Personal Finance

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Personal Finance

Mutual Funds

Equity

• Introduction to Indian Financial Markets
• Getting started to Save and Invest
• Importance of Asset class
• Securities Market Segments
• Bank Deposits (Banks, Post Office etc.)
  • Credit Cards
• Sukanya Samriddhi Account
• Employees Provident Fund (EPF)
• Gratuity
• National Pension Scheme (NPS)
• Investing in Gold
  • Sovereign Gold Bonds
  • Govt to launch sovereign gold bond scheme on 9 October, 2017
• Tracking Banking data with Spreadsheets
• Aadhaar now made mandatory for small saving schemes
• Asset Allocation and Investment Strategy
• Investment Adviser and Regulatory Environment
• Investment Products
• Non Convertible Debentures (NCDs)
• Investment Risk and its Measurement
• Risk Profiling
• Measuring Investment Returns
• Concept of Financial Planning and importance of Investment Adviser
• Power of Attorney (PoA)
• Concept of Lien when taking loans
• Loan Management (Credit cards, personal loans, gold loans etc)

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
• Fully Paid Up Insurance Policy
• Insurance Planning - an Overview

Insurance Companies

• Life Insurance Corporation

Retirement

• Retirement Planning
• Pre and Post Retirement Financial Planning

Taxation

• Capital Gains
• Long Term Capital Gains
• Tax on Dividend Income
• Tax on Bonds
• Tax on Fixed Deposits
• Tax Deduction at Source (TDS)
• Filing Income Tax Returns
• Income-tax Return Forms or ITR Forms - Which form to use when?
• Income-tax Return Filing Due Dates
• Income-tax Notice
• 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
• Taxation and Estate Planning

Other Topics

• Other related topics (bitcoin, Government policies etc.)