Financial tool
PMS Returns Calculator
Estimate your potential income
Illustrate a PMS mandate over time, with management fees included.
PMS Returns Calculator
wealthandcovers.com · +91 99900 03062 · 16 Oct 2026
Your numbers
Move a slider — the result updates as you go.
Your own assumption. Use a range — run the calculation at a pessimistic rate as well.
PMS and AIF fees materially change the outcome. Include them.
Illustrative value
₹1.18 Cr
₹1,17,63,027
Total invested
₹50.00 L
Illustrative gain
₹67.63 L
Lost to fees
₹15.37 L
At an assumed 15.0% a year net of a 2.00% fee, ₹50.00 L invested over 7 years projects to ₹1.18 Cr. Fees alone account for ₹15.37 L of foregone value. Effective annualised growth on your total outlay: 13.00%.
- This is an illustration, not a projection of what the instrument will deliver.
- AIF and PMS carry lock-ins, minimum ticket sizes and liquidity constraints that this figure does not capture.
- Returns are shown pre-tax. Capital gains treatment differs sharply across these instruments.
Market-linked investments carry market risk. Returns shown are illustrative projections based on the rate you entered — they are neither assured nor guaranteed. Past performance does not indicate future results. Read all scheme-related documents carefully.
The number is the easy half
What to buy, in what order, and what to leave alone — that is the conversation worth having.