Wealth Manager
Add everything you own, see what it's really returned, and project where your net worth is heading — all private to your browser.
A planner for figures you enter. Estimates, not advice. Everything stays in your browser.
₹1.04 Cr
₹73.50 L
₹30.15 L
+41.0% return
7.3%
assumed, per year
₹10.18 Cr
at assumed rates
Add a holding
Give it a name to add this holding. · Stocks / Equity: Long-run equity; volatile year to year.
Your holdings
| Holding | Invested | Value now | Gain | Return | CAGR | Years | Fwd rate | Edit |
|---|---|---|---|---|---|---|---|---|
2BHK Apartment, Pune Real Estate / Property | ₹55.00 L | ₹78.00 L | ₹23.00 L | 41.8% | 5.0% | 7.2y | 7.00% | |
PPF Account PPF / EPF | ₹4.50 L | ₹6.40 L | ₹1.90 L | 42.2% | 4.3% | 8.3y | 7.10% | |
SBI Fixed Deposit Fixed Deposit | ₹5.00 L | ₹5.60 L | ₹60,000 | 12.0% | 3.3% | 3.5y | 6.75% | |
Nifty 50 Index Fund Mutual Fund — Equity | ₹3.00 L | ₹5.20 L | ₹2.20 L | 73.3% | 11.4% | 5.1y | 12.00% | |
ICICI Bank Shares Stocks / Equity | ₹2.00 L | ₹3.60 L | ₹1.60 L | 80.0% | 9.7% | 6.3y | 12.00% | |
Emergency Fund Savings Account | ₹2.50 L | ₹2.60 L | ₹10,000 | 4.0% | 1.6% | 2.5y | 3.00% | |
Sovereign Gold Bonds Gold | ₹1.50 L | ₹2.25 L | ₹75,000 | 50.0% | 8.6% | 4.9y | 8.50% |
Allocation
Net worth
₹1.04 Cr
- Real Estate / Property75%
- PPF / EPF6%
- Fixed Deposit5%
- Mutual Fund — Equity5%
- Stocks / Equity3%
- Savings Account3%
- Gold2%
- Real Estate / Property75.3% · ₹78.00 L
- PPF / EPF6.2% · ₹6.40 L
- Fixed Deposit5.4% · ₹5.60 L
- Mutual Fund — Equity5.0% · ₹5.20 L
- Stocks / Equity3.5% · ₹3.60 L
- Savings Account2.5% · ₹2.60 L
- Gold2.2% · ₹2.25 L
Projected wealth
Projected net worth Invested + future additions
In 5 years
₹1.71 Cr
In 10 years
₹2.72 Cr
In 15 years
₹4.24 Cr
In 20 years
₹6.57 Cr
In 25 years
₹10.18 Cr
At a blended 7.3% a year, your ₹1.04 Cr could grow to about ₹10.18 Cr in 25 years — of which ₹97.50 L is future additions.
A projection at assumed rates, not a promise. Markets vary; some years are negative.
Track your net worth over time
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Not investment advice. Growth-rate assumptions are long-run estimates you can edit per holding; actual returns vary and can be negative. Your data stays in this browser.
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