Resources & Tools

Financial planning calculators

Six tools covering the questions we get asked most. Everything runs in your browser — nothing you type is sent anywhere or stored.

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Systematic Investment Plan

What a fixed monthly investment could grow into.

Equity funds have historically ranged widely. Returns are not guaranteed.

Total invested₹ 0
Estimated returns₹ 0
Projected value ₹ 0
payments

Lumpsum investment

The future value of a one-time allocation.

Principal amount₹ 0
Estimated gain₹ 0
Maturity value ₹ 0
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Step-up SIP

What happens when your SIP grows with your income.

A 10% annual step-up roughly tracks a typical salary increment.

Total invested₹ 0
Estimated returns₹ 0
SIP in the final year₹ 0
Projected value ₹ 0
self_care

Retirement corpus

What your current lifestyle will cost, and what it takes to fund it.

EPF, PPF, NPS and any corpus already earmarked for retirement.

Monthly expenses at retirement₹ 0
Corpus required₹ 0
Existing savings will grow to₹ 0
Monthly SIP required ₹ 0

school

Education planning

What a degree will cost by the time your child gets there.

Cost when needed₹ 0
Still to be funded₹ 0
Or invest today as lumpsum₹ 0
Monthly SIP required ₹ 0

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Systematic Withdrawal Plan

Drawing a monthly income while the corpus stays invested.

Raising the withdrawal each year keeps your income level in real terms.

Total withdrawn₹ 0
Balance remaining₹ 0
Withdrawals plus balance ₹ 0

Year-by-year projection of the withdrawal plan
Year Opening balance Withdrawn Returns Closing balance

These calculators are illustrations based on the assumptions you enter. They are not a forecast, a guarantee or a recommendation, and actual returns will differ. Mutual fund investments are subject to market risks — read all scheme related documents carefully. Please speak to us before acting on any figure shown here.

Confused by the numbers?

Calculators give you an estimate. A plan gives you a decision. Let's turn one into the other.

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