Pick a question
Each one takes a minute or two and gives you a number you can act on.
Portfolio check
Upload your statement or add your funds to see real stock overlap, what you pay in commissions and where the portfolio is lopsided.
Check your portfolio Fund check · 1 minuteIs there a better fund than yours?
Where your fund ranks in its category over 1, 3 and 5 years, against an index fund, and which funds did better.
Check a fund Comparison · 1 minuteCompare two mutual funds
Two funds side by side: returns over 1, 3 and 5 years, category rank and cost.
Compare funds Calculator · 1 minuteRegular vs direct: the commission leak
The rupees a regular plan quietly pays out in commissions over 10 to 20 years.
Check your number Calculator · 1 minuteTax harvesting check
How much of this year's ₹1.25 lakh tax-free limit you have left, and what to book before 31 March.
Check your limit Check-up · 2 minutesMoney health score
Nine questions on safety net, cover, saving, debt and investing. A score, and three fixes.
Take the check-up Calculator · 2 minutesGoal planner
The monthly SIP for an education, a home or any goal, with inflation and step-ups built in.
Plan a goal Calculator · 2 minutesOld vs new tax regime
Your tax both ways for 2026-27, and the deductions you would need for the old regime to win.
Compare regimes Calculator · 2 minutesRetirement and FIRE calculator
Your retirement number, whether you are on track, and the earliest age your plan gets you there.
Find your number Calculator · 1 minuteFD vs debt funds vs bonds
What a fixed deposit really earns after tax and inflation, against three alternatives in your slab.
Compare after tax Calculator · 1 minuteSIP calculator
What a monthly SIP grows to, with yearly step-ups, and what that is worth after inflation.
Calculate a SIP Calculator · 1 minuteLumpsum calculator
What a one-time investment grows to, its value after inflation, and how spreading it out compares.
Calculate a lump sum Calculator · 1 minuteSWP calculator
How long a corpus lasts with monthly withdrawals that rise with inflation, and what you can safely draw.
Plan withdrawals Calculator · 1 minuteCapital gains tax calculator
The tax on selling shares, mutual funds, gold or property, with the rate that applies and why.
Calculate the tax Checklist · 10 minute readYear-end tax planning checklist
What to do before 31 March, in order: regime, proofs, capital gains and advance tax.
Get the checklist Playbook · 12 minute readThe first ₹1 crore playbook
How long your first crore takes, and the handful of decisions that shorten it.
Read the playbook Email · monthlyThe monthly note
One short email a month from our advisory team. What changed, what we are watching, one thing to do.
Get the note Short course · 5 lessonsFix your portfolio in 5 days
Five short lessons with one task each. Know what you own, what it costs and what to change.
Start the courseBring your result to a call
An advisor will walk through what you found and what we would look at first. The call is free and there is no obligation.
Talk to an advisorPlain maths, stated assumptions
Every tool shows the assumptions it uses and lets you change them. Nothing here promises a return, and none of it replaces advice that knows your full situation.