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Free planning tool

See the whole picture, before anyone sells you anything.

Tell us what you earn, what you spend and what you are saving for. We will show you what each goal is likely to cost by the time it arrives, what your current arrangements will actually cover, and what the gap would take to close.

  • About ten minutes

    Five short steps. Your answers are kept in this browser as you go, so you can stop and come back.

  • Nothing sensitive asked

    No PAN, no Aadhaar, no bank or folio details. Round figures are all this needs.

  • A document, not a teaser

    Goal by goal, with the arithmetic shown. Yours to download, print or argue with.

  • An illustration, plainly labelled

    Built from your figures and your assumptions. It is not advice, and it says so throughout.

Step 1 of 5

About you

Your horizon

These two ages set the length of the retirement projection — how long you have to build the corpus, and how long it has to last.

Risk profile

Pick the description that sounds most like you. The mix it suggests is a starting point — adjust the five figures below to whatever you actually want.

Target asset mix

100% of 100%

Anything else to look at?

Both are noted for the advisor. Ticking the second adds a protection section to your plan.

Your answers are kept in this browser as you go, so you can close the tab and come back. Nothing is sent to us until you press Generate my plan.

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