Meridian Private Wealth logo
No image yet

Digital · instant delivery

Financial Goal Planner

Cost every goal at its future price and see which ones compete.

₹1,199

Plus GST 18%

Delivery
Instant download after payment
Format
XLSX · 1.3 MB
Downloads
5 per purchase
SKU
MW-DIG-008

About this download

Two goals that each look affordable in isolation frequently turn out to be competing for the same monthly surplus. This planner costs each goal at its future price — using a separate inflation rate per category, because education does not rise at the same rate as a holiday — and shows the combined requirement against what you have available.

Where the total exceeds the surplus, it shows which levers close the gap: more time, more saving, or a smaller goal.

What is included

  • Up to 10 goals with individual timelines
  • Per-category inflation rates
  • Required monthly investment per goal
  • Combined requirement vs available surplus
  • Priority and trade-off worksheet

Reviews

No reviews yet. Reviews appear here once a verified buyer leaves one and it has been checked.