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My Tools as a Wealth Coach

The same tools I use with my own coaching clients — free, and yours to keep.

No signup, no email wall. Fill in your real numbers, see where you stand, and download your results to track month over month.

01 · Investment Calculators

16 calculators to plan every stage of your investing.

From your first SIP to a full FIRE projection — model your numbers before you commit real money.

  • SIP, Step-Up SIP, Lumpsum & SWP
  • ROI, CAGR & Goal-Based Planning
  • Retirement & FIRE Number
  • NPV, IRR/XIRR & Asset Allocation
  • Real Estate ROI, Off-Plan Property & Net Worth
Open Calculators →
02 · Budget Planner

See your whole financial picture in one sheet.

Log your income, expenses, assets and liabilities — get an instant Budget Rule breakdown, Key Metrics, and your FIRE number.

  • Income, Needs, Wants & Savings tracking
  • 10 / 20 / 50 / 20 Budget Rule analysis
  • Net worth, DTI & emergency fund status
  • Download your filled-in results as a PDF
  • Share your snapshot directly on WhatsApp
Open Budget Planner →

These tools give you the numbers. If you want help turning them into a plan, start a conversation.

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