Investment Tools
Try out our path-breaking tech tools, each designed to guide, enable, and empower you
Over two decades of wealth management experience of our founder, resourcefulness & dynamism of a young founding team, backed by technology & intuitive thinking. All these elements are reflected in the path breaking tools introduced by Serenity and accessible to all. Please use these and if you have any clarification or feedback. Do GET IN TOUCH
Risk Assessment & Investment Policy Tool
Compute your required rate of return, compare it with your risk dashboard, and arrive at your strategic asset allocation and set investment rules.
Direct Vs Regular
We can’t think of a good reason why one should invest in regular plans. If already invested, should you switch to direct? Use the analyser to decide.
Expected Return Range framework
Basis your strategic asset allocation, compute the range of expected returns using the concept of normal distribution.
Retirement Mis-Calculator
Calculate the amount you need to save per month towards your retirement. Click to find out why we have called this as a Mis- Calculator.
Return Simulator
Travel back in time across three geographies to find out what your returns would have been.
