Home FINANCIAL MANAGEMENT/PLANNING

FINANCIAL MANAGEMENT/PLANNING

Post Office Monthly Income Scheme (PO-MIS) is a good scheme to generate fixed income every month by depositing a fixed amount. We have designed a simple excel based Post Office MIS calculator where you can input the investment amount, interest...
Muthoot Fincorp Ltd has come out with public issue of “Muthoot Fincorp NCD June 2020” (non-convertible debentures) offering up to 9.75% interest rate and opens for subscription from June 29, 2020.Muthoot Fincorp Ltd is a non-deposit taking NBFC (non-banking finance...
CIF or Customer Identification File is a virtual file with the bank which contains all personal & financial details of a customer (like SBI CIF Number). This means it has all information including valid photo id, signature, address details, etc....
The Government of India has announced the launch of Floating Rate Savings Bonds, 2020 (Taxable) or FRSB 2020 on July 1, 2020. This is the replacement of recently discontinued RBI 7.75% taxable 2018 bonds.RBI Floating Rate Savings Bonds 2020 FeaturesRate...
Every year there are changes in the Income Tax rules of India in the Union Budget. Keeping these changes in mind we come up with our Income Tax Calculator India every year. The latest budget was presented in February 2020...
PPF (Public Provident Fund) is one of the most popular investment in India and rightly so. It’s safe, backed by Government and gives tax free returns. We have designed this Excel based calculator for PPF Withdrawal, Loan and Maturity which...
It would be an understatement to say that the COVID-19 pandemic has turned everyone’s lives upside down. If you’re anything like me, your living room has become your office and your classroom for your kids. And while I sincerely hope your adviser business isn’t suffering, I realize that...
Now that states are beginning the process of opening for business, it is not too soon for financial advisers and planners to take yourselves out of reaction mode and back into making this a breakout year for your business. Notice that I said “breakout” not...
With social distancing being our new normal (at least for the short term but possibly for longer), most people would agree they are ready to get back to living their lives like we were before the COVID-19 pandemic—as close as we safely can, that is. However, until that...
The COVID-19 pandemic has brought about challenges for you, your employees and your clients alike. In a recent call in FPA’s Planner-to-Planner conversation series powered by TD Ameritrade Institutional and Vanguard, host Elizabeth Jetton, M.Ed., CFP®, led a discussion among thought leaders on how they’ve been and plan to...