Overview
Axis Direct Portal
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They say if you can dream it, you can achieve it. All you need is a plan to take you there. There is no greater time than now to live your dreams. AxisDirect presents Financial Planning Tools - to help make your dreams come true.

Risk
Profiler

For a Quick Risk Assessment !!

Do your risk assessment by responding only six basic questions. Moreover get the suggested asset allocation plan which can be used to construct and manage your portfolio. Assess My Risk Now

Financial
Health
Checkup

Take the financial health check

It's easier than you think. By answering some quick questions about you and your current financial situation you can identify areas of your financial health which may need further attention and discussion. It only takes only 8 minutes and you won't need any paperwork. Check Health

Goal
Planning

An actionable plan for every dream

Every dream is important and equally important is a plan to achieve it. All you have to do is answer a few simple questions and our powerful financial planning tools can help you plan all your dreams. What's more, you shall also be suggested well-researched Equity and Mutual Fund investment ideas to put your plans into action. Start Now

Retirement
Planning

For a stress-free retired life

Every one dreams of a blissful and financially-secured retired life. Our innovative retirement planning tool can guide you on your journey towards this dream. It takes into account your present savings, your expenses and even your spouse's contribution, and suggests how much you need to save to maintain your standard of living in your golden years. Start Planning

Insurance
Planning

Protect your family

It's never too soon to make insurance part of your financial plan. Your need to protect your family and yourself against unforeseen circumstances is crucial. Find out how much insurance cover you need to support your dependants. Insure Yourself

EMI
Calculator

Get closer to your dreams

Find out how affordable a loan can be to fuel your dreams. Our quick and easy EMI Calculator can give you instant results based on your requirements. Calculate, re-calculate and find an EMI (easy monthly installments) plan that suits you. You can also apply for Axis Bank Easy Loans. Start Calculating

Tax
Corner

File your tax returns with ease

No more redundant paperwork and need of complex capital gain calculations. Get your market transactional capital gains autocalculated before filing your tax returns through AxisDirect's E-filing Solution - Powered by TaxSpanner.com File Tax Now

Prepare
Your Will

Where there is a will, there is a way !!

Transfer your assets safely to your loved ones. Make your Will today. A Will is perhaps the most important document you will sign. Your loved ones wish you a long life and it is your turn to play your part and make their future secure. Apply Now