Free Tools & Resources
Download checklists, worksheets, quizzes, and market insights to help you plan your financial future. All resources are completely free and easy to use.
We believe in transparency and empowerment. That's why we've created a comprehensive collection of free resources to help you make informed financial decisions. Download what you need and start planning today.
Step-by-step guides to keep you organized
Checklist
A comprehensive checklist covering all aspects of financial planning: emergency funds, insurance, investments, retirement, and tax planning.
Checklist
Everything you need to know before buying a home: financial preparation, documentation, loan options, and cost calculations.
Checklist
Plan for your child's education: cost estimation, savings strategies, education loans, and investment vehicles for education goals.
Interactive worksheets to define and track your goals
Worksheet
Define SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) for all your financial objectives with prioritization matrix.
Excel
Worksheet
Track income and expenses month by month with automatic calculations, charts, and budget variance analysis.
Excel
Worksheet
Calculate retirement corpus needed, plan monthly withdrawals, adjust for inflation, and track progress toward your retirement goal.
Excel
Everything you need for account setup and onboarding
Checklist
Complete list of documents needed for KYC verification. Ensures smooth account setup with no delays or rejections.
Template
Pre-fill your personal information, bank details, and investment preferences. Speeds up the account opening process.
Guide
Learn about e-signature options, digital document signing, and how to sign investment documents online securely.
Assess your financial readiness and knowledge
Quiz
20-question quiz to assess your investment readiness, risk tolerance, and financial preparedness. Get instant results and recommendations.
Approx. 10 minutes
Calculator
Calculate exactly how much money you'll need for retirement based on your lifestyle, inflation expectations, and life expectancy.
Online Tool
Worksheet
Evaluate your financial knowledge in areas like budgeting, investing, insurance, and tax planning. Download personalized learning resources.
Interactive • 15-20 min
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Subscribe NowCalculate monthly EMI for loans including home, auto, personal, and education loans with amortization schedule.
Use NowCalculate returns from Systematic Investment Plans with different compounding frequencies and investment periods.
Use NowProject returns on lumpsum investments with compound annual growth rate calculations and comparison tools.
Use NowPlan multiple financial goals simultaneously and determine the monthly SIP required to achieve each goal.
Use NowCalculate tax liability, understand tax brackets, explore tax-saving investments like ELSS, and NSC.
Use NowDetermine appropriate life insurance cover based on income, liabilities, dependents, and financial goals.
Use NowDon't wait for right time. Get personalized advice from our expert advisors today.