Guides, Tools, Calculators, and Downloads for Investors
Everything you need to research funds, plan an investment, and read up before you invest: plain-language guides, mutual fund data tools, financial calculators, and downloadable checklists, all in one place.
Guides
Plain-language explainers on how mutual funds work, how to read fund performance, and how our team selects funds.
- What Are Mutual Funds
- How to Read Fund Performance
- Our Fund Selection Process
Mutual Fund Tools
Look up fund data and mutual fund market activity, sourced from AMFI/AMC data, not investment recommendations.
- Past SIP Performance
- Current NFOs
- Latest NAV
- Fund Fact Sheets
- Mutual Fund Activity
- Recently Announced Dividends
- STP Calculators
- SWP Performance
Tools & Calculators
Interactive calculators to plan SIPs, lumpsum investments, retirement, goals, and insurance cover before you talk to our team.
- SIP Calculator
- Financial Health Check
- Retirement Calculator
- Education Cost Calculator
- Marriage Cost Calculator
- Insurance Cost Calculator
- EMI Calculator
- Lump Sum Calculator
- SIP Step-Up Calculator
- SIP Delay Calculator
- Goal Calculator
Downloads
Checklists and forms you can fill out at your own pace before or after talking to our team.
- Tax Saving Checklist
- Investment Buyer's Guide
- Mutual Fund Application Forms
Figures shown are illustrative projections based on historical data and assumed rates of return. They are not a guarantee, promise, or assurance of future performance. Actual returns will vary. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Our Team's Credentials
AMFI MF Distributor (2823) & MF/SIF Distributor (300788)
CFP Certification, FPSB India
MDRT (6x): Rekha Guliani
LUTCF, The American College of Insurance
Chairman Club, ICICI Prudential MF
Not Sure Which Tool or Fund Is Right for You?
These resources are a starting point. For guidance tailored to your goals, talk to a member of our credentialed team.
A member of our team will confirm a time within one business day.
We do not charge anything for the guidance we provide. For any investments made through us, the AMCs may pay us a commission. Our recommendations are based on your risk profile, time horizon, and financial requirement, not on the commission we may earn.