Investment Goal Planner

Achieve your financial goals with investment funds!



Step 1: What's Your Goal?

Step 2: Investment Details

{{ years }} years

Your Investment Plan:

You need to invest ₱{{ formatNumber(monthlyContribution) }} monthly to achieve your dream {{ selectedGoal === 'custom' ? customGoal : selectedGoal }} of ₱{{ formatNumber(goalAmount) }} in {{ years }} years.

Total Investment Capital: ₱{{ formatNumber(totalInvestment) }}

Projected Investment Gain: ₱{{ formatNumber(investmentGain) }}

Future Investment Value: ₱{{ formatNumber(parseFloat(totalInvestment) + parseFloat(investmentGain)) }}

Return Percentage: {{ ((investmentGain / totalInvestment) * 100).toFixed(2) }}%




Investment Growth Visualization*


Investment Projection Table*

(Scroll to the bottom of the table to see yearly projection breakdown.)
Year Total Contributions Investment Gain Projected Value
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* Important Disclaimers:

1. The figures provided are projections of potential fund performance and are NOT GUARANTEED. They are for illustration purposes only.

2. The return on investment rates are based on historical average fund performance: Aggressive at 15% p.a., Moderate at 10% p.a., and Conservative at 5% p.a. Unsure of your risk profile? Know your risk profile here.

3. These projections assume all investments are made under the zero front-end load scheme.

4. Inflation effects have not been considered in these projections.

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