WEALTH Portfolio
●
Active
Welcome to Wealth Portfolio
Enter your Zerodha Kite Connect API credentials to get started. Your credentials are stored securely in your browser and never sent to any server except Zerodha.
Get your API key from Kite Connect
Keep your API secret confidential
Don't have a request token?
🔒 Privacy & Security
- Your credentials are stored only in your browser (localStorage)
- No data is saved on any external server
- API calls go directly from your browser to Zerodha
- Clear your browser data to remove all credentials
Mutual Fund Recommendations
Answer questions to get personalized fund suggestions
Portfolio Allocation
| Category | Allocation % | Amount |
|---|---|---|
| Total | 100% | ₹0 |
Portfolio Growth Projection
Expected portfolio value over time based on your investment horizon
Monthly Investment
₹0
Total Invested
₹0
Expected Returns
₹0
Final Corpus
₹0
Recommended Funds for You
Loading your portfolio...
Invested
₹0
Current
₹0
Total P&L
₹0
+0%
XIRR
0%
₹33k/mo • 10% step-up
Update Monthly SIP
Enter your current total monthly SIP amount for accurate projections
Common values: 10%, 15%, 20%
Portfolio Allocation
Distribution by scheme type and market capitalization
Scheme Type
Market Cap
Growth Projection
Historical performance and 20-year projections across multiple scenarios
Your Mutual Fund Holdings
Complete list of all funds in your portfolio
| Fund | Avg. NAV | Curr. NAV | Invested | Current | P&L | Return % | AI Summary |
|---|
SIP & SWP Calculator
Plan your retirement with confidence. Calculate investment growth and withdrawal sustainability.
Investment Parameters
Configure your investment journey and withdrawal plan
After SIP stops, let corpus grow
Your retirement income needs
📋 Investment Summary
Your Plan
Investment Overview
Total Investment
₹0
Investment Phase
20 years
Retirement Age
60
Annual Withdrawal
₹24L
📊 Three Return Scenarios
Conservative
8% Annual Return
8%
Accumulated Corpus at Retirement
₹0
Withdrawal Duration
0 yrs
Depletes at
Age 0
Remaining Balance
₹0
⚠️ Corpus depletes before target age!
Moderate
10% Annual Return
10%
Accumulated Corpus at Retirement
₹0
Withdrawal Duration
0 yrs
Depletes at
Age 0
Remaining Balance
₹0
⚠️ Corpus depletes before target age!
Aggressive
12% Annual Return
12%
Accumulated Corpus at Retirement
₹0
Withdrawal Duration
0 yrs
Depletes at
Age 0
Remaining Balance
₹0
⚠️ Corpus depletes before target age!