Premium Downloads
DIY Financial Planning Kit
A complete toolkit with Excel sheets to organise your finances, plan your goals and financial freedom, calculate insurance needs, and align your investments with your risk profile.
1,499
Free Downloads
Organize and Know Your Financial Profile
Organize all your financial data in one place using this simple Excel template. Get a clear view of your income, expenses, assets, liabilities, and insurance to understand your financial position and identify gaps.
It helps your family know what you own—so they are never left searching during critical times.
Watch how to use the template here: https://youtu.be/NRlWoUOfjTA?si=1a0pmneKrkVWUx1A
Retirement Withdrawal Strategy – 3-Bucket Approach
Learn how to manage your post-retirement withdrawals using a simple three-bucket strategy for safety, liquidity, and long-term growth.
Time Value of Money Examples
See how your money can grow (or lose value) over time. Try real examples of lumpsum and SIP investments and also how to close loan earlier — using Excel formulas.
XIRR Calculator for Insurance Plans
Calculate the actual returns (XIRR) of your pension and money-back insurance plans to see their true performance before you decide buying such policies.
Real Estate Investment Returns – XIRR Calculator
Evaluate the real returns on your property investments, including rental income, costs, and future sale value—for both self-occupied and rental properties.
HUF Creation Guide & Template
A step-by-step guide to creating a Hindu Undivided Family (HUF), along with a ready-to-use affidavit template to simplify the process.