The Complete 17 Wealth & Mutual Fund Calculators
Everything you need to engineer your financial freedom—from monthly SIP compounding and annual step-ups to retirement nest eggs, overseas education, and post-tax returns.
Indian SIP Return Calculator
Calculate compound growth of monthly systematic investments over 1 to 30 years with inflation adjustment.
Step-up (Top-up) SIP Calculator
Model stepping up your monthly SIP by 5% to 15% each year with salary hikes to double your retirement corpus.
Lumpsum Growth Calculator
Estimate exponential returns of one-time deposits in equity and hybrid funds using the Rule of 72.
SIP vs Lumpsum Calculator
Compare upfront lumpsum compounding against rupee cost averaging monthly SIP to pick the best path.
Existing Investment Future-Value
See how your already accumulated mutual fund portfolio compounds over time with or without ongoing SIP.
SWP Monthly Pension Calculator
Calculate tax-efficient monthly pension withdrawals from mutual funds while preserving principal capital.
STP Transfer Plan Calculator
Stagger a lumpsum from safe liquid funds into equity funds over 12-24 months to neutralize market peaks.
SIP Required for Target Corpus
Determine the exact monthly SIP required to hit ₹50 Lakhs, ₹1 Crore, or ₹5 Crores over your chosen horizon.
Goal-Based SIP Calculator
Tag investments to specific life milestones and factor in real inflation to avoid capital shortfalls.
Retirement & Pension Planner
Calculate the exact retirement nest egg and monthly SIP required to maintain your lifestyle until age 85.
Child Higher Education Calculator
Account for 9%+ education inflation and fund domestic or overseas university degrees debt-free.
Marriage Goal Calculator
Plan for wedding celebrations and gold jewelry with equity & gold ETFs without expensive personal loans.
Home Purchase Down Payment
Accumulate a 25%-35% property down payment to save tens of lakhs in 20-year home loan bank interest.
Mutual Fund Return & Tax Calculator
Calculate gross and net in-hand returns under current Indian capital gains taxation (12.5% LTCG, 20% STCG).
CAGR (Annualized Return) Calculator
Calculate exact Compound Annual Growth Rate and compare against Fixed Deposits, Gold, and Nifty 50.
XIRR Irregular Cashflow Solver
Evaluate exact returns for multiple irregular cash flows and monthly SIP statements via Newton-Raphson solver.
Inflation & Purchasing Power Calculator
Visualize currency purchasing power decay over 10-30 years and calculate returns required to beat inflation.
Need Personalized Allocation Across These Goals?
Calculators provide exact mathematics, but picking high-alpha schemes, avoiding high expense ratios, and periodic rebalancing is where professional guidance creates real alpha.