This 10-minute video will explain to you why goal-based investment planning is important and how you can quickly create an investment plan for yourself using Google Spreadsheet or Excel.

I have also shared a Google Spreadsheet template that you can use to create your investment plan (see below).

If you find this video and spreadsheet useful, pay what you like to support our publication.

Goal Based Planning Template

Goal Based Planning Goal,Target Date,Target Amount,Current Value of Investment,As On Date,Monthly Savings,Expected RoR,Amount Accumulated On Target Date,Required Monthly Savings To Achieve The Target Marriage,01/01/2024,4,00,000,10,000,14/06/2021,6,000,6%,2,20,420,11,163 Foreign Trip,01/01/2031,...

docs.google.com

by: Anshul

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