PLATFORM ARCHITECTURE & CAPABILITIES

Built for Passive Investing, REITs & InvITs

Institutional KPI screener for index funds, ETFs, and listed trusts, complemented by a secondary suite of financial calculators.

PRIMARY KPI

Tracking Error KPI Screening

Annualized tracking error time-series comparison against benchmark category averages for passive funds and ETFs.

INSTITUTIONAL HUB

REIT & InvIT Facts Hub

Institutional analytics covering Indian listed trusts with multi-year performance matrix, portfolio holdings, and distribution schedules.

COST ANALYSIS

Direct TER & Expense Screening

Evaluate Total Expense Ratios (TER) across categories for maximum net passive investment return alignment.

DISTRIBUTION YIELD

Mandatory Cash Flow Yields

Inspect SEBI-mandated ≥90% NDCF distributions, dividend taxation, and Return of Capital (ROC) schedules.

SECONDARY SUITE

Secondary Calculator Suite

High-precision financial calculators for SIP, EMI, SWP, FD, PPF, and FIRE retirement wealth planning.

SECURE & FREE

100% Private & Open Access

Zero tracking and no login requirements. All calculations, chart comparisons, and PDF exports run directly in browser.

300+
INDEX CATALOG
Passive Mutual Funds & ETFs
Listed Trusts
REITs & InvITs
Institutional Analytics & Yields
15+
CALCULATOR SUITE
Secondary Wealth Tools
100%
FREE & OPEN
No Paywalls or Login
WORKFLOW & METHODOLOGY

How ProFinPlanner Works

Screen passive index investments using KPIs, then build your complete investment plan with our secondary calculators.

STEP 01

Select Benchmark Index

Choose from 300+ indices like Nifty 50, Nifty Next 50, Sensex, or Gold.

STEP 02

Screen KPI Metrics

Compare Tracking Error (%), Direct TER (%), and Category Average baselines.

STEP 03

Select Top Index Funds

Filter schemes with the lowest replication error for optimal index tracking.

STEP 04

Plan with Secondary Calculators

Use our secondary suite of 15+ calculators for SIP, EMI & SWP wealth projections.

FREQUENTLY ASKED QUESTIONS

Questions & Answers

Everything you need to know about our calculators and privacy policy.

We offer 15+ free calculators including SIP, EMI, Home Loan, FD, RD, PPF, EPF, NPS, SWP, SSY, Credit Card, Lumpsum, Annuity, FIRE, and Gratuity calculators. Each tool delivers instant calculations with exportable PDF reports.

Our tools execute standard financial formulas and compound interest algorithms used across banks and mutual fund platforms in India.

No. All calculations take place entirely within your client browser. No financial data or parameters are saved, tracked, or sent to external servers.

Zero signup required. All financial tools and PDF report generators are 100% free and open for public access.

Yes. Our layout is fully optimized for all mobile, tablet, and desktop viewports.