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- Deposits (Banks, Post Office etc.)
- Investing (Equity shares, Mutual Funds, PMS, Bonds)
- Loan Management (Credit cards, personal loans, gold loans etc)
- Insurance (Life, General, Health etc)
- Tracking Banking data with Spreadsheets
Types of Insurance
- Introduction to Insurance
- Term Insurance
- Health Insurance
- Unit Linked Insurance Plans (ULIP)
- Reverse Mortgage Plans
- Insurance for the family
- Tracking Insurance data with Excel
- Income-tax Return Forms or ITR Forms - Which form to use when?
- Plan your tax payment and tax savings
- Saving tax under Section 80C
- Advance Tax - Who should pay? Due dates etc.
- Tax on receiving gifts
- Tax-free income
- Other related topics (bitcoin, Government policies etc.)