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🧮 Financial Calculators & Planning Suite
17 specialized calculators for SIPs, inflation goals, peer discovery, tax optimization, net worth, and peer comparisons.
📈 Investment & Growth Accumulation
7 Tools
SIP Calculator
Monthly mutual fund investment → Future Value, CAGR & historical NAV XIRR.
Lumpsum Calculator
One-time investment growth projection across multi-year horizons.
SWP Calculator
Systematic Withdrawal Plan — simulate monthly payout and corpus longevity.
Step-Up SIP Calculator
Annual percentage increase in monthly SIP → accelerated wealth accumulation.
STP Calculator
Systematic Transfer Plan from debt fund to equity fund over time.
XIRR Calculator
Calculate exact annualized return (IRR) for irregular cashflows and SIPs.
Rolling Return Calculator
Analyze 1Y–10Y rolling return distributions and consistency vs benchmark.
🔍 Research & Peer Comparison
6 Tools
Research Report Generator
Generate comprehensive institutional PDF research reports with 6-pillar scorecards & quantitative model classification.
Peer Comparison Calculator
Find closest category peers for any fund & launch 5-fund comparison.
Fund Comparison
Compare up to 5 mutual funds side-by-side on returns, risk, portfolio & charts.
Fund Overlap Checker
Stock-level overlap & common holding percentage between two funds.
AMC Comparison
Compare 2–4 fund houses side-by-side on AUM, returns, risk, costs & quality.
Category Comparison
Compare 2–4 SEBI categories across 35+ metrics — returns, risk & mandates.
🎯 Goals & Life Event Planning
3 Tools