Financial Planning Simulator

See how the pieces of your financial life interact.

Explore how cash flow, assets, liabilities, retirement and unexpected financial changes can alter the picture — without stock tips, product selling or live securities recommendations.

Understand See the numbers together instead of looking at each financial decision in isolation.

Stress-test Change assumptions and explore how selected scenarios affect the illustration.

Ask better questions The simulator reveals questions worth discussing; it does not give personalised advice.

Enter your access code

Use the access code shared during your Financial Wellbeing session. No name, email or mobile number is required.

How it works

A simulator, not a recommendation engine.

The purpose is to help you see how financial decisions connect. You remain in control of the numbers and assumptions used in the illustration.

Enter approximate financial information

Use the fictional sample household or enter round figures for income, expenses, assets, liabilities and retirement.

Explore the interactions

See Net Worth, cash flow, long-term illustrations, retirement and selected financial-resilience scenarios.

Leave with better questions

The simulator explains the arithmetic and trade-offs. It does not tell you which security to buy, sell or hold.

No identity is required to use the simulator. This welcome page does not ask for your name, email address, mobile number, PAN, Aadhaar, demat account or broker details. Simulator inputs should remain session-based unless you explicitly choose a future save/share option.