Plan, Estimate and Review with Free Financial Tools
Interactive calculators and planning tools to help you understand how investing, inflation and time interact. Adjust the assumptions and see the numbers update instantly.
Understand the Numbers Behind Your Goals
Use these tools to explore scenarios before you speak with us. Every result is an illustrative estimate based on the assumptions you enter — a starting point for a conversation, not a recommendation.
Calculators
Estimate growth, withdrawals, returns and the effect of inflation.
SIP Calculator
Estimate how a fixed monthly investment could grow over time with compounding.
Open toolLumpsum Calculator
See how a one-time investment could grow at an assumed annual rate of return.
Open toolStep-Up SIP Calculator
Estimate the effect of increasing your SIP amount by a fixed percentage every year.
Open toolSWP Calculator
Estimate how long a corpus could last with regular monthly withdrawals.
Open toolRetirement Calculator
Estimate the corpus you may need at retirement and the monthly SIP to work towards it.
Open toolCAGR Calculator
Calculate the compound annual growth rate between a starting and ending value.
Open toolXIRR Calculator
Work out the annualised return on investments made on different dates.
Open toolInflation Calculator
See what today's expenses may cost in future and how inflation erodes purchasing power.
Open toolPlanning & Assessment
Plan for goals and take a structured look at your risk appetite and finances.
Risk Profiler
Answer seven quick questions to get an educational indicator of your risk profile.
Open toolPortfolio Health Check
Review emergency fund, insurance cover and asset mix against common rules of thumb.
Open toolGoal Planner
Estimate the future cost of a goal and the monthly SIP or lump sum to work towards it.
Open toolThe results shown are illustrative estimates based on the assumptions you enter and are not a guarantee of future returns. Actual returns may be higher or lower. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past performance does not guarantee future returns. These tools are for educational purposes only and do not constitute investment advice or a recommendation of any product. WealthBay is an AMFI-registered Mutual Fund Distributor (ARN 29566).
Turn Estimates into a Personalised Plan
Calculators show what is possible under a set of assumptions. Our team can help you review your goals, risk appetite and existing investments in a free, no-obligation conversation.