SIP Optimizer
Calculate your Investible Surplus by entering your assets, liabilities, and monthly investments to maximize your financial potential!
Personal details
Income & Expenses
Income | |
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|
₹
|
Total | ₹00 |
Expenses | |
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|
₹
|
|
₹
|
|
₹
|
Total | ₹00 |
Investment details
Current investments overview | ||
---|---|---|
Assets name |
Current corpus (₹)
(Enter value of all your investments)
|
Monthly contribution (₹)
(Amount you are investing monthly)
|
Mutual Fund |
₹
|
₹
|
Gold |
₹
|
₹
|
Stocks |
₹
|
₹
|
Fixed Deposits |
₹
|
₹
|
Others |
₹
|
₹
|
Total | ₹00 | ₹00 |
Current investments overview | |
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Mutual Fund | |
|
₹
|
|
₹
|
Gold | |
|
₹
|
|
₹
|
Stocks | |
|
₹
|
|
₹
|
Fixed Deposits | |
|
₹
|
|
₹
|
Others | |
|
₹
|
|
₹
|
Total Current corpus (₹) | ₹00 |
Total Monthly contribution (₹) | ₹00 |
Goals
Goal name | Desired corpus (₹) (Required goal amount) | No. of years (Goal completion time) | Expected rate of return (Expected annual growth rate) | |
---|---|---|---|---|
Retirement Edit |
₹
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%
|
||
Child’s education Edit |
₹
|
%
|
||
Child’s marriage Edit |
₹
|
%
|
||
+ Add Goal |
Retirement Edit | ||
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₹
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₹
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%
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Child’s education Edit | ||
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₹
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₹
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%
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Child’s marriage Edit | ||
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₹
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₹
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%
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- Tailored insights on investor's portfolio and evaluation of progress toward goals to help investors make informed decisions.
- Know the ideal SIP amount required to meet the desired goals within the expected timeline and reduce the risk of under-investing.
- Set and track multiple financial goals with discipline and focus.
- Identify surplus income that can be invested to accelerate goal achievement.
Goal Name |
What I am investing / Month
Current SIP
Time
Goal amt
|
What I must invest / Month
Required
SIP Time
Expected
Corpus |
What I can invest / Month
Potential
SIP Time
Expected
Corpus |
Dream Home |
₹20,000
8 Y
₹1,00,00,000
|
₹22,000
9 Y
₹2,00,00,000
|
₹25,000
5 Y
₹3,00,00,000
|
Marriage | ₹10,000
5 Y
₹70,00,000
|
₹10,000
5 Y
₹70,00,000
|
₹10,000
5 Y
₹70,00,000
|
First Car |
₹5,000
3 Y
₹20,00,000
|
₹5,000
3 Y
₹20,00,000
|
₹5,000
3 Y
₹20,00,000
|
Vacation |
₹5,000
2 Y
₹5,00,000
|
₹5,000
2 Y
₹5,00,000
|
₹5,000
2 Y
₹5,00,000
|
Total | ₹5,00,000 ₹1,95,00,000 |
₹50,000 ₹2,07,00,000 |
₹60,000 ₹2,07,00,000 |
---|
Dream Home
What I am investing / Month
Required SIP
₹20,000
Time
8Y
Goal amount
₹1,00,00,000
What I must invest / Month
Required SIP
₹20,000
Time
8Y
Goal amount
₹1,00,00,000
What I can invest / Month
Required SIP
₹20,000
Time
8Y
Goal amount
₹1,00,00,000
|
- You are currently under-investing in your SIP.
ARN name | : Not Available |
ARN no | : Not Available |
Mobile no | : Not Available |
: Not Available |
SIP Optimizer Report
![]() |
John Doe |
![]() |
65 years | |
![]() |
3/11/1989 |
![]() |
08888888888 | |
![]() |
3 |
![]() |
[email protected] |






Goal Name |
What I am investing / Month
Current SIP
Time
Goal amt
|
What I must invest / Month
Required
SIP Time
Expected
Corpus |
What I can invest / Month
Potential
SIP Time
Expected
Corpus |
Dream Home | ₹20,000
8 Y
₹1,00,00,000
|
₹20,000
8 Y
₹1,00,00,000
|
₹25,000
5 Y
₹1,00,00,000
|
Marriage | ₹10,000
5 Y
₹70,00,000
|
₹10,000
5 Y
₹70,00,000
|
₹10,000
5 Y
₹70,00,000
|
First Car |
₹5,000
3 Y
₹20,00,000
|
₹5,000
3 Y
₹20,00,000
|
₹5,000
3 Y
₹20,00,000
|
Vacation |
₹5,000
2 Y
₹5,00,000
|
₹5,000
2 Y
₹5,00,000
|
₹5,000
2 Y
₹5,00,000
|
Total | ₹40,000 ₹1,95,00,000 |
₹50,000 ₹2,07,00,000 |
₹60,000 ₹2,07,00,000 |
---|
Total monthly income | ₹0 |
Monthly fixed expenses | ₹1,00,000 |
Monthly expenses towards EMI | ₹0 |
Other expenses | ₹0 |
Asset name | Current corpus | Monthly investments |
---|---|---|
Mutual fund | ₹0 | ₹0 |
Gold | ₹0 | ₹0 |
Stocks | ₹0 | ₹0 |
Fixed Deposits | ₹0 | ₹0 |
Others | ₹0 | ₹0 |
Total | 0 | 0 |

- You are currently under-investing in your SIP.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.