Wealth Calculator
Set a target and a time horizon. See the monthly SIP or the one-time amount it takes under three return assumptions, then talk to Fortune Bridge about turning the number into a plan.
Pick a scenario on the right to change what the chart shows. Rates are assumptions for illustration, not a prediction or a promise.
Monthly SIP needed to reach ₹5 Cr in 10 years
Year by year, Balanced scenario
| Year | Invested | Growth | Value |
|---|
For illustration only. Growth rates are assumptions, not a forecast or a guarantee. Figures ignore inflation, taxes, exit loads and fund expenses, and actual returns will differ. Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
How this works
Nothing hidden. These are the same formulas used across the industry, stated plainly.
Each instalment is invested at the start of the month and compounds monthly at one twelfth of the annual rate. The calculator finds the instalment that lands exactly on your target, or the value your chosen instalment grows to.
A single amount compounds once a year at the assumed rate. In goal mode it works backwards to the amount you would need to invest today.
Cautious at 10%, Balanced at 12% and Growth at 14% a year. They bracket a range of outcomes rather than predicting one. Equity funds have delivered above and below all three over different periods.
Inflation, taxes on gains, exit loads and the expense ratio of any specific fund. A real plan with Fortune Bridge accounts for all of these against your actual goal.
Next step
Bring this result to a conversation with Fortune Bridge. We will match it to the right mix of mutual funds and other products for your goal, your horizon and your comfort with risk.
