Tools & Goal Calculators — Maverick Investor

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Tools Built for Your Financial Journey

Downloadable planners, calculators, and questionnaires — designed for Indian investors, usable offline.

Free

Retirement Corpus Planner

Calculate how much you need to retire comfortably in India. Accounts for inflation, EPF, PPF, NPS, and SWP strategy.

Download Excel Planner

Free

Insurance Need Calculator

Find your ideal term life cover, health insurance sum assured, and critical illness cover — based on your income, liabilities & family size.

Download Excel Calculator

Free

Risk Tolerance Questionnaire

A 10-question assessment that maps you to one of 5 investor profiles — conservative to aggressive — with recommended asset allocation.

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Free

SIP Goal Tracker Sheet

Track multiple SIPs, visualize your goal progress, simulate step-up SIPs, and project your XIRR — all in one spreadsheet.

Download Excel Sheet

Education

Cost today (₹)

Years away · 10 yrs

Expected return · 12%

Future cost (10% inf.)—

Monthly SIP needed—

Marriage

Budget today (₹)

Years away · 7 yrs

Expected return · 12%

Future cost (7% inf.)—

Monthly SIP needed—

Car

Car price today (₹)

Years away · 3 yrs

Expected return · 12%

Future cost (5% inf.)—

Monthly SIP needed—

Home

Down payment (₹)

Years away · 6 yrs

Expected return · 12%

Future cost (8% inf.)—

Monthly SIP needed—

Foreign Trip

Trip budget today (₹)

Years away · 2 yrs

Expected return · 12%

Future cost (5% inf.)—

Monthly SIP needed—

More Calculators

Step-up SIP · Lump Sum · EMI

Industry-standard calculators benchmarked against Groww and ET Money.

Step-up SIP

Monthly SIP · ₹10,000

Annual step-up · 10%

Duration · 15 yrs

Expected return · 12%

Corpus at maturity

—

Lump Sum

Investment amount · ₹1,00,000

Duration · 10 yrs

Expected return · 12%

Future value

—

Loan EMI

Loan amount · ₹30,00,000

Tenure · 20 yrs

Interest rate · 8%

Monthly EMI

—

Buy vs Rent

Should You Buy a House — or Rent & Invest?

Compare buying (down payment + EMI + appreciation) against renting the same house and investing the difference in mutual funds.

Your Numbers

Property price · ₹80.00 L

Down payment · 20% (₹16.00 L)

Stamp duty & registration · 7%

Loan interest rate · 8.5%

Loan tenure · 20 yrs

Monthly rent (same house) · ₹25,000

Rent escalation · 5%/yr

Property appreciation · 6%/yr

MF expected return · 12%/yr

Comparison horizon · 20 yrs

The Verdict

—

Monthly EMI

—

Total interest paid

—

Property value @ end

—

MF corpus @ end

—

Ignores maintenance, property tax, income tax & vacancy. Educational only — not investment advice.