Goal-Based Investment Planning

Smart Investments for Life’s Important Milestones

At Sanchay Financial Services, we believe that every life goal deserves a solid financial foundation. Whether you're planning for your child's education, a dream vacation, or their marriage, our customized investment strategies help you achieve these milestones with confidence.

Child Education Planning

Give your child the gift of a world-class education without financial stress. Start early and benefit from compounding with our long-term education planning strategies.

  • Estimate future education costs
  • Create a disciplined SIP plan
  • Use child-focused mutual funds or ULIPs
  • Ensure risk cover with child insurance

Dream Travel Planning

Whether it's an international vacation or frequent domestic trips, we help you plan and invest in a way that makes your travel goals a reality—without impacting your core savings.

  • Plan travel budget based on timeline
  • Use short- to mid-term debt & hybrid funds
  • Set up a dedicated travel investment bucket
  • Ensure liquidity and safety of capital

Child Marriage Planning

Start saving today to celebrate your child’s wedding without financial burden. We guide you in creating a structured plan aligned with your timeline and expectations.

  • Plan with a long-term horizon
  • Invest in equity & hybrid mutual funds
  • Include inflation-adjusted growth projections
  • Regularly review and adjust portfolio

Start planning today to meet your future financial goals with confidence. Connect with Sanchay Financial Services for personalized goal-based investment advice.

Plan Your Goals with Us