Financial Calculators
20 professional planning tools — SIP, EMI, Retirement, Tax, and more. Plan smarter, invest better.
SIP Calculator
Calculate the future value of your Systematic Investment Plan and see the power of compounding.
*Returns are indicative. Mutual fund investments are subject to market risks.
Lumpsum Calculator
Estimate the future value of a one-time lump sum investment over a period of time.
*Returns are indicative. Actual returns may vary based on market conditions.
STP Calculator
Systematic Transfer Plan — calculate the benefit of transferring fixed amounts between funds regularly.
*Returns are assumed and indicative. Actual mutual fund returns vary based on market conditions.
SWP Calculator
Systematic Withdrawal Plan — plan regular income from your mutual fund corpus.
*Assumes constant rate. Actual fund performance may vary.
Retirement Planning
Calculate how much you need to save monthly to build your ideal retirement corpus.
*Based on assumed inflation and return rates. Consult our advisors for a personalised plan.
Delay Planning Calculator
See how much you lose by delaying investments — every year of delay costs you significantly.
*Start investing today — time in market beats timing the market.
Life Insurance Calculator
Estimate the ideal life insurance cover your family needs to maintain their lifestyle.
*Based on Human Life Value method. Consult our advisors for a personalised recommendation.
EMI Calculator
Calculate your Equated Monthly Instalment for any loan — home, personal, or vehicle.
*EMI calculated using standard formula. Actual EMI may vary based on lender terms.
Income Tax Calculator (FY 2025–26)
Estimate your tax liability under Old and New Tax Regimes for FY 2025–26.
*FY 2025-26 slab rates with 4% cess. Rebate u/s 87A applied. Consult a CA for exact computation.
Marriage Planning Calculator
Plan a dream wedding by calculating how much to save every month to reach your target corpus.
*Start early to reduce monthly burden. SIP in equity mutual funds can help beat inflation.
Education Planning Calculator
Calculate how much to save to fund your child's higher education.
*Education inflation is typically 8-10% p.a. Plan early for maximum compounding benefit.
Home Loan Calculator
Calculate your home loan EMI, total interest payable and amortization details.
*Home loan interest eligible for deduction u/s 24(b) up to ₹2L p.a. Consult a tax advisor.
Car Planning Calculator
Plan your dream car purchase — EMI and total cost calculator.
*A higher down payment reduces total interest. Consider insurance and maintenance costs.
Vacation Planning Calculator
Plan your dream vacation — calculate how much to save each month.
*Short-term goals (under 3 years) are better suited for debt mutual funds or liquid funds.
SIP Performance Analyzer
Analyze how your existing SIP has performed and compare with Nifty 50 benchmark returns.
*XIRR calculated using approximate annualized return. For precise XIRR, consult your portfolio statement.
STP Performance Analyzer
Measure how your STP strategy has performed across source and target funds.
*STP helps reduce timing risk by systematically moving from debt to equity.
SWP Performance Analyzer
Analyze how long your SWP corpus has/will last and total income generated.
*4% rule: withdraw 4% of corpus annually for a ~30-year retirement horizon.
Scheme Performance Comparator
Compare returns of two fund schemes side by side over the same investment period.
*Enter historical CAGR returns of actual schemes. Past performance does not guarantee future returns.
Fund Performance (CAGR)
Calculate the CAGR of a mutual fund given its starting and ending NAV.
*Enter NAV data from your fund factsheet or AMC website. AMFI: amfiindia.com
Ready to Start Investing?
Our SEBI-registered advisors will turn these numbers into a personalised wealth plan for you.