✦ Maverick MF Advisor ✦

Build your
perfect MF plan

Personalised. Backtested. Goal-driven.
Choose your goal and we'll do the rest.

🌅
Retirement
Life after work
🎓
Child's Education
World-class degree
💍
Wedding
Big day planning
🚙
Dream Car
SUV or luxury ride
🏡
Own Home
Down payment goal
🌊
Dream Vacation
Maldives & beyond
Step 1 of 7

Your Profile

A few basics so we can personalise your plan.

Step 2 of 7

Goal Details

Tell us about your target — we'll calculate the inflation-adjusted corpus you need.

e.g. ₹50 lakh for a home down payment today

⚡ Prefilled based on RBI historical data for this goal

Preview only — your final plan uses backtested fund returns from live NAV data.

Step 3 of 7

Existing Investments

Already investing? Factor them in so we don't over-prescribe.

I have an existing MF corpus
Lump sum already invested in mutual funds

Default: 11% p.a.

I have an ongoing MF SIP
Monthly SIP already running

Default: 11% p.a.

Step 4 of 7

Step-Up SIP

Increase your SIP each year as your income grows — this dramatically reduces your starting SIP amount.

Enable Annual Step-Up
Increase SIP by a fixed % every year

Default: 10% per year. Adjust based on expected salary growth.

💡 Why Step-Up works: A ₹10,000 SIP with 10% annual step-up over 15 years creates the same corpus as a flat ₹17,500 SIP — at a much lower starting burden.

Step 5 of 7

Risk Profiling

Knowing your risk profile helps us pick the right mix of funds for your goal.

Would you like to take a short quiz to find your risk profile, or pick one yourself?

📈
Analysing your plan…
Fetching live NAV data from AMFI

Your Recommended Monthly SIP
₹—
SIP Scenarios
Return AssumptionMonthly SIPTotal InvestedExpected Corpus
Year-by-Year Wealth Journey
Your corpus growth vs. the target. Drag sliders to explore scenarios.
Recommended Portfolio
FundCategoryAllocationMonthly SIP Backtested XIRRSharpeTER %AUM (₹Cr)

* All direct plans. Backtested XIRR computed from live AMFI NAV history for your goal horizon.

Rebalancing Milestones
⚠️ AI-Generated Advisory — Important Disclaimer: This plan is generated by an algorithm analysing historical NAV data and standard financial planning assumptions. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. This is not SEBI-registered investment advice. Please consult a qualified financial adviser before making investment decisions.