Free downloadable planners and live goal calculators — built for Indian investors.
Downloadable planners, calculators, and questionnaires — designed for Indian investors, usable offline.
Calculate how much you need to retire comfortably in India. Accounts for inflation, EPF, PPF, NPS, and SWP strategy.
⬇ Download Excel PlannerFind your ideal term life cover, health insurance sum assured, and critical illness cover — based on your income, liabilities & family size.
⬇ Download Excel CalculatorA 10-question assessment that maps you to one of 5 investor profiles — conservative to aggressive — with recommended asset allocation.
⬇ Download PDFTrack multiple SIPs, visualize your goal progress, simulate step-up SIPs, and project your XIRR — all in one spreadsheet.
⬇ Download Excel SheetIndustry-standard calculators benchmarked against Groww and ET Money.
Compare buying (down payment + EMI + appreciation) against renting the same house and investing the difference in mutual funds.