All Calculators

10 of 33 tools available. Search, or filter by who they are for.

Value of Money & SIPs

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SIP Calculator What a monthly SIP grows into over time. Goal Based SIP Calculator The SIP needed to reach a specific target. Step Up SIP Calculator SIP growth when the instalment rises each year. Goal Based Step Up SIP Starting step-up SIP for a target corpus. Future & Present Value Move a sum forward or back in time. NPV Calculator Net present value of an uneven cash flow.

Plan For Goals

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Goal PlanningSoon Map goals to timelines and funding.
Child Education PlannerSoon Cost of education at admission, and the SIP for it.

Plan For Retirement

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Retirement Planning CalculatorSoon Corpus needed to retire comfortably.
Advanced Retirement PlannerSoon Full projection to life expectancy.
Monte Carlo SimulationSoon Plan survival across many market paths.
SWP Calculator How long a corpus lasts under withdrawals.
Corpus PlannerSoon Build a target corpus from where you are.

Insurance & Schemes

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Term Insurance Coverage NeedSoon Cover required by HLV and need-based methods.
IRR CalculatorSoon True return on a policy or cash-flow stream.

Tax Planning

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HRA CalculatorSoon Exempt portion of house rent allowance.
Tax HarvestingSoon Use the LTCG exemption before year end.

Loan & Buy vs Rent

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Loan EMI CalculatorSoon EMI, total interest and amortisation.
Cash Vs LoanSoon Pay cash or borrow and invest the difference.
Rent Vs BuySoon Renting and investing against buying.

Understand The Investor

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Risk Profile AssessmentSoon Eleven questions to a risk profile and allocation.
Personal Finance RatiosSoon Savings, liquidity, solvency and debt ratios.

Current Financial State

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BudgetingSoon Where the money actually goes each month.
Financial Planning Full plan: risk, goals, insurance, allocation, report.

Investment Guidance

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Asset RebalancerSoon Trades needed to return to target allocation.
Fund Bucket StrategistSoon Match fund categories to horizon and risk.
CAGR CalculatorSoon Annualised return between two values.
Investment Growth SolverSoon Solve for the missing variable in a growth equation.
Bond CompassSoon Yield, duration and price sensitivity.

MFD Business Tools

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MFD Income ProjectionsSoon Project trail income as your book grows.
Scale Up Your BusinessSoon What it takes to reach your AUM target.
Brokerage Analyzer Read and analyse your brokerage statement. MF Research Terminal Screen and compare schemes.