Wealth Accumulation Calculator

JM Financial Services Limited presents the Wealth Calculator, a simple tool to calculate the future value of your investments. The highly configurable nature of the Wealth Calculator allows you to estimate the returns of your assets, whether they are in a savings account, mutual funds, or any other investment instrument.

Calculate Future Wealth that can be created through your regular investment (Please either enter the numeric value in the boxes or use the sliders to select the right amount)

Year(s)
My Investment Strategy
%
Monthly Investment
5000 for 5 years
Existing Investment
100000
Rate of Returns
12 %
Maturity Value
By 2027 at the rate of
%
of inflation
Worth of Investment could be

Slow, Steady, Strategic and disciplined will get you where you belong.

Start today!
What is the Wealth Calculator?

The Wealth Calculator is aimed at making your financial planning easy. It provides valuable insight into how your investments could grow under specific circumstances. This allows you to best analyse the use of your funds.

The Wealth Calculator is highly configurable, so you can adjust key assumptions, such as the expected return, frequency of investments and time horizon, to see how your returns would vary under different circumstances.

How to use the Wealth Calculator?
  • Fill out the required details like the investment time frame, expected return percentage, lump sum amount, if any, etc.
  • Make sure you are choosing the details in accordance with how frequently you can invest each time
  • Calculate and start your financial planning journey!
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Frequently Asked
Questions
If you still can’t find your query here, feel free to drop us an email using contact form.
Q1.

This depends on your planned investment horizon. If you wish to stay invested for 10 years, input 10 years in the calculator.
Q2.

The Wealth Calculator aims to provide insight into how your investments can grow in the future.