Wealth & Investment Wallet
Track Net Worth, SIPs & Future Projections
Understand your complete financial picture. Monitor assets, optimize allocations, and project your wealth 10 years ahead – all in one interactive dashboard.
What We Offer
What You Can Track
Regular investments that build your future:
Asset Distribution
Compare the value of each asset side by side:
Investment Allocation
See how your wealth is distributed across asset classes:
Manage & Simulate Your “Wealth & Investment Wallet”
Wealth & Investment Wallet
Frequently asked questions
General
An interactive dashboard to track your net worth, monthly SIPs, and asset allocation. Adjust sliders to see real‑time updates and 10‑year projections.
No. Everything runs in your browser – no sign‑up, no data stored.
Yes, completely free. No hidden charges.
Assets & SIPs
PPF, EPF/VPF, NPS, Mutual Funds, Stocks, FD/RD, Gold, Emergency Fund, Savings, Investments, and Property – covering most Indian investment options.
A catch‑all for other assets like bonds, PMS, AIF, or crypto.
SIPs are monthly contributions; balances are current values. Both are needed for future projections.
Calculations
Sum of all asset balances (PPF + EPF + NPS + MF + Stocks + FD + Gold + Emergency + Savings + Investments + Property).
Current net worth grows at 12% annually. Monthly SIPs are projected using the annuity‑due formula, also at 12%. Results are added together.
A reasonable long‑term average for equity‑oriented portfolios in India, based on historical Nifty returns.
Charts
Percentage breakdown of your asset balances – helps check diversification.
Compares absolute values of each asset side by side.
Generated dynamically from your slider values – e.g., if property exceeds 50% of net worth, you’ll see a rebalancing suggestion.
Technical
Yes, responsive layout works on phones and tablets.
No. Everything resets on refresh – perfect for one‑time planning.
Sliders let you explore scenarios instantly – faster and more intuitive.
Screenshot or note down numbers for now. Export feature may come later.
Troubleshooting
Enable JavaScript, refresh, or try Chrome/Firefox/Edge.
Try a different browser or clear your cache.
Future Plans
Yes – liability tracking, custom categories, export options, and multiple scenarios.
Under consideration. For now, note down or screenshot.
Redefining Writing Every Month
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