Investor Resources / Tools & Calculators

Financial Calculators for SIPs, Goals, Loans, and Retirement

Eleven free calculators to plan a SIP, lumpsum, retirement corpus, EMI, or any life goal, plus a 5-pillar Financial Health Check that scores your overall finances in a few minutes.

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Most-Used Tools

SIP Calculator

Estimate the future value of a monthly SIP: total invested, projected value, and wealth gain, with a year-by-year growth chart.

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Financial Health Check

A free 5-pillar assessment covering savings rate, emergency fund, debt, insurance, and retirement investing, with an instant 0-100 score.

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All Calculators

Every Calculator, By Goal

Retirement Calculator

See your inflation-adjusted retirement corpus, the shortfall if any, and the monthly SIP needed to close it.

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Education Cost Calculator

Project your child's future education cost and the monthly SIP or lumpsum needed to fund it.

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Marriage Cost Calculator

Project the future cost of a wedding and the monthly SIP or lumpsum needed to fund it.

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Insurance Cost Calculator

Calculate the life insurance cover you need based on your income, outstanding debts, and family goals.

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EMI Calculator

See your monthly EMI, total interest, and total repayment for a home, car, or personal loan.

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Lump Sum Calculator

Project a one-time mutual fund investment's future value, wealth gain, and year-by-year growth.

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SIP Step-Up Calculator

Compare a flat SIP against one that increases every year to see how much more wealth a step-up builds.

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SIP Delay Calculator

See exactly what delaying your SIP costs you in lost corpus, and the higher SIP needed to catch up.

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Goal Calculator

Set any financial goal (cost, timeline, inflation, and return) to find the SIP or lumpsum it needs.

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Figures shown are illustrative projections based on historical data and assumed rates of return. They are not a guarantee, promise, or assurance of future performance. Actual returns will vary. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Our Team's Credentials

AMFI MF Distributor (2823) & MF/SIF Distributor (300788)

CFP Certification, FPSB India

MDRT (6x): Rekha Guliani

LUTCF, The American College of Insurance

Chairman Club, ICICI Prudential MF

A Calculator Gives You a Number. We Help You Build the Plan.

Run the numbers here, then talk to a member of our credentialed team to turn the projection into an actual investment or insurance plan.

A member of our team will confirm a time within one business day.

We do not charge anything for the guidance we provide. For any investments made through us, the AMCs may pay us a commission. Our recommendations are based on your risk profile, time horizon, and financial requirement, not on the commission we may earn.

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