📊 Financial Tools & Calculators
Making informed financial decisions requires clarity — on returns, taxation, risk, and long-term goals. Our interactive tools help you compare mutual funds, estimate taxes, plan SIPs, track portfolios, and assess your financial health. Each tool is built on independent research and updated regularly.
🔍 How to use: Click any card below to open the dedicated tool page. Enter your own numbers (investment amount, tenure, expected returns, etc.) and get instant, customised results. All calculators are free and require no login.
Top 20 Mutual Fund Past Returns
Compare historical returns of leading mutual funds across categories — large cap, mid cap, small cap, and ELSS.
Mutual Fund Performance
Analyze rolling returns, Sharpe ratio, and benchmark outperformance for any mutual fund scheme.
Direct vs Regular Calculator
See the impact of expense ratios over 10–20 years. Direct plans can save crores in fees.
Mutual Fund Portfolio Review
Check scheme overlap, asset allocation, and risk concentration in your existing portfolio.
Mutual Fund Portfolio Tracker
Log your holdings to monitor XIRR, category-wise allocation, and real-time valuation.
Income Tax Calculator – New Regime (FY 2025–26)
Estimate tax liability under the new income tax regime with updated slabs and rebates.
SIP / Lumpsum / Goal Calculator
Compute future value of SIP, lumpsum, or the monthly investment needed for a target corpus.
Financial Goal Planner Calculator
Plan for retirement, children's education, or a vacation with inflation-adjusted savings targets.
Indian Equity Analysis
Screen stocks by fundamentals, technicals, and sector trends. Access company financials and ratios.
Chit Fund Calculator
Evaluate net returns, commission impact, and bidding strategies in chit fund schemes.
Property Return Calculator
Calculate rental yield, capital appreciation, and post-tax ROI on residential or commercial property.
Insurance Plan Calculator
Compare endowment/ULIP returns against “term + invest the rest” strategy. See real opportunity cost.
Assessment
Financial Literacy – Self Assessment
Test your understanding of compounding, inflation, emergency funds, and risk. Get a personalised score.
Health Check
Financial Health – Self Assessment
Evaluate savings rate, debt-to-income, emergency fund, and insurance cover. Get a health score.
Risk Profile
Wealth Management Risk Profile Questionnaire
Discover your risk tolerance: conservative, moderate, or aggressive. Align investments accordingly.
Expense Calculator – Individual / Group
Track monthly spending, split expenses with flatmates or family, and identify savings opportunities.