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Child Education Planning

Child Education Planning — AIO Capital

Child Education Planning

Give your child the freedom to choose—without money becoming the barrier. Plan early, stay consistent, and let compounding do the heavy lifting.

Education First Goal-Based Fee-Only

Why Plan for Education?

🚀 Rising Costs

Tuition inflation often outpaces general inflation. A structured plan protects your child’s dreams from cost shocks.

📅 Time Advantage

Starting early reduces monthly savings pressure and increases the role of compounding in reaching the goal.

🧭 Freedom of Choice

When funds are ready, your child can choose the right college, course, and country—without compromise.

Illustrative Cost Projection

Current Cost (₹)YearsInflationFuture Cost (₹)Monthly SIP (₹)
10,00,00088%18,99,00015,000
25,00,000109%59,23,00030,500
40,00,0001210%1,24,27,00042,000

*Illustrative purpose only. Not investment advice.

Your 4-Step Action Plan

1
Define the Goal
Course, country, year, and living costs.
2
Price the Future
Apply inflation to estimate corpus.
3
Choose the Mix
Use equity for growth, debt for safety.
4
Automate & Review
Run SIPs and review yearly.

Quick SIP Calculator

Inspiration

FAQs

Which funds are suitable for a long-term goal?

A diversified equity portfolio works best. Shift gradually to debt as the goal nears.

What if I start late?

Increase SIPs or use step-up SIPs (10% annually) to catch up.

How often should I review?

At least once a year — rebalance and adjust SIPs to inflation.

© 2025 AIO Capital Investment Services — Educational purpose only.


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