Plan now

Calculators you can count on!

Do you need to figure out your monthly savings, tax gap, insurance gap, cost of future goal, or the right balance in your financial portfolio? Let these clever calculators do the math for you and simplify your financial decisions.

To embark on the path of wealth creation, you must first be sure about what you spend and what you save each month. This calculator helps you determine your household budget and the resultant savings.

You can save more than Rs. 45000 in taxes each year by investing Rs. 1.5 lakhs under Section 80C. But don’t just blindly invest in any instrument. Find out which one is the best fit for you.

Tell us what your goals are. We’ll then help you break down those large goals into digestible, bite-sized chunks, and you’ll soon figure out that achieving them is not as difficult as you think!

A healthy life cover is the cornerstone of a strong financial plan. Use this calculator to determine the amount of insurance you need so your family can live a financially secure life.

The right allocation between equity and debt is the starting point for your wealth creation objectives. Use this calculator to find out the optimal balance between growth and stability in your portfolio.

Reach out to us at hello@peakalpha.com or call us +91-80-4672 0700 to schedule an appointment.

Disclaimer: While these calculators are quick and easy to use, they are meant for illustration purposes only. They do not replace the detailed analysis of a financial planner.
Please note that these tools are also based on a number of assumptions and hence the results are estimates and guidelines only and are not to be construed as financial advice.

STEPS TO CHECK YOUR KYC STATUS:

  1. Visit www.cvlkra.com and click on KYC Inquiry
  2. Enter your 10-digit PAN and Captcha and click on Submit
  3. Your KYC Status will be displayed as ‘KYC Validated / KYC Registered / KYC On-Hold’

WHAT DOES EACH KYC STATUS IMPLY?

  • KYC VALIDATED
  • Relax! You have to do nothing at all!
  • Over 73% of investors are KYC Validated, you too are one of them.
  • You can do any transaction in any mutual fund, anytime.
  • KYC REGISTERED
  • You can continue making transactions (like Purchases, Redemptions, Switches, SIPs, etc.) in all your existing Mutual Fund investments
    without any hassle.
  • Only if you want to invest in a mutual fund where you don’t have any investment already, you will have to do your KYC once again.
  • You can get your KYC status changed to ‘KYC Validated’ by doing the KYC Update/ KYC Modification process using PAN and Aadhaar from
    XML, Digi-locker or M-Aadhaar.
  • The process to do this is simple, available on all Mutual Fund/RTA websites and takes few minutes to complete.
  • Once your KYC status changes to Validated you can invest in any Mutual Fund of your choice without any requirement of re-KYC.
  • KYC ON-HOLD/REJECTED
  • The KYC status on the Mutual Fund /RTA website, will show the reason for ‘KYC On-Hold’/Rejected status; it could be: Mobile or Email not
    validated / PAN is not linked with Aadhaar / Deficiency in the KYC documents, etc.
  • You simply have to remediate the reason for KYC On-Hold/Rejected by following the steps given on the Mutual Fund Website. Once your
    KYC status changes to Registered/Validated you will be all set to start transacting, as per the KYC status.
  • The steps to resolve any KYC issues are easy and can be done from the comfort of your home. In case of any difficulties, feel free to contact
    your intermediaries or KRAs office/ helpline (available on their website) for further assistance.

This will close in 0 seconds