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7 Planning Tools in One
Complete Financial Planning
Suite by KG Finvest
Tax saving calculator, retirement planner, child education fund, corporate FD, portfolio review, business insurance & EMI calculator — all in one place.
🧾 Tax / ELSS
🌅 Retirement
🎓 Child Education
🏦 Corporate FD
📊 Portfolio Review
🏢 Business Insurance
💳 EMI Calculator
🧾 Tax Saving & ELSS Calculator
Calculate your 80C tax savings, compare ELSS vs PPF vs NSC, and plan your tax-saving investments for FY 2025–26.
Your Tax Profile
Income₹12,00,000
Already invested₹50,000
ELSS Investment Plan Best for tax saving + wealth creation
Monthly SIP₹5,000
ELSS avg return14%
TAX SAVING SUMMARY — FY 2025–26
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Total Deductions
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Taxable Income
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ELSS 3yr Maturity
| Instrument | Lock-in | Returns | Tax Benefit | Liquidity |
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| ELSS Mutual Fund | 3 Years | 12–18% p.a. | 80C – ₹1.5L | High after 3yr |
| PPF | 15 Years | 7.1% p.a. | 80C – ₹1.5L | Low |
| NSC | 5 Years | 7.7% p.a. | 80C – ₹1.5L | None |
| ULIP | 5 Years | 8–12% p.a. | 80C – ₹1.5L | Low |
| Tax Saver FD | 5 Years | 6.5–7% p.a. | 80C – ₹1.5L | None |
⚖️ Tax Disclaimer
Tax calculations are indicative based on FY 2025–26 slabs. Actual tax liability may vary based on other income, deductions, and TDS. ELSS returns are not guaranteed. Please consult a CA or tax advisor. KG Finvest (ARN-301473) is an AMFI Registered MF Distributor.🌅 Retirement Planner
Plan your retirement corpus, monthly pension, and the investments needed to achieve financial freedom after retirement.
Your Details
Your age35 yrs
Target retirement60 yrs
Plan till80 yrs
Today's expenses₹50,000
Inflation6%
Pre-retirement CAGR12%
Conservative7%
PF, NPS, savings₹5,00,000
RETIREMENT CORPUS REQUIRED
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Monthly Need at Retirement
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Monthly SIP Required Now
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Corpus Shortfall / Surplus
⚖️ Disclaimer
Retirement projections are indicative and based on assumed returns and inflation rates. Actual results may vary significantly. Invest based on your risk profile. KG Finvest (ARN-301473) is an AMFI Registered MF Distributor. Mutual fund investments are subject to market risks.🎓 Child Education Fund Planner
Calculate how much to save every month to fund your child's higher education — engineering, medicine, MBA or study abroad.
Child & Education Details
Child age now3 yrs
College starts at18 yrs
Education inflation10%
SIP/MF return12%
Already saved₹0
EDUCATION FUND REQUIRED
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Monthly SIP Needed
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Lumpsum Alternative
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Years to Goal
🏦 Corporate Fixed Deposit Calculator
Compare returns from top Corporate FDs — Bajaj Finance, Mahindra, Shriram, PNB Housing and more. Get higher rates than bank FDs.
Investor Details
FD Amount₹5,00,000
CORPORATE FD COMPARISON
| Company | Rating | Rate (General) | Rate (Senior) | Maturity / Income | Min. Invest |
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Best Maturity Value
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Total Interest Earned
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Monthly Income Option
⚖️ Disclaimer
Corporate FD rates are indicative and subject to change. These are not guaranteed by RBI or DICGC. Please verify current rates before investing. Corporate FDs carry credit risk — invest based on company credit rating and your risk appetite.📊 Portfolio Review Request
Upload your mutual fund statement / portfolio details and our expert will do a free portfolio health check — rebalancing recommendations included.
Your Details Free service — no obligation
Portfolio Health Checklist
Tick the areas you want reviewed:
Fund performance vs benchmark
Asset allocation (equity / debt / gold)
Overlap between funds — consolidation
Tax efficiency (LTCG / STCG optimisation)
SIP review — amount and frequency
Goal-based portfolio mapping
Risk-return ratio analysis
Insurance adequacy review
🏢 Business & Commercial Insurance
Workmen compensation, shop insurance, machinery insurance, office package — get quotes for all commercial insurance types.
Select Insurance Type
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Workmen Compensation
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Shop Insurance
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Machinery Insurance
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Office Package
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Fire & Burglary
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Public Liability
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Marine / Transit
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Keyman Insurance
💳 Loan EMI Calculator
Calculate monthly EMI for home loan, personal loan, car loan and more. Compare different tenures and rates instantly.
Loan Details
Principal₹30,00,000
Annual rate7.1%
Duration20 yrs
One-time0.5%
EMI CALCULATION RESULT
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Monthly EMI payable
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Total Payment
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Total Interest
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Processing Fee
📊 Year-by-Year Amortisation Schedule
| Year | Opening Balance | Principal Paid | Interest Paid | Closing Balance |
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