MFDTools.com

Free Investment Calculators & Document Tools
Built for Indian Financial Advisors
AMFI Registered
AMFI Registered MFD  |  Built for Indian Financial Advisors

MFDTools.com - India
Tel: +91 95412 23377  |  info@mfdtools.com
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Choose Your Calculator

23 industry-standard calculators — click any card to begin

๐Ÿ“ˆ

Investment Calculators

7
๐Ÿ’ฐ
SIP Calculator
Monthly SIP future value with compound growth
๐Ÿ’ต
Lumpsum Calculator
One-time investment compound returns
๐ŸŽฏ
Goal SIP
Reverse: how much SIP for target wealth
๐Ÿ“Š
Step-Up SIP
SIP with annual increase — turbo wealth
๐Ÿ†
Crorepati Calculator
When will you reach your wealth target?
๐Ÿ”€
All-in-One Portfolio
Mix multiple asset classes for total wealth
โญ PRO
๐Ÿ”„
STP Calculator
Systematic transfer: liquid to equity gradually
๐Ÿ–๏ธ

Retirement & Pension

3
๐Ÿ‘ด
Pension Plan
Inflation-adjusted monthly pension + legacy
๐Ÿ๏ธ
Retirement Planner
Corpus needed + recommended SIP
๐Ÿ’ธ
SWP Calculator
Sustainable monthly income from corpus
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Loan & EMI

3
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EMI Calculator
Home / Car / Personal loan EMI + amortisation
โญ PRO
โฉ
Pre-payment Savings
Interest saved by partial pre-payment
โญ PRO
โš–๏ธ
Loan Comparison
Bank A vs Bank B side-by-side
๐Ÿ”’

Fixed Income

3
๐Ÿ›๏ธ
FD Calculator
Fixed Deposit with compounding choice
๐Ÿ“…
RD Calculator
Recurring Deposit (quarterly compound)
โญ PRO
๐Ÿ“œ
NPS Calculator
National Pension System maturity + pension
๐ŸŽ“

Goal Planning

4
๐Ÿ‘ถ
Child Education
College fees with education inflation
๐Ÿ›ก๏ธ
Term Life Need (HLV)
Recommended life cover via HLV method
โญ FLAGSHIP
๐Ÿ—บ๏ธ
Wealth Journey
Life-stage simulator with milestone tracking โ€” industry first
โญ AI FLAGSHIP
๐Ÿค–
Wealth Goal Planning AI
Multi-goal smart planner with risk profiling, allocation & tax optimization
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Letters & Documents

11
โญ FLAGSHIP
๐Ÿ“œ
Will Writing Tool
Indian-law-compliant Will in minutes โ€” Succession Act 1925
โญ FLAGSHIP
โœ
Affidavit Generator
10 types in one tool โ€” address proof, income, lost docs, marriage, more
โญ NEW
๐Ÿ“Š
Form 15G / 15H
Save TDS on interest โ€” annual declaration for seniors & low-income
โญ NEW
๐Ÿ“จ
Nominee Change Letter
Bank / MF / Insurance / Post Office โ€” add or change nominee
โญ NEW
โšฐ
Death Claim Letter Pack
Bank / LIC / EPF / PPF / MF claim letters with document checklist
โญ NEW
๐Ÿ“œ
Power of Attorney
General / Special POA with custom powers checklist
โญ NEW
๐Ÿชช
KYC Update Letter
Update name / address / mobile / email / bank with AMC / RTA / bank
โญ NEW
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Loan Foreclosure Request
Early closure letter for home / personal / auto / business loans
โญ NEW
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Rental Agreement (11-month)
Standard residential leave & licence agreement โ€” landlord/tenant
โญ NEW
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RTI Application
Right to Information Act 2005 โ€” info request to any public authority
โญ NEW
โš–
Consumer Complaint
Consumer Protection Act 2019 โ€” District / State / National forum
๐Ÿ’ผ

Tax & Insurance

4
๐Ÿ“‹
Insurance Maturity
Bima plan with 1.90% expense ratio
โญ PRO
๐Ÿ“‘
Income Tax (Old vs New)
FY 2024-25 regime comparison
โญ PRO
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Capital Gains Tax
LTCG/STCG for equity, MF, gold, bonds
โญ PRO
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Real Estate CG
Property tax with indexation, expenses, Sec 54/54EC
๐Ÿงฎ

Misc & Premium

2
โญ PRO
๐Ÿ“‰
Inflation Impact
How inflation erodes purchasing power
โญ PRO
๐Ÿฅง
Asset Allocation
Equity / Debt / Gold split by age & risk
AMFI Statutory Disclaimer
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.
Calculations are illustrative based on assumed returns and are not guaranteed. Past performance is not indicative of future results.