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Wealth Harvest Planner

Plan(t) Today, Live Freely. Use the retirement date, monthly expense and target corpus from the Retirement Calculator to find the SIP required, compare it with your planned SIP, and test whether the resulting retirement withdrawals may last.

Wealth Harvest Planner

Plan(t) Today, Live Freely — calculate the SIP needed for your retirement target, compare it with your planned SIP, and test whether the retirement harvest can last.

Blank gray fields need your amounts. Green fields have been entered or changed; linked values are carried from Retirement.

Plant your wealth

Complete the Retirement Calculator first to bring your retirement date, monthly expense and target corpus into this plan.

Let it grow

Plan your retirement harvest

Starting SWP is ₹0 per month. You can edit the amount below to test another retirement income level.

Existing corpus planted
₹0
Total SIP contributions
₹0
Total amount planted
₹0
Corpus after SIP phase
₹0
Corpus when SWP begins
₹0
Required retirement corpus
Complete Retirement Calculator
Funding position when SWP begins
Complete Retirement Calculator
Monthly SIP required
Complete Retirement Calculator
Planned monthly SIP
₹0
Room after planned retirement SIP
₹0
Starting monthly retirement SWP
₹0
Total retirement income withdrawn
₹0
Retirement income lasts
Beyond 30 years
Retirement corpus after 30 years
₹0

The Retirement Calculator defines the SIP tenor, monthly income and target corpus. SIPs continue for that full tenor. Any selected moratorium starts only after SIPs end, allowing the corpus to grow without contributions or withdrawals before the first SWP. Actual mutual fund returns and withdrawal outcomes will vary.

PowerMyMoney

Wealth Harvest Planner

Plan(t) Today, Live Freely

Detailed illustrative calculation · 24/9/2026

Your assumptions

Existing investment corpus
₹0
Monthly SIP
₹0
SIP period
10 years
SIP expected return
10% p.a.
SWP moratorium after SIPs
None
Retirement target corpus
Not yet calculated
Starting retirement SWP
₹0 monthly
Return during SWP
8% p.a.
SWP projection period
30 years
Yearly SWP increase
5% yearly

Result summary

Existing corpus planted
₹0
Total SIP contributions
₹0
Total amount planted
₹0
Corpus after SIP phase
₹0
Corpus when SWP begins
₹0
Required retirement corpus
Not yet calculated
Funding position when SWP begins
Complete Retirement Calculator
Monthly SIP required
Not yet calculated
Planned monthly SIP
₹0
Starting monthly retirement SWP
₹0
Total retirement income withdrawn
₹0
Retirement income lasts
Beyond 30 years
Retirement corpus after 30 years
₹0

How the calculation works

  • Plant: each monthly SIP is added before that month's growth. Monthly rate = annual SIP return ÷ 12.
  • Existing corpus: the one-time opening amount compounds monthly alongside SIP contributions.
  • Grow: the combined corpus compounds monthly at the SIP return during the moratorium, with no withdrawals.
  • Starting SWP: either post-moratorium corpus × withdrawal rate ÷ 12, or the selected monthly amount increased through the moratorium.
  • Harvest: monthly growth is applied before each withdrawal. The chosen increase is applied after every 12 withdrawals.

Year-by-year calculation

Phase / yearOpeningAddedGrowthWithdrawnClosing
Plant 1₹0₹0₹0₹0₹0
Plant 2₹0₹0₹0₹0₹0
Plant 3₹0₹0₹0₹0₹0
Plant 4₹0₹0₹0₹0₹0
Plant 5₹0₹0₹0₹0₹0
Plant 6₹0₹0₹0₹0₹0
Plant 7₹0₹0₹0₹0₹0
Plant 8₹0₹0₹0₹0₹0
Plant 9₹0₹0₹0₹0₹0
Plant 10₹0₹0₹0₹0₹0
Harvest 1₹0₹0₹0₹0₹0
Harvest 2₹0₹0₹0₹0₹0
Harvest 3₹0₹0₹0₹0₹0
Harvest 4₹0₹0₹0₹0₹0
Harvest 5₹0₹0₹0₹0₹0
Harvest 6₹0₹0₹0₹0₹0
Harvest 7₹0₹0₹0₹0₹0
Harvest 8₹0₹0₹0₹0₹0
Harvest 9₹0₹0₹0₹0₹0
Harvest 10₹0₹0₹0₹0₹0
Harvest 11₹0₹0₹0₹0₹0
Harvest 12₹0₹0₹0₹0₹0
Harvest 13₹0₹0₹0₹0₹0
Harvest 14₹0₹0₹0₹0₹0
Harvest 15₹0₹0₹0₹0₹0
Harvest 16₹0₹0₹0₹0₹0
Harvest 17₹0₹0₹0₹0₹0
Harvest 18₹0₹0₹0₹0₹0
Harvest 19₹0₹0₹0₹0₹0
Harvest 20₹0₹0₹0₹0₹0
Harvest 21₹0₹0₹0₹0₹0
Harvest 22₹0₹0₹0₹0₹0
Harvest 23₹0₹0₹0₹0₹0
Harvest 24₹0₹0₹0₹0₹0
Harvest 25₹0₹0₹0₹0₹0
Harvest 26₹0₹0₹0₹0₹0
Harvest 27₹0₹0₹0₹0₹0
Harvest 28₹0₹0₹0₹0₹0
Harvest 29₹0₹0₹0₹0₹0
Harvest 30₹0₹0₹0₹0₹0

How to use this calculator

  • Complete the Retirement Calculator first so your retirement date, required corpus and monthly retirement expense carry into this planner.
  • Start with the base case of no existing corpus and no moratorium. The SIP tenor stays equal to all the years remaining to retirement.
  • Add any investment corpus already accumulated; it compounds from the beginning and reduces the monthly SIP required.
  • Choose an SWP moratorium if withdrawals will start later. It begins only after the full SIP tenor ends, so the corpus keeps growing without contributions or withdrawals and the monthly SIP required falls.
  • Review the starting SWP, which increases through any selected moratorium, or edit it to test another retirement income requirement.
  • Choose the expected return and projection period during retirement.
  • Keep your monthly harvest level, or increase it once a year by a percentage or fixed rupee amount.

Frequently asked questions

How is my existing investment corpus planted?
The base case starts at zero. Any amount you add is treated as a one-time investment at the beginning, compounds at the selected SIP return alongside your monthly SIPs, and reduces the additional SIP needed for the linked retirement target.
How is my first retirement SWP calculated?
The starting SWP increases through any selected moratorium to reflect the later withdrawal date. You can change that fixed amount or switch to a withdrawal rate based on the corpus available when SWP begins.
What happens during the growth moratorium?
The base case has no moratorium. If you add one, it starts only after the full SIP period ends. No further SIP is contributed and no money is harvested during that interval; the accumulated corpus keeps compounding, so the required monthly SIP is recalculated to a lower amount.
Can I increase my retirement harvest every year?
Yes. You can keep the SWP unchanged, raise it by a percentage each year to reflect inflation, or add a fixed rupee amount each year. A higher annual increase reduces how long the corpus lasts.
Why can the residual corpus grow even after withdrawals?
If the assumed return remains higher than the effective withdrawal rate, the corpus can continue growing while funding withdrawals. Real returns are uneven, however, so this is an illustration rather than a guarantee.

Turn this number into an actual roadmap

A calculator gives you a target. Getting there needs the right asset mix, insurance in place first, and a review every six months. The first consultation is free.

Disclaimer: Calculations are illustrative and assume constant returns. Mutual fund investments are subject to market risks. Read all scheme related documents carefully.