Child Education & Marriage Solutions
Education and marriage are two of the largest expenses a family faces. We combine investments and protection so both goals are met, on time.
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GrokSecure your child's biggest milestones
Preparing for a child's future means investing for two big, date-bound goals. The right approach usually combines a growth-oriented investment for the corpus - such as mutual fund SIPs or Sukanya Samriddhi Yojana for a girl child - with life cover that helps secure the goal even if the earning parent isn't there to complete it.
Sukanya Samriddhi calculator →Investment + protection
Build the corpus and protect it at the same time.
- Goal-linked mutual fund SIPs
- Sukanya Samriddhi Yojana for daughters
- Term or child plans to protect the goal
Why it's worth it
From your first conversation to ongoing service, everything is built around your needs.
On-time funds
Corpus planned to be ready by the admission or wedding date.
Inflation-adjusted
Targets reflect future costs, not today's prices.
Goal protection
Insurance ensures the plan continues in any situation.
Gradual de-risking
Shift to safer options as the milestone nears.
Simple, transparent, personal
We listen first and understand completely before suggesting anything.
- 1Understand your goals, family situation, time horizon and comfort with risk
- 2Shortlist relevant options as incidental advice and explain them in plain language - costs, risks and all
- 3Take care of KYC, forms and documentation so getting started is hassle-free
- 4Review regularly and stay a phone call away whenever life changes
Frequently asked questions
Quick answers about child education & marriage solutions. Still have a question? We're happy to help.
How do I estimate the cost of my child's education and wedding?
Start with today's cost and inflate it to the target year. Education costs often rise faster than general inflation. We help you set realistic targets for each milestone.
Should I buy a child insurance plan?
Child plans offer premium waiver benefits but can be costlier. A term plan plus dedicated investments is often more efficient. We compare both for your situation.
Is Sukanya Samriddhi Yojana a good option?
For a girl child below 10, SSY offers government-backed, tax-free returns and a long lock-in that suits education and marriage goals. It works well alongside mutual funds.
How much should I invest each month?
It depends on the target amount, time left and expected returns. Our goal and SSY calculators give an estimate, which we refine with you.
What if I have more than one child?
Each child's milestones get their own plan and timeline, so progress can be tracked separately.
You may also be interested in
Mutual funds give you professionally managed, diversified exposure to equities, bonds, gold and more - with as little as a few hundred rupees a month.
Life insurance ensures your family is financially protected if you're not around. Choose from pure protection plans or plans that combine cover with savings.
Health insurance pays for hospitalisation and treatment so a medical emergency doesn't derail your finances. Choose the plan type that fits your family.
All our products
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Insurance is the subject matter of solicitation - read the policy terms, conditions and exclusions before concluding a sale. Fortunate Investments acts only as a distributor.
Need help choosing the right option?
Talk to us - we'll understand your needs and explain your options in plain language.