Answer a few questions, then drag the sliders on the side panel — your suggested allocation, example funds, and metrics update instantly as you move them. Built from transparent rules, not a black box.
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Basic Info
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Income & Expenses
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Build Your Plan
A little about you
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This stays in your browser for this session only — see the note about future account storage further along.
Your income & expenses
Use your local currency consistently across all fields.
Where do your current savings & investments sit?
Rough numbers are fine — this helps us check your emergency fund cover and how spread out you already are. Leave any box at 0 if it doesn't apply.
Total currently invested: ₹0
Your suggested allocation
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Monthly Surplus
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Suggested Monthly Investment
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Emergency Fund Target (6 mo.)
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Portfolio Score
Educational guidance only — not financial advice. This allocation is generated by a simple rule-based model (age-based equity/debt splits adjusted by your stated preferences). The example funds, expense ratios, alpha, beta and returns shown are illustrative figures for education purposes only — not live market data — and are not a recommendation to buy any specific product. Always verify current figures on the fund's official factsheet and consult a licensed financial advisor before investing.
About your data: Your plan is processed in your browser. Click "Save My Plan" below to securely log your details and allocation to our records — this helps us improve the tool and lets you request a follow-up from the team.