an equity fund

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Child Education Calculator

Prepare for your child’s treasured dream through investing in SIP

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Mutual Fund Investment Planning

Whether you are a first-time investor or a seasoned campaigner, planning is always the first step towards your investment journey. By using our smart tools such as – Family Solution Tool, Systematic Investment Planner, SWP Calculator and Return Value Calculator you can plan your investments well and create wealth in the long-run.

Why should you plan your Investments using Mutual Funds?

With various Investment options such as stocks, gold real estate, mutual funds and so on, we can be certain each has its own merits and demerits and suits different needs for different investors.

Mutual Funds is one of the best possible investment solution for all kinds of investors. With Mutual Funds, investments are not just channelized in the required asset class, but also manages the risk through professional management of funds. Our Family Solution Tool aides you in creating a suitable mutual fund investment plan as per your needs.


Benefits of using Mutual Fund Financial Calculators?

  • You get to determine your estimated monthly investment amount based on desired goals.
  • Tailor-made calculators can help you derive the approximate duration needed for your investments to reach the desired milestone
  • Ascertain eventual investment target based on other variables such as assumed rate of returns and duration


Frequently asked questions

1. What are the most important aspects of financial planning?

Financial Planning is very important if an investor wants to achieve his financial goals in life. There are a lot of important aspects an investor needs to focus on. 1)Investment Planning- Investments play a key role in helping an investor to achieve his financial goals. Proper planning and right investments in different assets such as equities, bonds, cash, gold etc can help build a substantial corpus for the investor. 2)Retirement Planning- Having a proper retirement plan where an investor identifies his savings, expenses, retirement income can help ensure that an investor has enough funds to spend his retired life comfortably. 3)Planning for contingencies- It is very important to plan for contingencies so that an investor has the financial protection in case any unexpected event occurs.

2.Why is financial planning crucial?

  • Financial planning provides direction to your goals and dreams.
  • It encourages you to take smart steps and makes you a disciplined investor.
  • It provides financial security for you and your family.
  • By planning for your finances, you plan for a bright future.

3.How to plan your finances based on your goals?

  • The first step is to check your current financial situation by assessing your current income, tax, savings etc.
  • The next step is to set your financial goals for the short term and long term, these could be buying a car or a house, setting an emergency fund, child education, child marriage, retirement planning etc.
  • Then you need to set up an investment plan to achieve your goals. You can use our family solutions tool to help you come up with an investment plan. Click here to use the tool

  • An investor should define his goals in a clear manner and set a time frame to achieve them.
  • He / She should also keep in mind his / her risk tolerance before choosing a mutual fund
  • The investor should choose a fund which is in line with his / her investment objective. Click here to see all the available mutual fund schemes.

Disclaimer : This content is for information purposes only and is not an offer to sell or a solicitation to buy any mutual fund units/securities.These views alone are not sufficient and should not be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions and estimates included here constitute our view as of this date and are subject to change without notice. Neither SBI Mutual Fund / SBI Funds Management Private Limited / SBI Mutual Fund Trustee Company Private Limited, nor any person connected with it, accepts any liability arising from the use of this information. The recipient of this material should rely on their investigations and unlike the traditional investment avenues like PPF, NSC, Bank Fixed Deposit, investment in mutual funds is subject to market risks. Hence, the performance of these asset classes is not strictly comparable. In view of the individual circumstances and risk profile, each investor is advised to consult their investment/tax adviser(s) before any investment decision.


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