Deepak Wealth Framework
STP Calculator
Systematic Transfer Plan — Move money from debt to equity in a disciplined, market-timing-free way
Client Details (Optional)
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STP Details
₹
₹
⚠ Partial Transfer: Some balance remains in the source fund at the end of the selected period. Increase the transfer rate/amount or extend the period to fully deploy your money into the target fund.
✓ Fully Deployed: Your entire source fund was transferred into the target fund and continued growing in equity.
Monthly Transfer
₹20,000
Moved from source to target each month
Target Fund Value
—
Equity fund value at end of period
Source Fund Balance
—
Remaining in debt/liquid fund
Total Fund Value
—
Source + Target combined, end of period
Total Wealth Gained
—
Combined growth over lump sum invested
📈 Source vs Target Fund Over Time
Target Fund (Equity)
Source Fund (Debt/Liquid)
📋 Year-by-Year Breakdown
| Year | Source Opening | Transferred Out | Source Closing | Target Closing | Total Value (Source+Target) |
|---|
Disclaimer: This calculator is for illustrative purposes only. Mutual fund returns are market-linked and not guaranteed. Past performance does not indicate future results. Please consult a SEBI-registered financial advisor before investing.
deepakwealth.com | Deepak Gokul, CWM®, Certified Retirement Adviser | ARN-328771
deepakwealth.com | Deepak Gokul, CWM®, Certified Retirement Adviser | ARN-328771
DG
Deepak Gokul, CWM®
Chartered Wealth Manager · Certified Retirement Adviser · Founder, Deepak Wealth Framework
AMFI Registered MFD | ARN-328771 | Deepak Wealth Framework Pvt Ltd
Deepak Gokul specialises in goal-based financial planning, child education planning, SIP investments, mutual fund advisory, and retirement planning for families across the globe. With his Chartered Wealth Manager (CWM®) certification and specialised training in retirement advisory, Deepak helps clients build long-term wealth through structured, disciplined financial planning.
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📍 Pallikaranai, Chennai
UR
Dr. Uma Rani, BPT
IRDAI Licensed Insurance Advisor · Co-Founder, Deepak Wealth Framework
IRDAI Licensed Insurance Advisor (Health, General & Life) · NISM-Series-V-A Qualified (Mutual Fund Distributors) · Deepak Wealth Framework Pvt Ltd
Dr. Uma Rani is individually licensed by IRDAI to advise on health, general, and life insurance, and has cleared the NISM-Series-V-A certification for Mutual Fund Distributors. As co-founder of Deepak Wealth Framework, she works alongside Deepak Gokul to help clients build the right insurance safety net alongside their investment and retirement plans.
📍 Pallikaranai, Chennai