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© 2026 Saswata S. Sengupta. All rights reserved.

    Blog/DhanPlan: a retirement calculator that speaks Indian finance
    Product Management

    DhanPlan: a retirement calculator that speaks Indian finance

    2026-09-01 · 7 min read

    The short answer

    Most retirement calculators are US-bound templates with a rupee symbol. DhanPlan treats Indian instruments — SIP, EPF, PPF, NPS, FIRE — as first-class columns, each with institutional-grade assumptions. It taught me that scope discipline and honest model math beat feature ceilings.

    Building a financial product is a product where the model is the product. DhanPlan started as a personal irritation: every calculator I tried asked for a 401k. India's mental math is not that.

    The scope decision

    We shipped four modules before adding anything else:

    • SIP — equity growth with inflation-adjusted terms
    • EPF & PPF — the two most Indian fixed instruments, with their year caps and growth floors
    • NPS — the worker's savings-with-tax angle
    • FIRE — the retirement milestone everyone in 2026 asks for

    Each module gets its own projection logic; the UI is honest that no model predicts a market.

    What made it ship

    The scoping rule was: a feature must be defensible by two public data points. If we couldn't cite the instrument's mechanics, it didn't ship. This killed feature-creep in week one.

    What the product taught me

    • Model quality over field count. Four truthful modules out-rank twenty wish-list fields.
    • Tests are part of the product. Breakage here loses trust along with money.
    • The boring math is the feature. A user who can't reconcile a number won't come back.

    What I'd do differently

    • Let the modules export a plan (CSV/JSON) before inviting login walls — export early, gate later.
    • Carve the inflation story harder. Users mentally undercount inflation; surfacing each row's real-growth number is the retention wedge.

    DhanPlan lives on the projects page. For the product-method side, data decisioning and scope from discovery are the PM muscle this product practices.

    Frequently asked questions

    What makes an Indian retirement calculator different?+
    It must model EPF, PPF, NPS, SIP, and FIRE with Indian taxation and inflation, not generic US assumptions.
    Can a single calculator handle India's many instruments?+
    Yes — each instrument is a module with its own growth and cap assumptions, orchestrated into one plan.
    What did building DhanPlan teach product?+
    Scope discipline: 4 well-modeled instruments beat a field soup with broken math.
    S

    Saswata S. Sengupta

    PM at Upcore Technologies. Cut checkout abandonment 73.1% to 53.9%. IIT Jodhpur MBA. All posts are grounded in shipped work with published numbers.

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