Generating Education Plan

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Child Education Planning Calculator

Secure your child's future with intelligent education planning. Calculate the corpus needed and create a tailored investment strategy.

20+ Years of Financial Planning Experience

Child's Profile

Child's Name Child's Age 5 years 0 6 12 18 Education Details Financial Planning Investment Strategy

Education Goals

Education Start Age ℹ️ Age at which higher education will begin (typically 18 for undergraduate) 18 years 16 18 21 25 13 years to higher education Education Duration ℹ️ Total duration of higher education (typically 3-5 years) 4 years 2 4 6 8

Cost Estimation

Current Annual Cost ℹ️ Current annual cost of desired education program (in today's value) ₹5,00,000 ₹1L ₹10L ₹25L ₹50L Inflation Rate ℹ️ Expected annual education inflation (typically 7-10% in India) 8% 5% 8% 11% 14% Engineering ₹3-6L/year Medical ₹10-25L/year MBA ₹8-20L/year Undergraduate ₹2-5L/year Study Abroad ₹20-50L/year

Current Savings

Current Education Fund ℹ️ Amount already saved/invested for child's education ₹2,50,000 ₹0 ₹5L ₹25L ₹50L Monthly Savings ℹ️ Amount you can save for education every month ₹15,000 ₹5K ₹25K ₹50K ₹1L

Investment Returns

Expected Return Rate ℹ️ Expected annual return on education investments 12% 6% 9% 12% 15% Annual Increase in Savings ℹ️ Annual increase in monthly savings (matching salary increments) 10% 0% 5% 10% 15%

Risk Management

Safety Margin ℹ️ Additional buffer for unexpected cost increases (recommended 10-20%) 15% 5% 15% 25% 30% Debt Component ℹ️ Percentage of education cost you plan to fund through loans 20% 0% 20% 40% 50%

Additional Factors

Scholarship/Other Funding ℹ️ Expected scholarships, grants, or other funding sources ₹5,00,000 ₹0 ₹5L ₹10L ₹20L Other Assets ℹ️ Other assets that can be liquidated for education ₹3,00,000 ₹0 ₹5L ₹25L ₹1Cr

Education Planning Analysis

Total Education Cost

₹35.2 L Future value at education start

Monthly Investment Needed

₹18,500 To reach education goal

Total You'll Invest

₹22.1 L In today's value

Corpus Needed at Start

₹28.4 L After considering current savings

Years to Save

13 years Time until education begins

Success Probability

85% Based on current plan

Key Insights

Current Fund Coverage

14%

Annual Cost at Start

₹13.6 L

Wealth Gain

₹13.1 L

Funding Gap

₹5.9 L

Education Fund Growth Projection

Visualize how your education fund will grow over time and when withdrawals will be needed.

Education Timeline

Key milestones in your child's education journey based on your current plan.

Recommended Investment Options

Equity Mutual Funds

Long-term growth through diversified equity portfolios. Ideal for time horizon > 5 years.

Sukanya Samriddhi Yojana

Government scheme for girl child with tax benefits under Section 80C.

Public Provident Fund (PPF)

Long-term savings with sovereign guarantee and tax benefits.

Balanced Advantage Funds

Dynamic asset allocation funds that adjust equity-debt mix based on market valuation.

Get Your Personalized Education Plan

As a financial advisor with 20+ years of experience, I can help you create a customized education funding strategy that aligns with your financial goals and risk tolerance.

Detailed Education Plan

40+ page comprehensive education planning report

Portfolio Allocation

Customized investment strategy for education goals

Free Consultation

45-minute strategy session to review your education plan

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Important Disclaimer

This education planning calculator provides estimates based on the inputs provided. Please note: