WealthPath Analytics

Compare investments, plan financial goals, and evaluate capital projects — with the precision of institutional finance.

WealthPath Analytics is a multi-module financial planning platform built by our advisory team. From Monte Carlo-powered SIP comparisons to reverse goal planning and project feasibility analysis, it brings institutional modelling tools to individual investors, financial planners, and business owners across India and beyond.

35+ Metrics  ·  8 Currencies  ·  10,000 Simulation Paths  ·  PDF Export

Launch App →Free to use · No login required · Opens in a new tab
Monte Carlo Simulation
Multi-currency (8 currencies)
PDF Report Export
SIP / SWP Modelling
What’s Inside

Three Powerful Modules

Investment Comparison Engine

Analyse up to three investment scenarios simultaneously across 35+ financial metrics. Model SIP and SWP cash flows, factor in tax implications, inflation, and currency risk — then stress-test every assumption with a 10,000-path Monte Carlo simulation. Export institutional-quality PDF reports for your records or client presentations. Supports INR, USD, EUR, GBP, JPY, AED, SGD, and AUD.

Monte CarloSIP / SWP35+ MetricsPDF Export8 CurrenciesSensitivity Analysis

Goal Seek — Reverse Financial Planner

Define the wealth target you want to reach — the platform reverse-engineers everything else. Set a corpus goal and instantly calculate the required monthly SIP, return rate needed, or time horizon. All inputs stay interconnected: adjust one variable and the rest recalculate in real time, giving you a dynamic model of your financial path rather than a static snapshot.

Reverse PlanningTarget CorpusDynamic RecalculationLump-sum Analysis

Project Feasibility & Capital Allocation Engine

Evaluate business ventures and capital projects with the rigour of a professional feasibility study. Compute NPV, IRR, MIRR, and payback periods; rank competing investment opportunities by risk-adjusted return; and stress-test assumptions using probabilistic modelling. Built for entrepreneurs, business owners, and finance teams who need more than a spreadsheet.

NPV / IRR / MIRRRisk ScoringProbabilistic ModellingCapital Ranking

More Tools on the Way

We’re building additional tools to support your financial and business decisions.

Coming Soon

New financial tool in development

Coming Soon

New financial tool in development

Numbers Are
Just the Start

Our analytics platform gives you the model. Our advisors give you the judgement — built from years of cross-border tax, regulatory, and wealth structuring work. If the numbers reveal a decision worth acting on, we’re here.

* WealthPath Analytics is in active development. Features and interfaces may evolve.