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Will your SIP or lumpsum last through retirement?

Enter what you save, when you want to stop working, and what life will cost. We'll show — to the year — whether your money lasts, or how much more you need to invest.

  • 100% client-side — your data never leaves the browser
  • Year-by-year corpus chart with Magic Year marker
  • Inflation, returns and life expectancy tuned for India

The calculator

Pick a lifestyle (sets monthly expenses)
Advanced settings returns, inflation, step-up, top-up

/month today /month in years at % inflation

Enter your numbers to see if your money lasts

All calculations run locally — nothing is sent anywhere.

Corpus at retirement
in future rupees
First-year retirement expense
inflation-adjusted
Money lasts till age
based on your inputs
Legacy left at end of plan
at end of life expectancy
Required monthly SIP to close gap
in addition to current
Magic Year
when growth overtakes contributions
Wealth multiplier
corpus ÷ total invested
Final-year withdrawal
monthly need at end of plan
Total invested
your contributions only
Cost of starting 10 yrs late
extra SIP needed if you wait

Year-1-of-retirement expense breakdown

What ₹60,000 + ₹8,000/month becomes after 30 years of inflation:

    The Build

    Watching your money compound to retirement

    Corpus growth — the hockey stick
    Accumulation Retirement Shortfall Magic Year Flat (no step-up)

    The Harvest

    Turning corpus into a monthly paycheck

    Starting monthly withdrawal at retirement
    /month

    Use the Withdrawal step-up field above to model how the year-over-year withdrawal grows during retirement. Leave blank to follow general inflation, set to 0 for flat withdrawals (stress test), or set higher for lifestyle creep.

    How the calculator works

    Retirement planning has two phases. In the accumulation phase, you save and your investments grow. In the retirement phase, you withdraw an inflation-adjusted amount each year and the remaining corpus continues to earn a (more conservative) return.

    1. Project your corpus to retirement. For SIP we compound monthly with optional annual step-up and annual top-ups. For lumpsum we compound annually. Your existing corpus grows alongside.
    2. Inflate today's expenses to year of retirement. General expenses grow at general inflation; healthcare grows at its own (typically higher) rate. The two are summed to give the first-year retirement withdrawal in future rupees.
    3. Simulate retirement year by year. Each year we subtract that year's combined expense (general + healthcare, each grown at its own inflation) and grow the remainder at your post-retirement return — until the corpus runs out, or you reach life expectancy.
    4. Surface the milestones. We compute the Magic Year (when annual returns first exceed annual contributions), the wealth multiplier (corpus ÷ total invested), and the cost of waiting 10 more years to start.
    5. If there is a shortfall, we solve for the extra SIP needed. Using a binary search we find the additional monthly contribution that makes the corpus last exactly to your life expectancy.

    Sensible defaults — and why

    Pre-retirement return: 12%

    The Nifty 50 has compounded at ~12–13% over 25+ years. For an equity-heavy long-term portfolio this is reasonable, but conservative investors should model 9–10%.

    Post-retirement return: 8%

    After retirement most investors shift towards debt + equity (e.g., 30/70). Long-term blended returns of 7–9% are realistic. Don't keep everything in FDs — inflation will eat you alive.

    Inflation: 6%

    India's long-term CPI is around 6%. Lifestyle inflation (healthcare, travel, education) often runs higher. 6% is a good baseline; raise it if you have private healthcare needs.

    Life expectancy: 85

    Plan for longer than you expect. With improving healthcare, planning to 85–90 is prudent for most Indians retiring today. Running out of money at 78 is a much worse failure than dying at 85 with money left over.

    Frequently asked questions

    How much corpus do I need to retire in India?

    A common rule of thumb is 25–30× your annual post-retirement expenses, in future rupees. So if you expect ₹60,000/month today and retire in 25 years at 6% inflation, the first year of retirement will cost ~₹31L — and you'd need roughly ₹7.7 Cr at retirement. The calculator does this for you in real time.

    Will my SIP last through retirement?

    Five inputs decide this: monthly SIP, pre-retirement return, post-retirement return, inflation and life expectancy. Plug in conservative numbers (lower returns, higher inflation) and see if your money still lasts. If it does, you're robust to bad outcomes.

    What return rate should I assume?

    Pre-retirement: 11–12% for equity-heavy portfolios, 8–9% for balanced. Post-retirement: 7–9% for a 30/70 debt-equity mix. Don't model 15% — markets are mean-reverting and you don't want to be wrong about your retirement.

    What inflation rate should I use?

    6% is a good baseline for India. Use 7% if your retirement plans include international travel, premium healthcare, or private school grandkids.

    Is this calculator really free? Where does my data go?

    Yes, free, no sign-up. All calculations happen in your browser. Nothing — not your age, savings, or income — is sent to any server. Open DevTools and check; reload the page and everything is gone.

    Does it support FIRE (Financial Independence, Retire Early)?

    Absolutely. Set retirement age to 40 or 45, set life expectancy to 90, and check whether the math works. FIRE in India typically requires saving 50%+ of post-tax income with disciplined equity exposure.

    Can I model SIP step-up (annual increase)?

    Yes — the "SIP step-up" field lets you increase your monthly contribution by a fixed % every year. Even a 5% annual step-up dramatically reduces shortfall.

    Why is healthcare inflated separately at 10%?

    India's medical inflation has run at ~10–14% for the last decade — roughly double general CPI. Hospital bills, insurance premiums, and chronic-care medication all compound much faster than groceries. Lumping healthcare into the general 6–8% inflation bucket consistently under-projects retirement needs by 20–30%. This calculator separates it so the silent killer is visible.

    What is "annual top-up" and when do I use it?

    Beyond your monthly SIP, you can add a fixed lump every year — a bonus, RSU vest, freelance income, or tax refund redirected to your retirement bucket. The top-up is added at the end of each year of the accumulation phase and compounds with everything else. Even a ₹1L annual top-up moves the needle hard over 25 years.

    What is the "Magic Year"?

    The Magic Year is the point in your accumulation timeline where your corpus growth (returns) exceeds your contributions in that year — i.e., your money is now earning more than you're saving. After the Magic Year, you're effectively along for the compounding ride. For a 25-year-old starting a ₹20k SIP at 12%, this typically arrives around year 12–14.

    What does "wealth multiplier" mean?

    It's the ratio of corpus at retirement divided by total amount you invested. A 5× multiplier means every rupee you put in became five at retirement. Long horizons + equity returns + step-up are what push this number up.

    What is the 4% rule and does it apply in India?

    The 4% rule (Trinity Study) says you can safely withdraw 4% of your corpus in year one and adjust for inflation, with high probability of not running out over 30 years. India's higher inflation makes 3–3.5% safer for very long retirements (40+ years).

    Why does "starting 10 years late" cost so much more?

    Compounding is exponential — the last decade of accumulation does most of the heavy lifting. Skipping the first 10 years doesn't cost you 10/30 of the corpus; it costs you roughly 60–70%. The "Cost of starting 10 yrs late" card shows the exact extra monthly SIP a hypothetical late-starter would need to reach the same plan you've entered.

    Disclaimer

    This tool is for educational and planning purposes only. Returns shown are based on the assumptions you enter — actual market returns, inflation, taxes, and personal circumstances will differ. This is not investment, tax, or legal advice. Consult a SEBI-registered investment adviser (RIA) before making decisions involving your retirement.