Free Financial Tools
Built for Indian investors. No accounts, no data collected. Just useful tools to help you plan your financial life.
New here? Start with the Emergency Fund Calculator — it's step 1 of any solid financial plan. Then move to Goal Setting, then Asset Allocation.
Featured Apps
Vestora — Portfolio & Expense Tracker
Import your CAS statement, see real XIRR returns on every holding, and track monthly spending — all in one secure app.
Upload CAMS/NSDL CAS PDFs for auto-imported holdings with XIRR on every investment. Upload bank statements to auto-categorize expenses. Your data is private and never shared.
WealQuest — Finance Learning App
2,600+ bilingual quizzes across 20 finance domains. Build real knowledge in 5 minutes a day.
Level up your finance knowledge with quizzes, streaks, and boss challenges. Covers mutual funds, tax, budgeting, insurance, and more. Install on your phone — progress syncs when connected.
Planning Tools
Use these in order — emergency fund first, then goals, then allocation.
Emergency Fund Calculator
Find out exactly how much cash cushion you need — and how close you are to your target.
Enter your monthly expenses, set your coverage target (3–12 months), and see your recommended fund with a gap tracker. Reset and copy result included.
Goal Setting Worksheet
Map every financial goal to a number and a monthly SIP — retirement, home, kids, all of it.
Use the inline SIP calculator or download the CSV template. Works in Excel, Google Sheets, and Numbers. No sign-in required.
Asset Allocation Guide
See the right Equity/Debt/Gold split for your age — and understand why it changes over time.
Enter your age and the guide highlights your allocation profile. Covers 20s through 50s+ with specific fund recommendations for each stage.
More tools coming
SIP calculator, income tax estimator, and net worth tracker are in the works. Subscribe to get notified when they go live.
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