Clear-headed financial
decision-making for your clients.
A precise suite of advisor-grade calculators — model SIPs, drawdowns, goals and retirement with inflation, step-ups, and year-by-year breakdowns. Export polished PDF reports for client meetings in one click.
Choose a calculator
SIP Calculator
Project future corpus with monthly SIP, optional lumpsum and annual step-up. See real (inflation-adjusted) value too.
SWP Calculator
Model monthly drawdowns with step-up withdrawals and pause periods. Identifies corpus depletion year.
Goal Planner
Set a target amount and horizon. Compute the SIP (or lumpsum) needed today, with inflation factored in.
Retirement Planner
Pre/post-retirement inflation & returns, expense modelling and SIP needed to close the gap.
EPF Decision
Quantify long-term corpus impact of contributing only the statutory minimum and investing the surplus at market returns.
Home Loan
Compare extra-EMI / lumpsum prepayment against investing the surplus. Full year-wise schedule.
Car Loan vs Lease
Personal auto loan vs corporate-lease (FBP). Net cost incl. salary deductions, perquisite, GST, residual.
Life Insurance Need
Recommended term cover via two methods — Human Life Value and goal-based Needs Analysis. Use the higher.
Income Tax · Take-home
Take-home salary, surcharge, cess, LTCG 1.25L exemption, and Corporate NPS (10%/14%) under both regimes.
Sign in to unlock the full toolkit
- • Client profiles + family members
- • Cash flows & Net-worth dashboards
- • Saved scenarios · Conservative/Aggressive tags
- • Client portal — magic-link read-only view
- • Co-branded multi-page PDF with compliance footer
- • Email reports via Resend · Audit log