Artha Auto-Plan
by Meta Investment
HomeGoals → Grow Your Wealth
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Grow Your Wealth

Not every financial goal has a fixed target date or amount — sometimes the goal is simply to grow wealth steadily. Artha Auto-Plan supports this with a dedicated "Wealth Creation" goal tag you can apply to any mutual fund, stock, FD or other investment, plus a 25-year net worth projection that shows how your total wealth compounds over time across every asset class you hold. Figures are indicative projections based on the return assumptions in your plan, not guaranteed outcomes.

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25-Year Net Worth Projection

All your assets and liabilities are aggregated into a net worth statement and projected forward, so you can see the long-term trajectory of your total wealth, not just one account.

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Wealth Creation Goal Tag

Tag any investment — mutual funds, stocks, FDs, gold — to Wealth Creation instead of a specific goal, keeping general-purpose investing visible in your plan without forcing a fixed target date.

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14 Asset Classes, Each at Its Own Rate

Equity MF, debt MF, direct stocks, gold, real estate, EPF, NPS, PPF and more are each projected at their own expected return for a realistic blended picture of your growth.

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Add a Target Later, Anytime

If a specific wealth target and date emerges — say, a ₹1 crore milestone by a certain year — you can size the SIP for it directly under Other Goals whenever you're ready.

Frequently Asked Questions

Common questions about grow your wealth with Artha Auto-Plan

Does Artha Auto-Plan have a general wealth-building calculator?

Rather than one fixed calculator, Artha tags investments to a "Wealth Creation" goal and projects your total net worth 25 years forward — so you get an ongoing wealth-growth view rather than a single target-date SIP figure.

How does Artha project my net worth over time?

Every asset class you enter — mutual funds, stocks, EPF, NPS, PPF, FDs, gold, real estate — is projected forward at its own expected return, aggregated into a single net worth trajectory shown in your plan's PDF and dashboard.

Can I set a specific wealth target, like ₹1 crore by a certain age?

Yes — use the Other Goals section to set a named target amount and year, and Artha calculates the SIP needed just like it would for any other goal.

Ready to build your plan?

Free — no signup — takes 10–15 minutes — instant PDF + Excel download

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