Wealth Tools

They are free planning calculators for SIP growth, lumpsum value, retirement corpus, education goals, insurance need, asset allocation, emergency funds, SWP, CAGR/XIRR, and EMI versus investment trade-offs. Outputs are illustrative estimates only.

No. Results depend on the assumptions you enter. Investments in the securities market are subject to market risks. PrimeIdea Ventures does not guarantee returns.

No. Calculators are educational planning utilities. Suitability-based next steps come through a research-led portfolio review. PrimeIdea operates under SEBI Registered Research Analyst registration and does not present itself as a SEBI Registered Investment Adviser unless separately registered.

The research process is guided by Partha Shah, SEBI Registered Research Analyst INH000017815. Investors should verify registration independently.

Treat it as a starting range. Adjust assumptions, note the disclaimer, then book a portfolio review so holdings, risk, tax, and goals can be reviewed together.

Yes. The tools are available online. PrimeIdea is Vadodara-based and serves investors across Gujarat and India through office and video consultation models. It does not claim offices in other cities.