Dashboard
Your financial overview at a glance
Global Settings
Your setup checklist
Asset Allocation
Goals Progress
Family Settings
Manage family members and household income
Household Overview
Income Contribution
Income Configuration
Family Members
Net Worth Calculator
Track your assets and liabilities
Assets
| Name | Category | Value (₹) | Return (%) | Ownership | Actions |
|---|---|---|---|---|---|
| No assets added yet. Click "Add Asset" to get started. | |||||
Liabilities
| Name | Type | Amount (₹) | Rate (%) | EMI (₹) | Ownership | Actions |
|---|---|---|---|---|---|---|
| No liabilities added yet. | ||||||
Net Worth Summary
Asset Allocation
Assets vs Liabilities
Financial Goals
Plan and track your financial objectives
Your Goals
No goals added yet. Click "Add Goal" to start planning.
Portfolio Analyzer
Analyze your investment portfolio
Current Portfolio Analysis
Portfolio Distribution
| Asset Class | Current Value | Allocation % | Expected Return % | Contribution to Return |
|---|---|---|---|---|
| No portfolio data available | ||||
Risk Assessment
Goal Planner & Projections
Project your wealth and test scenarios
Planning Inputs
What-If Scenarios
Adjust the sliders to see how changes impact your projections
Adjusted Projection
Required Return Calculator
Determine the return needed to achieve all your goals
Current Situation
Monte Carlo Simulation
Analyze probability of achieving your goals
Simulation Parameters
Retirement Calculator
Plan for a comfortable retirement
Retirement Planning Inputs
Financial Calculators
Quick calculation tools for EMI, SIP, and inflation
EMI Calculator
SIP Calculator
Inflation Impact Calculator
Family Planning Mode
Comprehensive planning for life's major family milestones
Family Profile
Child Planning Calculator
Estimate costs and plan for expanding your family
Comprehensive Education Planning
Plan for complete education journey from preschool to higher education
Wedding & Marriage Planning
Plan for weddings, celebrations, and related expenses
Family Healthcare & Insurance Planning
Ensure adequate protection for your family
Family Emergency Fund
Build a safety net for unexpected family expenses
Complete Family Financial Roadmap
Reports & Insights
Your decision engine: health checks, scenarios, and annual reviews
Generate Report
Choose the report you want to build and the sections to include.
Advanced Family Planning
Dual retirement, elder care, children's education, and tax optimization
Dual Retirement Planning
Visualize phased retirement for multiple earners in the family
Elder Care Planning
Plan for parents or elderly dependents - medical reserves, monthly support, longevity planning
Children's Education Timeline
Track education milestones, costs, and funding for each child
Education Funding Timeline
Family Tax Optimization
Compare joint vs. separate filing, optimize deductions across family members
Family Calculators
Cost to Support a Dependent
Family Health Insurance Requirement
Based on your family size and composition
