Calculate Your Future Wealth
Why Choose The Capital Investment?
My Corpus Calculator
Add each investment you hold โ see today's value, when it matures, and what it grows to after any number of years.
| Type | Details | Current Value | Return % | Matures In | Maturity Amount | Added On | Edit | |
|---|---|---|---|---|---|---|---|---|
| {{ ce.displayType }} | {{ ce.details }} | {{ ce.currentValueFmt }} | {{ ce.rate }}% | {{ ce.maturityYears }} yrs | {{ ce.maturityAmountFmt }} | {{ ce.addedAtFmt }} |
Detailed Investment Portfolio
Category-wise Summary
| Category | Count | Total Invested | Current Value |
|---|---|---|---|
| {{ cat1.label }} | {{ cat1.count }} | {{ cat1.invested }} | {{ cat1.current }} |
Upcoming Financial Events
Your Investments
No detailed investments added yet. Use "+ Add Investment" to get started.
Add employees, assign clients, and control what each one can view, add, or edit.
โญSubscription
๐Send Notification
Reaches your employees and clients on the bell icon inside the app. A link and an image can be attached.
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Sent notifications
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๐ฌHelp & Support
Have a question or need help? Reach out and our team will get back to you.
WhatsApp โ Today's Work
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API Connection โ your own WhatsApp number
Schedule & Recipients
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Share with personal user logins
Instant Messages
Message Preview
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No active employees yet.
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Today's Send List
No numbers saved yet. Add mobile numbers to employee profiles.
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๐ฌOffices
Office Structure
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No employees in this office.
๐ขCompany
Company logo shown in the Owner / Advisor header and on printed reports.
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Office Name *
Address
Status
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๐ค Employee Name *
๐ฑ Mobile Number *
โ๏ธ Email
๐ผ Designation
๐ฌ Office
๐ Status
Assigned Clients
{{ clnEmployeeProfileName }} โ Complete Profile
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Status: {{ clnEmployeeProfileStatusLabel }} ยท Assigned Clients: {{ clnEmployeeProfileClientCountNum }}
Activity Timeline
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Pick a report above
No activity matches these filters.
Permission Settings
Manage what this employee can access and do in the system.
Permission Template
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No work assigned to this employee yet.
Completed Work
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Timeline
Complete history of all activities and interactions
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No activity recorded for this employee yet.
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Do you want to add a follow-up or a to-do for this client?
Assign To
Select Office
No employees added yet.
๐๏ธAdd Designation
Designation Name *
Permission Settings
Manage what this designation can access and do in the system.
Permission Template
Please Confirm
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Remove Employee?
Are you sure you want to remove {{ clnConfirmRemoveEmployeeName }}? This action cannot be undone.
Edit Profile
Business and contact details shown across the app
๐๏ธManage Designations and Permissions
Set permissions per designation and apply them to every employee with that designation. Individual employees can still be edited separately in their own profile.
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Permission Settings
Manage what this designation can access and do in the system.
Permission Template
๐ ๏ธManage
๐Reports
Pick a report above
Summary, Daily, Weekly, Monthly, All Activities, Completed or Employee-wise.
No employees added yet.
No activity matches these filters.
๐Permissions
Control what employees and clients can view, add, or edit. Enforced at the database level once Firebase is connected โ see the architecture doc.
Complete Activity Timeline
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Assigned to: {{ cpt1.assignedToName }} ยท {{ cpt1.status }}
๐๏ธ My Lists
Checklists you can tick off as you go.
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๐๏ธ
No lists yet
Create a checklist for documents, tasks or anything you want to track.
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Follow-up: {{ clnFollowUpPopupDate }}
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๐ Follow-ups
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Time: {{ clnFollowDetailTimeFmt }}
Additional Note: {{ clnFollowDetailNote }}
Timeline
Complete history of all activities and interactions
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๐ค {{ ctl1.assignedToName }}
No activity recorded yet for this client.
Follow-ups
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No follow-ups yet. Use "+ Add Follow-up" to schedule one.
Notes
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No notes yet. Use "+ Add Note" to record your first discussion.
List
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{{ clc1.progressLabel }}No lists yet. Use "+ Add List" to create your first checklist.
To-Do
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No to-dos for this client yet.
Meetings
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No meetings for this client yet.
Birthday
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๐ Upcoming Birthdays
No birthdays yet. Add a date of birth to a family member and it will appear here.
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Date of birth
No date of birth on file. Add one from Edit Client.
No calculations saved for this client yet. Use "Link to Client" when saving a calculator result.
๐Activity Reports
Pick a report above
No activity matches these filters.
๐Saved Reports
No reports generated yet. Reports are created when you view a saved calculation.
No PDFs generated yet.
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๐ค Name *
๐ค Select Client *
๐ Relation *
๐ฑ Mobile No.
๐ Date of Birth {{ clnBdayDobReq }}
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๐ค Client Name *
๐ฑ Mobile
๐ Date of Birth
โ๏ธ Email Address
๐ Address
๐ท๏ธ Select Label
No labels yet. Use "+ Add label" above.
๐ค Assigned to
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To-Do *
Heading
Saved item lists
No saved item lists yet. Use "Create Item List" to save one you can reuse.
New Item List
List
๐ค Link to Client (optional)
๐ Due Date
โฐ Due Time
๐ Repeat
๐ค Assigned to
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๐ค Client *
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๐ Date *
๐ Time *
๐ฒ WhatsApp Number
Meeting save thata j aa number par date, time, link/address ane note sathe WhatsApp message jase. Khaali rakho to kai nahi jay.
๐๏ธ Meeting Mode
๐ Meeting Link
๐ฌ Message
๐ Address
๐ Note
๐ Repeat
๐ค Assigned to
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๐ค Select Client *
What needs to be done? *
๐ Date *
๐ Time
๐ Additional Note
๐ Note *
๐ Repeat
๐ค Assigned to
Manage Labels
Manage Statuses
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View โFamily Members
Please enter a name.
Added Members
Select Investment Type
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* Required
Please fill all required fields marked with *.
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Results Update Automatically.
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Important Note
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Inflation applied: {{ inflationValue }}% p.a. โ Future Value: {{ goalAmountField.inflatedHint }}
Long-Term Capital Gain included: {{ goalLtcgHint }}
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* Compulsory
Please fill all required fields marked with *.
Generated PDFs
| No. | Name | Created Date | Calculator | Delete | |
|---|---|---|---|---|---|
| {{ gp1.index }} | {{ gp1.name }} | {{ gp1.dateTimeFmt }} | {{ gp1.label }} |
No PDFs generated yet.
Saved Results
Saved on this device. Load to reopen a calculation with its results.
| Type | Details | Current Value | Maturity Amount | Added On | Edit |
|---|---|---|---|---|---|
| {{ ce2.displayType }} | {{ ce2.details }} | {{ ce2.currentValueFmt }} | {{ ce2.maturityAmountFmt }} | {{ ce2.addedAtFmt }} |
No investments added yet. Use "+ Add Investment" to get started.
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| No. | Saved On | Input Data | Results | View | Delete | |
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No saved results yet. Use "Save Results" on any calculator.
Overview
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How It Works
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