Goal Based Top Up SIP Planner - Globe Capital

Goal based Top Up SIP

Goal Systematic Investment plan helps the investors to make SIP investments with an objective to meet a pre-assigned Goal like Child education, Marriage, home, retirement etc.

Tell us about your financial goal

My financial goal is Rs

for an investment period

years with

Expected Return Per Annum?
SIP Top-Up (% per annum)


It depends upon individual’s financial goal , it is advisable to invest 30% to 40% of the income in SIP.

Yes, one can invest in multiple SIP’s at the same time

Major benefits are :

  • Rupee cost averaging
  • Low investment amount
  • makes market timing irrelevant
  • Disciplined approach

Yes in Globe we can start with min Rs.500 p/m

Only fund management charges are applicable as per fund AMC.

No ,we cannot .One has to opt new scheme only.

Client can view performance from Globe website and globecapital.my-portfolio.co.in

Yes, with applicable exit load.

It is suitable for both but better for long term purpose.

Yes, one can start with min Rs.500 investment.

Monthly SIP Amount
Rs. 109
Total Amount Invested in 25 years
Rs. 1,08,300
Total Growth Amount
Rs. 3,59,732
Final Amount
Rs. 4,68,032