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๐Ÿ’Ž Corpus: โ‚น --
Gain: +โ‚น --
Meet the Builder

About Me & The Project

The engineering journey behind a transparent, ad-free financial planning suite built for smart investors.

๐Ÿ›ก๏ธ SEBI & AMFI Compliant โš–๏ธ Budget 2024 ยง112A Tax โšก Instant Zero-Lag Math
Sumeet Boga โ€” Creator of SIP & SWP Calculator

Sumeet Boga

Software Engineer & Builder

Combining tech expertise with personal finance passion to build fast, secure calculators.

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The Vision Behind the Tools

In personal finance, clarity is everything. Unfortunately, many online calculators are slow, complex, or designed to capture your contact details and pitch you insurance policies.

I wanted a clean tool that did two things exceptionally well: model **Step-up Systematic Investment Plans (SIP)** to match salary increments, and simulation-test a **Systematic Withdrawal Plan (SWP)** for retirement income under inflation.

Unable to find a transparent, lightweight suite, I decided to build it. This calculator utilizes 100% local, client-side browser logic to keep your numbers completely private, running smoothly without any corporate telemetry.

100% Free & Open Logic Local-First Architecture Verified Math

Project Journey & Milestones

Conception & Engine Prototype

Q2 2024

Designed the initial compound interest and step-up algorithms. Verified formulas against Excel sheets and standard financial reference papers to ensure absolute math consistency.

SIP + SWP Unified Simulator

Q1 2025

Launched the first integrated calculator that maps the wealth accumulation phase (SIP) directly into the retired distribution phase (SWP) in a single visual chart.

Advanced Mutual Fund Taxation Engine

Q1 2026

Integrated accurate LTCG and STCG tax rules (compliant with Indian tax policies) so users can model tax-efficient withdrawal structures instead of raw returns.

What Makes This Suite Unique

True Annual Step-Up

Increment your investments on a set percentage yearly. This realistic simulation mirrors actual career progression and wage hikes over time.

Unified Accumulation & Drawdown

Transition seamlessly from compounding your savings into receiving a tax-efficient retirement salary, all mapped out visually.

Inflation Adjustments

Avoid purchasing power erosion. Adjust retirement income yearly so your real spending capacity remains constant across decades.

100% Client-Side Privacy

Your parameters are yours alone. Calculations occur inside your browser session. No data is stored, sold, or shared with third parties.

Commitment to Accuracy

Financial models and calculations are calibrated using framework policies and regulatory math guidelines established by key financial institutions:

Last math audit: March 2026

Regulatory Disclaimer

This suite is built for educational and planning purposes only. The mathematical simulations do not account for external costs like exit loads, scheme expense ratios, or severe market downturns. I am not a SEBI-registered advisor; consult an official advisor before executing investments.

Have math feedback? help@sipswpcalculator.com

Ready to plan your financial milestones?

Jump straight into one of our high-fidelity calculators and map your path to wealth.

Universal Financial Command Palette

ESC
โ†‘ โ†“ Navigate โ†ต Open
Local Instant Search
โš–๏ธ

Budget 2024 LTCG Tax Waterfall

Section 112A Equity Mutual Fund Tax Arithmetic

Effective Net Retention
You Keep 96.4% of Wealth
Effective Tax: 3.6%
1. Total Compounded Capital Gains
Gross profit generated by investment
โ‚น --
2. Less: Statutory Annual Exemption
Section 112A tax-free threshold
- โ‚น1,25,000
3. Net Taxable Capital Gains
Gains exceeding the โ‚น1.25L exemption
โ‚น --
4. Statutory Tax Payable @ 12.5%
Budget 2024 LTCG equity mutual fund rate
- โ‚น --
5. Net Take-Home Compounded Wealth
Final post-tax maturity corpus in your bank
โ‚น --
๐Ÿ’ก Annual Tax-Harvesting Alpha Save โ‚น --

By systematically booking and reinvesting up to โ‚น1,25,000 in capital gains each financial year, your cost basis resets tax-free, cutting cumulative statutory tax to โ‚น -- at maturity.

Finance (No. 2) Act, 2024 Reference
๐Ÿ“œ

Investor Goal Commitment Certificate

Anchor your compounding discipline with a certified goal pledge

๐Ÿ›ก๏ธ SOVEREIGN DISCIPLINE CONTRACT
I, , hereby pledge to systematically invest:
โ‚น25,000 / month
Every month without emotional interruption
Target Horizon
15 Years
Target Corpus
โ‚น1.26 Crore
"Market volatility is the fee for exceptional long-term wealth compounding."
๐Ÿ“ฑ

Scan on Mobile

Instant zero-loss proposal & scenario sync

Zero-Loss Bi-Directional State Encoded

Scan with your smartphone camera to open and manipulate this financial plan on mobile with zero loss of parameters.

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Statutory Modeling & Benchmark Standards

AMFI & SEBI Regulatory Educational Guidelines

๐Ÿ”’
100% Client-Side Sandbox Guarantee All calculations, cashflow projections, and tax estimations run locally in your web browser. No personal income, SIP amount, or corpus data is ever sent, stored, or tracked on any external server.

Indian Asset Class Historical Returns (15Y CAGR Reference)

Asset Class Benchmark Index Historical CAGR
Large Cap Equities NIFTY 50 TRI ~12.0% โ€“ 13.5%
Mid & Small Cap NIFTY Midcap 150 ~14.5% โ€“ 16.0%
Hybrid / Balanced CRISIL Hybrid 50+50 ~10.0% โ€“ 11.5%
Conservative Debt Fixed Deposit / Liquid ~6.5% โ€“ 7.2%

Statutory Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Historical performance benchmarks do not guarantee future compounding returns.

Calculations provided by this tool are mathematical simulations for educational and retirement planning awareness only.