Milestone Wealth Creation
AMFI ARN-281405 / APMI APRN08615
Children's Education Planning
Higher education inflation in India and abroad ranges between 10% to 12% annually. True Investment Services helps parents calculate exact future university costs and build dedicated goal portfolios that mature smoothly when fees fall due.
Key Highlights & Strategy Framework
Education Inflation-Mapped Goal Projections
Automated Child Milestone SIP Strategies
Derisking Mechanism: Equity to Debt Transition 2-3 Years Before College
Nominee and Minor Folio Structuring Assistance
Value Proposition
Our Solutions & Your Benefits
Zero Debt Burden
Eliminates the stress of expensive education loans at high interest rates.
Inflation Immunity
Harnesses equity returns to outpace steep 10%+ educational inflation.
Automatic De-risking
Safeguards your accumulated wealth from market dips just when fees are due.
Dedicated Milestone Focus
Prevents premature dipping into child education funds for other household expenses.
How We Work With You
01
Determine the target degree, country of study, and years remaining until college
02
Calculate the future tuition and living corpus factoring in education inflation
03
Structure aggressive/moderate equity SIP portfolios for maximum compounding
04
Gradually de-risk into high-quality liquid/debt funds as college admission nears
Frequently Asked Questions
Yes! Folios can be registered in the name of the minor child with the parent or legal guardian as the operating signatory.
The earlier you start, the greater the compounding advantage. Starting when your child is 2-5 years old allows 13-16 years of compounding, drastically reducing the monthly SIP burden.
Statutory Regulatory Disclaimer:
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
