Personal Finance Ebooks, Formats & Calculators
| Presentation – NPS Withdrawal Rules, Performance & Annuity Options | A presentation on NPS withdrawals – partial, during VRS & on Retirement. Also, know NPS performance as on Jan 2022 & Pension Options. |
| Ebook – Mutual Fund Taxation Updated Feb 2022 | An eBook on MF Taxation covering MF Taxation, Capital Gain Taxes, & Indexation. |
| Conference Call Notes Morgan Housel 7 April 2020 | Morgan Housel of Collaborative Fund had a concall on 7 April 2020 titled “History of Volatility” organized by TATA MF India. Here are his slides, points & my notes. Read the last 2 pages – very imp in recent times. |
| EPF Guide on Withdrawing money due to Coronavirus or COVID 19 pandemic. | The government has allowed withdrawing partially from EPF in case you need funds to counter COVID 19. Here is how you can do it. |
Download Link Description
| Download Link | Description |
|---|---|
| Income Tax Reconer FY 2020-21 AY 2021-22
Income Tax Calculator FY 2019-20 AY 2020-21 Mutual Fund Tax Reckoner Post July 2019 Budget for AY2020-21 Tax Reckoner for FY 2019-20 & AY 2020-21 ELSS- Details & Comparison with other Tax-Saving Products 28 Tips to Save Tax (Updated 2018-19) |
Income Tax Slabs & MF Taxation for FY 2020-21 AY 2021-22
MF Taxation on Equity, Debt, Hybrid & Other Mutual Fund Schemes for Resident, NRIs, HUF, Companies & others. Mutual Fund Taxation, Capital Gains, Dividend Distribution Tax, Income Tax Slabs for Financial Year 2019-20 & Assesment Year 2020-21. (New) This ebook is about learning the meaning & importance of Goal Planning in Investments. Concept & Details. This Ebook is on ELSS (Equity Linked Savings Scheme) – Details & Comparison with other Tax-Saving Products! Updated Jan 2019 This e-book is a collection of 28 most practical tips on saving tax through efficient planning. Just go ahead and save lot of money! This is an complete NRI checklist on financial, NRI Banking, Investments, Equity, Income Tax, Power of Attorney, Home Loan & other services. This book connects the Marathon to Investing Life. A very good e-book by Franklin Templeton on the basic rules of Wealth Creation. This book is collection of updates & ONLINE instruction on UAN Activation, UAN Passbook Download Process, Submit Joint Declaration Online, Submission of Online & Manual Transfer Request/Claims with EPFO Department |
| Tax Planning Guide 2017-18 | Tax Planning Guide 2017-2018 Ebook will help individuals to plan their tax savings for this financial year. The aim is to save tax and invest as per goals. |
| Wealth Creation Ebook | A Definitive Guide to Start You on the path of Wealth Creation and all basic things that you need to know. |
| Child Education Calculator | Plan your child’s education & marriage goals. You can use this for calculator for staggered calculation as child may need funds for 3-6 years depending on the education. Also, you can calculate for 2 children at one go. |
| Ebook UNION BUDGET 2018 | This is an ebook covering various announcements on Personal Investments, Economy & Infrastructure In Budget 2018. Everything that matters to You & Me. |
| Simple Income Tax Calculator for 2017-18 (AY 2018-19) | Basic Income Tax calculator to Know Savings announced on Ist Feb 2017 during Budget 2017. |
| E-book Introduction to Financial Planning | E-book on financial planning. The concept, its role in your life and how to implement it. |
| E-book Financial Planning & Financial Planner- Advance Discussions | This is E-book covers the advanced topics on financial planning & help you to understand the financial planner’s role. It also helps you learn the financial planner’s perspective, his remuneration, his engagement and your expectations. This book is written by FPGI Team, Madhupam is a member of FPGI. |
| E-book Beginners Guide to Investments | E-book on how to start investing? What to look before investing your first Rupee? All questions answered in one book. |
| E-book Retirement Planning Guide | E-book on all about Retirement Planning. All questions answered with your definitive guide to planning your retirement from today. |
| E-book How to Achieve Financial Goals with Mutual Gunds | Ebook on how to invest in mutual funds to achieve your goals. Learn the sutras of investments with this picture guide. Investor awareness initiatives. |
| Financial Document Manager | Personal financial information template – a handy guide in emergencies. |
| Home Loan Prepayment Sheet | Analyze whether you should prepay your home loan or invest that money ? Which is a smarter thing to do? |
| Sample CIBIL Credit report | A PDF document which shows what the contents of your credit report from CIBIL look like. |
| Life Insurance Calculation | How much life insurance or life cover do you need to take ? Use this calculator to find out. |
| Monthly SIP Returns Calculator | This calculator finds out how much your money will grow to if you keep investing each month for some time period. |
| How Much Monthly SIP Calculator | This calculator calculates how much you need to invest each month to save for a future financial goal. |
| EMI Calculator | The EMI calculator finds out how much EMI (Equated Monthly Installment) you have to pay for a loan that you want to take. |
| CAGR Return of investments calculator | It measures the year-over-year (Compounded) growth rate of an investment over a specified period of time. |
| Future Value of 1 time investment calculator | This calculator finds out what your money will grow to if you were to invest today and leave it for some years. |
| Post tax returns of investments calculator | This calculator finds out the exact percentage of returns from your investment after you pay tax on it. |
| Comprehensive Life Insurance Calculator | This is the full detailed version taking into account your Assets, Liabilities, Income/Expenses & Future Goals. |
| Personal net worth calculation | How much are you worth today? Enter all your asset and liabilities data to find out your personal net worth. You can calculate it here also. |
| Random formulas | A sheet containing random useful formulas to calculate things like CAGR, Post-tax investments, inflation impact and much more. |
| Double Your Money Calculator | Double your money calculator |
| PPF Money growth | Do you know how your PPF money grows ? Check the calculations to find out how. |
| Budgeting sheets 1 and 2 (Home Budget Worksheet) | Two sheets to help you in budgeting and analyzing your personal cash flow statements. |
