Mutual Fund Planning Dashboard
Mutual Fund Planning Dashboard
INDIA MUTUAL FUND INVESTOR OS

Build wealth.
Understand your portfolio.

Mutual Fund Planning Dashboard brings portfolio health, SIP planning, financial goals, concentration analysis and wealth simulations into one simple investor dashboard.

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Investor Readiness Complete your portfolio analysis
Current Portfolio
₹0
Update via Portfolio Health
Monthly SIP
₹0
Your current SIP plan
Projected Corpus
₹0
Illustrative projection
Wealth Multiple
0x
Projection / investment

⚡ Quick Actions

Start with the task that matters most.

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Check Portfolio Find diversification, cost and overlap issues.
📈
Increase SIP See the impact of annual SIP increases.
🎯
Plan Goals Convert today's goals into investment targets.
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Portfolio Doctor Generate a rules-based action plan.

🩺 Portfolio Health Check

Identify possible diversification, cost, allocation and overlap problems.

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Diversification
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Cost Efficiency
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Overlap
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Allocation
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🎯 Goal-Based Investment Planner

Calculate the future cost of your goal and required monthly SIP.

Goal Projection
Future Goal Cost ₹0
Future Existing Corpus ₹0
Required Monthly SIP ₹0

📈 SIP Growth & Step-Up Planner

See how increasing your SIP could affect long-term wealth.

Potential Wealth Difference
Without Step-Up ₹0
With Step-Up ₹0
Additional Wealth ₹0

💰 Wealth Target Planner

Build an illustrative roadmap toward ₹1 crore or any target.

Required Monthly Investment
₹0

⏳ Cost of Delaying SIP

Illustrate the potential opportunity cost of waiting.

Start Today ₹0
Start After Delay ₹0
Potential Difference ₹0

⚖️ Mutual Fund Compare

Compare illustrative fund metrics. Connect to verified live data for production.

Fund A

Fund B

🔍 Concentration Checker

Check whether a portfolio may be overly concentrated.

🔄 Rebalancing Simulator

Estimate the amount required to move toward a target equity allocation.

🤖 AI Mutual Fund Portfolio Doctor

A rules-based diagnostic engine that converts portfolio inputs into an action plan.

🧾 Capital Gains Tax Indicator

Educational estimate only — verify applicable rules before filing.

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