Private Wealth Dashboard
💳 Payment Tracker
Track all yearly investment payments. Mark as paid when done — auto-saves to Excel.
📋 All Yearly Investments — Full Status
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📊 Payment Calendar
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🎯 Financial Goals Assessment
📊 Goal Projections (Excl. Land — 10% CAGR)
🎓 Children's Education Fund
💰 Emergency Fund Status
📈 Full Investment Portfolio
➕ Add New Investment
| Investment | Value | Category | Owner | Maturity | Status | Actions |
|---|---|---|---|---|---|---|
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Portfolio Maturity Projection
Adjust the assumptions below to project the current user’s investments, maturity values and year-by-year portfolio growth.
Interest Rate Assumptions (Editable)
Projected Maturity Values (select a column heading to sort)
| Investment ⇅ | Owner ⇅ | Current Value ⇅ | Yearly Deposit ⇅ | Rate ⇅ | Maturity ⇅ | Yrs ⇅ | Projected Value ⇅ | Growth ⇅ |
|---|
Year-by-Year Portfolio Growth
🏠 Property Portfolio
| Property | Value | Area | Type | Location | Status / Income |
|---|---|---|---|---|---|
| Import or add property data to build this view. | |||||
📅 Maturity Timeline & Cash Flow Forecast
🔔 Upcoming Maturities (2027–2045)
🎓 Major Life Expenses & Planning
Projected expenses based on current costs with 7% annual inflation. Plan ahead to avoid financial stress.
Family profile required
Import the Quick Start template to personalize education, retirement and family-goal planning.
🎓 Children's Education Expenses
| Milestone | Who | Year | Age | Estimated Cost (Today) | Inflated Cost (7%) | Owner's Age | Funding Source |
|---|
💍 Marriage Expenses
| Event | Who | Year (Est.) | Age | Cost Today | Inflated Cost (7%) | Owner's Age | Funding Source |
|---|
🏥 Owner & Spouse — Foreseen Expenses
| Expense | Who | Year (Est.) | Cost Today | Inflated Cost | Notes |
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✈️ Study Abroad — Scenario Comparison
Two scenarios evaluated: (A) Kids go abroad right after 12th for undergrad, (B) Kids go abroad after graduation for Masters only. Costs based on avg. ₹30L/year (tuition + living) in today's money, inflated at 7%.
🅰️ Scenario A — Abroad After 12th (4-yr Undergrad)
Both kids do full 4-year undergraduate abroad immediately after class 12.
🅱️ Scenario B — Abroad After Graduation (2-yr Masters)
Both kids do graduation in India, then 2-year Masters abroad.
📊 Total Expense Forecast & Gap Analysis
💡 Action Plan — Recommended Steps
🧾 Monthly Family Budget
Plan recurring family expenses, enter actual spending during the month, and immediately see where the budget is ahead or over plan.
➕ Quick Add Budget Item
| Budget Item | Category | Type | Planned | Actual | Difference | Status | Action |
|---|
📊 Category Breakdown
💡 Budget Coach
✨ AI Portfolio Assistant
AI Connection
Suggested Questions
Financial Calculators
Use common planning tools for investments, property decisions, loans and retirement. Your personal portfolio projection is available under Wealth → Portfolio.
🔢 Custom Investment Calculator
Property Purchase & Construction Planner
Build an India-focused funding plan for land, a ready home, construction, or commercial property. Figures are indicative and all rates remain editable.
1. Property and location
2. All-in project cost
3. Funding and affordability
4. Scheme and future assumptions
🏦 Loan EMI Calculators
Indicative September 2026 rates are prefilled and remain editable. Actual rates depend on lender, credit score, collateral, course and vehicle.