Step 1: Estimate the Total Cost of Education
Project how much you’ll need when your child starts college. Consider:
- Course type: engineering, medical, management, arts, etc.
- Location: India vs. abroad (tuition and living costs vary widely).
- Current fees: shortlist target colleges and note present costs.
- Education inflation: typically 8–12% p.a.
Step 2: Define the Time Horizon
Most students begin college at 18–20 years. A longer runway lets compounding work harder for you.
Step 3: Choose the Right Investment Options
- SIPs (Equity Mutual Funds): best for long-term growth via rupee-cost averaging.
- Gold / International Funds: diversify against domestic concentration.
- PPF: tax-free and government-backed—ideal for conservative allocation.
- Sukanya Samriddhi Yojana (SSY): attractive interest + tax benefits for girl children.
- Fixed Deposits (FDs): low risk, lower returns—best for stability, not growth.
Step 4: Calculate the Monthly Investment
Use the College Fund Planner to compute a personalised SIP.
Illustration:
- Invest ₹21,000/month for 15 years → corpus ≈ ₹1 crore.
- Delay start by 5 years → need ₹44,000/month for the same ₹1 crore.
Compounding reward goes to early starters.
Step 5: Open Investment Accounts & Choose Next Steps
- Create a dedicated education fund separate from savings.
- Consider investing via an HUF to optimise taxes.
- Diversify across equity, gold, and PPF/FDs.
Step 6: Monitor and Adjust Regularly
Review annually. Increase contributions after salary hikes, rebalance if equity drifts too high/low, and adapt if goals change.
Step 7: Teach Your Child About Money
Include your child in age-appropriate discussions about saving and investing. It builds responsible habits early.
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