Features

Everything you need to model your entire financial life — built specifically for India.

Income & Tax

Multi-Source Income

Salary, rental, freelancing, capital gains, dividends, agricultural — all modeled with growth rates.

Old vs New Regime

Auto-compares both tax regimes every year and picks the optimal one. Includes surcharge and cess.

Full Deductions

80C, 80CCD(1B), 80D, 80E, 24(b), HRA, LTA — all auto-calculated from your inputs.

Tax Regime Optimizer

Multi-year analysis showing when to switch regimes as your deductions and income evolve.

Investments

15+ Account Types

EPF, PPF, NPS, ELSS, equity MF, debt MF, FD, SCSS, SSY, SGBs, direct equity, real estate, and more.

SIP with Step-Up

Model SIP contributions that increase annually — by fixed amount or percentage.

Drawdown Planning

Define liquidation order for retirement. Tax-efficient withdrawal sequencing.

Rebalancing & Glide Path

Target asset allocation that shifts over time. Visualize your equity-to-debt transition.

Simulation & Analysis

Deterministic Projection

Year-by-year table: income, tax, expenses, savings, investment growth, net worth.

Monte Carlo (1,000+ trials)

Randomized market returns show probability bands — see your 10th, 25th, 50th, 75th, 90th percentile outcomes.

What-If Scenarios

Fork your plan: "Buy vs rent?", "Retire at 50 vs 55?" — compare side-by-side with diff highlighting.

Historical Backtesting

Test your plan against actual Nifty 50, debt, and gold data from 1990-present.

Life Events & Goals

Life Event Timeline

Job changes, marriage, home purchase, children, career breaks, retirement — each modifies the simulation.

Goal-Based Planning

Set targets (retirement corpus, child education, home) and track probability of success.

Expense Phases

Pre-kids, kids in school, empty nest, retirement — different expense profiles for each life stage.

Loan Modeling

Home, car, education loans with EMI, principal/interest split, and tax benefit tracking.

Tools & Export

Salary Structure Optimizer

Input your CTC, get the tax-minimizing salary breakup recommendation.

Insurance Adequacy

Term life and health insurance gap analysis with healthcare inflation modeling.

PDF & JSON Export

Export your full financial plan as a PDF report or JSON backup.

Offline PWA

Install as an app. Works without internet. All data stays in your browser.