Replace fragile spreadsheets with an institutional-grade planning dashboard. Track net worth, model retirement, and identify insurance gaps with absolute precision.
Trusted by independent advisors and modern investors
Formulas break. Inflation rates change. Tax laws update. Managing your entire financial life in a static Excel file is a recipe for missed targets and uncovered risks.
Our engine uses real, inflation-adjusted discount rates applied to a growing annuity formula. Stop guessing if you have enough.
Don't rely on rule-of-thumb insurance advice. Calculate your exact life cover requirement by discounting future family expenses and subtracting existing assets.
A unified suite for total financial clarity.
Input your salary structure and Chapter VI-A deductions. Our engine instantly compares the Old Tax Regime vs New Tax Regime and tells you exactly which one saves you the most money this financial year.
A pristine visual breakdown of your portfolio across Equity, Debt, and Real Estate. Rebalance with confidence.
Log liquid assets, immovable property, and outstanding liabilities to track your true financial standing.
Define custom future goals. Apply specific inflation rates and get the exact monthly SIP required today.
"I completely abandoned my massive 20-sheet Excel workbook. This tool handles the PV formulas flawlessly and presents it so clearly to my clients."
"The tax optimization feature alone paid for the software. Finding out the exact crossover point for the New Regime saved me hours of calculation."
"Finally, a tool that calculates Human Life Value correctly. The gap analysis is sobering but necessary. Beautifully built."
Start for free. Upgrade when you're ready to manage clients professionally.
On the free plan, all your financial data is stored locally in your browser using IndexedDB. It never touches our servers. Pro users have the option to enable end-to-end encrypted cloud sync.
We use a standard Present Value (PV) calculation of a growing annuity. It takes your current expenses, inflates them to your retirement age, and discounts the withdrawals over your life expectancy using a real rate of return (Return Rate adjusted for Inflation).
Yes. Advisor Pro users get access to the 'Report' tab, which compiles all dashboard modules into a clean, print-ready format that you can save as a PDF to share with your clients.
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