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Wealth Health TRACKER

The filing, organizing, and managing app for all your money matters

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Wealth Health TRACKER

The filing, organizing, and managing app for all your money matters

Home
Investments
Insurances
Loan EMIs
Nominees | Legal Heirs
Monthly Budgeting
Plan Post-Retirement Finances
Financial Literacy

About
Contact
My Profile
- Dashboard
Help

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Investments
- NPS
- PPF
- EPF
- EPS
- SSY
- APY

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- Step 1 of 7

Have an NPS Investment?

File the details here. The app aggregates all your investments and provides you deep financial insights besides acting as a one-stop platform for all your personal finance details. For NPS, the app automatically calculates your notional profit till date, maturity corpus, and the monthly pension receivable.

Investor Information

Investment holder name *

Email *

Age *

Investment goal *

The goal for this investment can only be Planning for retirement

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Investment ID (PRAN No.)

The unique identification number (PRAN) assigned to this investment

Name of Central record keeping agency (CRA)

The agency responsible for maintaining subscriber records, managing transactions, and overseeing the fund flow within NPS

NPS account-type *

Type of NPS account

Who contributes to NPS? *

Self
Employer
Both self and employer

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Expected return on investment

Selected Value: 1

The average rate of interest expected over the tenure of this investment

Amount invested till now *

The total amount contributed by you so far

Start date - Self *

The date from when you started investing to NPS

Contribution interval *

Periodic
As and when

Whether the interval between two contributions is fixed or fluctuating

Periodicity *

The periodic frequency for contribution

Investment per month

Selected Value: 1

The intended amount of monthly investment by self

Investment per quarter

Selected Value: 500

The intended amount of quarterly investment by self

Investment per 6 months

Selected Value: 500

The intended amount of half-yearly investment by self

Investment per year

Selected Value: 0

The intended amount of yearly investment by self

Start date - Employer *

The date employer's contribution started

Invested amount by employer, till now *

The amount invested so far by the employer

Periodicity - Employer *

The frequency of the employer's contribution to NPS

NPS Nominee Other

Investment per month

Selected Value: 500

The amount invested monthly by employer

Investment per quarter

Selected Value: 500

The amount invested quarterly by employer

Investment per 6 months

Selected Value: 500

The amount invested half-yearly by employer

Investment per annum

Selected Value: 500

The amount invested yearly by employer

Total value of investment as on date *

The current value of your NPS investment, including employer's contribution and the return thereon (if applicable)

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Partial withdrawal in NPS is permitted after three years of membership (up to 25% of individual contribution) and can be made a maximum of three times during the tenure of the investment with a five-year gap between two partial withdrawals, unless in case of medical emergency.

Partial withdrawn *

Yes
No

Whether any amount was withdrawn

Total amount of partial withdrawal

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Post-maturity, you must buy 40% annuity at least, unless your maturity corpus is 5 lakhs or below. The amount of monthly pension is determined by the percentage of Maturity Corpus purchased as Annuity and the prevailing Annuity Rate at the time of purchase.

Annuity ratio

Percentage of planned annuity purchase after age 60.

Annuity rate - Expected

Selected Value: 1

The expected prevailing annuity rate when you turn 60

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Nominee

Relationship with nominee

Percentage share

Selected Value: 1

Their percentage share

Asset allocation

Equity
Corporate
Government
Alternate
Real Estate
Bonds

Select up to three asset categories to which your invested funds are allocated

Percentage allocation

Enter the allocation percentage for each asset category

Claim settlement procedure

Key documents

Click or drag files to this area to upload. You can upload up to 3 files.

Upload investment policy documents to store them at one central location

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