Free Toolkit

Tools to Empower Your Decisions

No sign-up required. Interactive tools built for clarity and transparency. All outputs are indicative and for educational purposes only — not investment advice.

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Risk Profiler

A 2-minute quiz to assess your risk need, ability, and tolerance. Receive an indicative broad asset allocation and downloadable PDF report. 27 possible risk profile combinations.

Start Quiz →
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Calculators

Retirement corpus, SIP projections, education planning, EMI calculation, and present value / discount calculators. Instant results with clearly disclosed assumptions.

Open Calculators →
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Portfolio Analyser

Enter your holdings manually to get asset allocation breakdown, diversification insights, and basic overlap analysis. Session-only — no data is stored.

Analyse Portfolio →
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Market Dashboard

Live market data — Indian and global indices, FX rates, benchmark bonds, and metals. Prices last available / delayed. For educational reference only.

View Dashboard →
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Checklists & How-Tos

Downloadable PDFs: Starting Smart SIPs, Checklist for Will Preparation, Setting up HUF, Trust structuring, and more.

Browse Checklists →
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Data Privacy & Security

All tool inputs are session-only. No data is stored or shared. SSL/TLS encrypted. SEBI CSCRF and DPDP Act 2023 compliant. Portfolio inputs are auto-cleared after session.

View Security Policy →
⚠️ All tool outputs are indicative and for educational purposes only — not investment advice. Prices are last available / delayed. Past simulations do not guarantee future results.
SEBI Investor Information: investor.sebi.gov.in ↗