How to Use the AI Financial Planner (Free, Private)
Get a personalised financial plan — emergency fund target, monthly SIP, retirement corpus, and asset allocation — using WorkPilot's free AI Financial Planner. Everything runs locally in your browser.
What the AI planner calculates
Enter age, income, expenses, savings, and risk appetite. The planner outputs emergency fund size, suggested SIP, retirement corpus (25× rule), equity/debt split, and a 10-year wealth projection.
Pair with calculators
Validate SIP amounts with the SIP Calculator. Check loan capacity via Loan Eligibility. Track net worth with the Net Worth Calculator.
Investment projection mode
The planner includes SIP projection with annual step-up — useful for salary hike planning. Compare with Investment Growth Calculator and SIP vs Lumpsum.
Free tools to use now
Open the free AI Financial Planner on WorkPilot — no signup, runs in your browser. Browse all 100+ finance calculators, comparison guides, and the AI Financial Planner.