Designed and conceptualised by Jitendra Sharma, InvestmentTool.in is built to simplify financial planning and investment decision-making. Bringing engineering precision to personal finance, this tool transforms complex calculations into actionable insights for everyone.
Analyze your current income, expenses, current investments, assets, and liabilities all in one place with institutional-grade precision.
Using this tool, you can create precise goal-based investment plans for retirement, education, and major life milestones.
A comprehensive financial planning tool designed from the ground up for financial advisors, students, and salaried individuals.
Financial advisors can use this tool to clearly explain a client's financial condition, model performance, and demonstrate gaps effectively.
Students can use this tool to gain a foundational understanding of wealth management, financial modeling, and the various investment avenues available.
"I completely abandoned my massive 20-sheet Excel workbook. This tool handles the PV formulas flawlessly and presents it so clearly."
"The tax optimization feature alone paid for the software. Finding out the exact crossover point for the New Regime saved me hours of calculation."
"Finally, a tool that calculates Human Life Value correctly. The gap analysis is sobering but necessary. Beautifully built."
Have questions about our financial planning tool or need support? Reach out to our team directly.
1. Acceptance of Terms: By accessing and using the Sankalp Wealth Advisory Financial Planning Tool, you agree to be bound by these Terms and Conditions.
2. Disclaimer: The tools and calculators provided on this platform are for informational and educational purposes only. They do not constitute professional financial, tax, or legal advice. Always consult with a certified financial planner or tax professional before making significant financial decisions.
3. Privacy & Data: We prioritize your privacy. All financial data entered into the tool is processed locally in your browser and is not persistently stored on our servers unless explicitly synchronized by you. We do not sell or share your personal data with third parties.
4. Accuracy of Information: While we strive for accuracy, Sankalp Wealth Advisory does not warrant the completeness or accuracy of the projections generated. Future returns, inflation rates, and tax laws are subject to change.
5. Limitation of Liability: Sankalp Wealth Advisory shall not be held liable for any financial losses or damages resulting from the use of this tool.
Your privacy is critically important to us. At Sankalp Wealth Advisory, we have a few fundamental principles:
Data Security: We use advanced encryption and security measures to protect your sensitive financial data. All calculations are performed securely, and your data remains private.
Cookies: We use cookies to enhance your experience, remember your preferences, and provide seamless access to your saved financial plans.
General Information Only: The information provided on this website and within the Sankalp Wealth Advisory Financial Planning Tool is for general informational purposes only. All information on the Site is provided in good faith, however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability or completeness of any information on the Site.
No Financial Advice: The tool should not be interpreted as financial advice, investment advice, or tax advice. The outputs are based on the assumptions and inputs provided by the user. Real-world results will vary due to market volatility, changes in tax laws, and other unpredictable factors.
Investments Are Subject to Market Risks: Please read all scheme-related documents carefully. Past performance of any asset class is not a reliable indicator of future results.
We strive to ensure complete satisfaction with our Premium Financial Planning Tools. However, please review our policy regarding refunds and cancellations:
1. Subscription Cancellations: You may cancel your Premium subscription at any time. If you cancel, you will continue to have access to the Premium features until the end of your current billing cycle.
2. No Refunds on Lifetime Access: If you purchase a Lifetime Access pass, the transaction is final and non-refundable due to the immediate, unrestricted access granted to all proprietary premium tools and resources.
3. Exceptional Circumstances: Refunds may be granted in exceptional circumstances (such as duplicate payments or technical failures) at the sole discretion of the Sankalp Wealth Advisory support team. Please contact us within 7 days of the transaction.