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Solutions
What you can do with SwayamDhan today.
Self-service portfolio
Add family members, accounts, and holdings yourself — or bulk-import them from a CSV.
India capital-gains tax view
LTCG/STCG classification, an estimated tax at today's rates, and a tax-efficient sell order.
Will I retire OK?
Three sliders, one honest answer — full deterministic and Monte Carlo detail for the curious.
Family Wealth Advisor
Deploy-cash guidance, an SIP planner, and a fund consolidation map, tailored to your household.
Ask AI
A natural-language assistant that answers questions against your own plan and data — nothing more.