Child Education Planning

Secure Your Child's Bright Future – Today

Education costs are rising faster than inflation. Start planning now to ensure your child's dreams don't face financial barriers. Our comprehensive education planning solutions help you build the corpus needed for engineering, medical, MBA, or any professional course.

Education Inflation in India (2025)

Why Early Planning is Critical

10-12%

Annual Education Inflation

Education costs rise 2x faster than general inflation, doubling every 6-7 years

₹50L-2Cr

Average Course Cost Range

Engineering, Medical, MBA courses can cost ₹50L to ₹2 Crores in tier-1 cities

15-18

Years to Plan

Starting early gives you time to build corpus through systematic investing

Important: Education inflation is significantly higher than general inflation

While general inflation in India is around 6-7%, education costs rise at 10-12% annually. This means a course costing ₹20L today will cost approximately ₹1.2-1.5 Crores in 15 years. This is why goal-based planning with equity investments is essential to beat education inflation.

Education Cost Calculator

Calculate Your Child's Education Cost

Adjust the sliders to see projected costs and required monthly SIP

0 years15 years
8%15%

Projected Cost in 2035

₹56,78,842

Monthly SIP Required

₹69,534

Projected Cost in 2040

₹95,69,179

Monthly SIP Required

₹41,598

Projected Cost in 2045

₹1,61,24,623

Monthly SIP Required

₹32,276

Investment Strategy

Recommended Model Portfolios

Asset allocation recommendations based on your risk profile and time horizon

conservative Portfolio

9% Expected Return
Large Cap20%
Flexi Cap30%
Mid/Small Cap10%
Debt/International40%

moderate Portfolio

11% Expected Return
Large Cap30%
Flexi Cap40%
Mid/Small Cap20%
Debt/International10%

aggressive Portfolio

12% Expected Return
Large Cap25%
Flexi Cap35%
Mid/Small Cap25%
Debt/International15%

Risk Level Explanation

Conservative: Suitable for risk-averse investors or when goal is within 5-7 years. Higher debt allocation provides stability.

Moderate: Balanced approach for most investors with 10-15 year horizons. Optimal balance between growth and stability.

Aggressive: For long-term goals (15+ years) and risk-tolerant investors. Higher equity allocation maximizes growth potential to beat education inflation.

Success Story

Real Client Success

The Patel Family, Ahmedabad

When Mr. and Mrs. Patel approached us in 2018, their daughter was 8 years old, and they wanted to plan for her engineering education. They had no specific plan and were investing randomly in various instruments.

Our Solution: We created a goal-based education plan targeting ₹1.2 Crores for a tier-1 engineering college in 2030. We recommended a moderate portfolio with 70% equity allocation and a monthly SIP of ₹25,000.

Result: By 2024, their corpus had grown to ₹18L from systematic investing, and they're on track to achieve their goal. The disciplined approach and regular reviews have given them confidence and peace of mind.

Starting Age:8 years
Monthly SIP:₹25,000
Current Corpus:₹18 Lakhs

Comparison

Goal-Based SIP vs Traditional RD/FD vs Lumpsum

AspectGoal-Based SIPTraditional RD/FDLumpsum
Goal ClarityClear target corpus with specific timelineNo specific target, random investingLimited flexibility, timing risk
DisciplineSystematic SIP aligned to goal timelineIrregular investments, often missedLimited flexibility, timing risk
Asset AllocationOptimized based on time horizonNo strategic allocationLimited flexibility, timing risk
Probability of Achievement85-90% with disciplined approach40-50% due to lack of focusLimited flexibility, timing risk
Tax BenefitsSection 80C, tax-efficient withdrawalsLimited tax planningLimited flexibility, timing risk
Emotional DecisionsReduced, goal-focused approachHigh, market-driven decisionsLimited flexibility, timing risk

Tax Benefits

Tax Benefits Under Section 80C & Children-Specific Options

Section 80C Benefits

  • ELSS Mutual Funds: Up to ₹1.5L deduction, 3-year lock-in
  • PPF: Tax-free returns, 15-year tenure
  • Child Education Plans: Tax-efficient growth

Children-Specific Options

  • Sukanya Samriddhi Yojana (for daughters): 7.6% interest, tax benefits
  • Child Mutual Funds: Long-term wealth creation
  • Education Savings Plans: Goal-aligned investments

Book Free Consultation with Certified Financial Planner

Get personalized education planning advice from our experienced experts in Ahmedabad or via Zoom

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IRDA Authorized
NJ Business Partner
30+ Years Experience

Related Goals

Frequently Asked Questions

Common Questions

Education inflation in India typically ranges between 10-12% annually, significantly higher than general inflation (6-7%). This means education costs double approximately every 6-7 years. For professional courses like engineering and medical, the inflation can be even higher at 12-15% per year. It's crucial to account for this when planning your child's education fund.

The amount depends on several factors: your child's current age, the type of course (engineering, medical, MBA, etc.), location (tier 1/2/3 city or overseas), and the inflation rate. For example, a 4-year engineering course in a tier-1 city that costs ₹20L today could cost ₹1.2-1.5 Crores in 15 years at 11% education inflation. Use our calculator above to get personalized estimates based on your specific situation.

You can claim tax benefits under Section 80C for investments in ELSS mutual funds, PPF, Sukanya Samriddhi Yojana (for daughters), and other eligible instruments up to ₹1.5L per year. Additionally, Section 80D allows deductions for health insurance premiums. For education expenses, Section 10(14) provides tax exemption on education allowance. Child-specific mutual funds and education savings plans also offer tax-efficient growth.

The earlier, the better! Starting when your child is born or in early childhood gives you 15-18 years to accumulate the required corpus. This allows you to invest smaller monthly amounts and benefit from compounding. However, it's never too late to start. Even if you begin when your child is 10-12 years old, systematic investing can still help you build a substantial education fund.

For long-term education goals (10+ years), we recommend an equity-heavy portfolio (70-80% equity, 20-30% debt) to beat education inflation. As the goal approaches (within 3-5 years), gradually shift to more conservative allocation (40-50% equity, 50-60% debt) to protect the corpus. Our model portfolios above provide specific allocation recommendations based on your risk profile and time horizon.

HRP Wealth | Financial & Investment Expert | Ahmedabad