Financial Calculators · Wealth First
SIP Calculator – Plan Systematic Investments
Estimate future value of monthly SIPs using compounding.
Quick tests (SIP)
This tool is for education/illustration only and is not investment advice or a recommendation.
Formula: month-wise compounding; deposit at beginning/end as selected.
STP Calculator – Smart Transfer Planning
Simulate monthly transfers from a source fund to a target fund.
Quick tests (STP)
This tool is for education/illustration only and is not investment advice or a recommendation.
SWP Calculator – Plan Regular Withdrawals
Estimate how long your money lasts with monthly withdrawals.
Quick tests (SWP)
This tool is for education/illustration only and is not investment advice or a recommendation.
Fixed Deposit (FD) Calculator – Secure Returns
Compute FD maturity value with configurable compounding.
Quick tests (FD)
This tool is for education/illustration only and is not investment advice or a recommendation.
Loan EMI Calculator – Repayment Planner
Calculate EMI, total interest, and total repayment.
Quick tests (Loan)
This tool is for education/illustration only and is not investment advice or a recommendation.
Goal Planning Calculator – Required Monthly SIP
Figure out the monthly SIP needed to reach a future goal after inflation, factoring in any corpus you already have.
Quick tests (Goal)
This tool is for education/illustration only and is not investment advice or a recommendation.
XIRR – Annualised Return from Irregular Cashflows
Matches Excel/Google Sheets =XIRR(values, dates). Enter at least one negative and one positive flow.
Quick tests (XIRR)
This tool is for education/illustration only and is not investment advice or a recommendation.
CAGR – Compound Annual Growth Rate
Simple annualised growth from a starting value to an ending value over time. Formula: CAGR = (FV/PV)^(1/n) − 1.
This tool is for education/illustration only and is not investment advice or a recommendation.
Disclaimer: Calculators are for illustration only and do not constitute investment advice. Actual returns may vary. Figures include rounding to the nearest rupee.