Wealth & Investments
Child Future Plan
Future PlanningCreate an inflation-aware investment roadmap for education and other important child milestones.
Get AssistanceKey benefits
How this service can help
- Goal and inflation-based planning
- Milestone contribution roadmap
- Diversified approach
- Periodic progress reviews
Who this is for
Investors seeking a goal-based approach matched to their horizon, liquidity needs and willingness to accept risk.
Key features
- Contribution depends on target and horizon
- Risk can reduce as the goal approaches
- Outcomes are not guaranteed
Eligibility / requirements
What is generally required
- Target amount and goal date
- Valid PAN and completed KYC
- Active bank account
- Goal, horizon and risk-profile discussion
Documents
Keep these details ready
- PAN and identity/address proof
- Cancelled cheque or bank proof
- KYC and FATCA declarations, as applicable
How it works
A clear, guided process
- STEP 1
Define milestone and present cost
- STEP 2
Estimate future target
- STEP 3
Choose allocation and contribution
- STEP 4
Review and rebalance
Frequently asked questions
Common questions
Who should consider Child Future Plan?
Suitability depends on your goal, time horizon, liquidity needs and risk profile. Review these factors before investing.
Are returns guaranteed?
No. Market-linked returns fluctuate and are not guaranteed.
Can I change or stop the plan?
Transaction, lock-in, exit-load and tax rules vary. Check the selected scheme terms before making changes.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Ready to take the next step?
Tell us what you need and our team will contact you with relevant guidance.
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