Investment Planner

Build long-term wealth using SIP, lumpsum, retirement and portfolio strategies.

💡 Get your personalized investment plan in 30 seconds

✔ Free Planning | ✔ No Spam | ✔ Expert Guidance

SIP Growth Engine

SIP, Step-Up SIP and SWP — model your monthly investing journey with real-time corpus projections.

Current mode

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Projected Corpus

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At maturity

Wealth Gain

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Above invested

Expected Return

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Annual assumption

Investment Controls

Tune inputs. Dashboard updates instantly.

SIP MODE

Investment Mood

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Power Insight

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Ready to start your SIP journey?

Start SIP early to benefit from compounding. Increase SIP yearly by 10% to accelerate wealth creation.

SIP Projection

Live

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Adjust inputs to see your SIP corpus grow.

Invested

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Gains

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Multiple

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Investment Insights

Corpus Growth Curve

Year-by-year corpus vs invested capital.

Milestones

Key corpus checkpoints.

💡 Investment Tip: Start SIP early to benefit from compounding. Increase SIP yearly by 10% to build significantly more wealth.

Lumpsum Calculator

Model a one-time investment and see how it compounds over time. Compare with SIP and goal-based planning.

Current Mode

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Future Value

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At maturity

Total Gain

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Over invested

Return Rate

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Annual rate

Investment Controls

Tune inputs for real-time lumpsum results.

LUMPSUM

Investment Mood

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Power Insight

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Maximize your lumpsum returns

Diversify portfolio across asset classes. Invest lumpsum when markets are down for better entry points.

Lumpsum Projection

Live

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Adjust inputs to see your lumpsum grow.

Invested

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Gains

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Multiple

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Investment Insights

Compounding Path

How your lumpsum grows year by year.

Growth Milestones

Value checkpoints over your horizon.

💡 Investment Tip: Diversify portfolio across asset classes. Avoid timing the market — time in market beats timing the market.

CAGR Calculator

Calculate annualized return rates, use the Rule of 72 to find doubling time, and benchmark your portfolio performance.

Current Mode

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CAGR

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Annualized return

Total Return

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Absolute gain

Doubling Time

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Rule of 72

Investment Controls

Enter start and end values to compute CAGR.

CAGR

Return Grade

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Benchmark

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Is your portfolio performing well?

Compare your CAGR against Nifty 50 (12–15%), FD (6–7%) and inflation (6%). Know if you are beating the market.

CAGR Result

Live

Enter start and end values to compute your annualized return rate.

Start Value

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End Value

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Multiple

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Return Analysis

Growth Path

Illustrative path from start to end value at computed CAGR.

Value Milestones

Projected value at key intervals.

💡 Benchmark: Nifty 50 historical CAGR ~12–15% | FD ~6–7% | Inflation ~6% | Beat inflation to create real wealth.

Retirement Planner

Calculate the corpus you need, the SIP required to get there, and how long your savings will last after retirement.

Current Mode

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Corpus Needed

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Inflation-adjusted

SIP Required

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Monthly investment

Years to Retire

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Planning horizon

Investment Controls

Set your retirement goals and see the plan.

RETIREMENT

Retirement Mood

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Key Signal

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Build your retirement corpus early

Every year of delay increases the required SIP significantly. Starting at 25 vs 35 can halve your monthly requirement.

Retirement Corpus

Live

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Adjust inputs to calculate your retirement corpus requirement.

Monthly Expense

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Corpus Needed

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SIP Required

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Retirement Insights

Corpus Build-Up

Projected corpus accumulation vs requirement.

Retirement Milestones

Corpus at key intervals on your journey.

💡 Retirement Tip: Start building your corpus now. Inflation erodes purchasing power — your corpus must be inflation-adjusted to sustain your lifestyle.

Portfolio Planner

Design your ideal asset allocation across Equity, Debt and Gold. Rebalance, assess risk and model portfolio returns.

Current Mode

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Expected Return

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Blended annual

Risk Level

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Portfolio risk score

10-Year Value

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On ₹10L invested

Investment Controls

Set allocation % across asset classes.

ALLOCATOR

Portfolio Type

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Strategy Signal

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Get a tailored portfolio plan

The right asset mix depends on your age, risk appetite and goal timeline. Our advisors build it for free.

Portfolio Mix

Live

Adjust allocation to model your portfolio blended return.

Equity

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Debt

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Gold

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Portfolio Insights

Asset Allocation

Portfolio split across asset classes.

10-Year Projection

How ₹10L grows in each asset class over 10 years.

💡 Portfolio Tip: Diversify across asset classes. Rebalance once a year to maintain your target allocation.

Investment Planner

SIP Growth Engine

Lumpsum Calculator

CAGR Calculator

Retirement Planner

Portfolio Planner

Get Your Investment Plan