This website is purely ACADEMIC in nature and NOT a stock market recommendation service or a tip provider. No live data or feeds are provided and all information is historic only. Information is provided for ease of understanding for the purpose of learning. Accuracy of definitions etc is not mantained. I am not a SEBI or IRDA registered.
Difference between revisions of "Template:PersonalFinance"
From Asuku.com
Cooleo (talk | contribs) |
Cooleo (talk | contribs) (→Taxation) |
||
(29 intermediate revisions by the same user not shown) | |||
Line 1: | Line 1: | ||
− | *Deposits (Banks, Post Office etc.) | + | *[[Introduction to Indian Financial Markets]] |
− | **[[Sukanya Samriddhi Account]] | + | *[[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) | *[[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]] | *[[Tracking Banking data with Spreadsheets]] | ||
*[[Aadhaar now made mandatory for small saving schemes]] | *[[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== | ==Types of Insurance== | ||
*[[Introduction to Insurance]] | *[[Introduction to Insurance]] | ||
Line 16: | Line 33: | ||
*[[Insurance for the family]] | *[[Insurance for the family]] | ||
*[[Tracking Insurance data with Excel]] | *[[Tracking Insurance data with Excel]] | ||
− | + | *[[Fully Paid Up Insurance Policy]] | |
+ | *[[Insurance Planning]] - an Overview | ||
===Insurance Companies=== | ===Insurance Companies=== | ||
*[[Life Insurance Corporation]] | *[[Life Insurance Corporation]] | ||
+ | |||
==Retirement== | ==Retirement== | ||
+ | *[[Retirement Planning]] | ||
*[[Pre and Post Retirement Financial Planning]] | *[[Pre and Post Retirement Financial Planning]] | ||
− | ==Taxation== | + | ==[[Taxation]]== |
+ | *[[Capital Gains]] | ||
+ | *[[Long Term Capital Gains]] | ||
*[[Tax on Dividend Income]] | *[[Tax on Dividend Income]] | ||
*[[Tax on Bonds]] | *[[Tax on Bonds]] | ||
*[[Tax on Fixed Deposits]] | *[[Tax on Fixed Deposits]] | ||
+ | *[[Tax Deduction at Source]] (TDS) | ||
*[[Filing Income Tax Returns]] | *[[Filing Income Tax Returns]] | ||
*[[Income-tax Return Forms]] or ITR Forms - Which form to use when? | *[[Income-tax Return Forms]] or ITR Forms - Which form to use when? | ||
*[[Income-tax Return Filing Due Dates]] | *[[Income-tax Return Filing Due Dates]] | ||
+ | *[[Income-tax Notice]] | ||
*[[Plan your tax payment and tax savings]] | *[[Plan your tax payment and tax savings]] | ||
*[[Saving tax under Section 80C]] | *[[Saving tax under Section 80C]] | ||
Line 34: | Line 58: | ||
*[[Tax on receiving gifts]] | *[[Tax on receiving gifts]] | ||
*[[Tax-free income]] | *[[Tax-free income]] | ||
+ | *[[Taxation and Estate Planning]] | ||
==Other Topics== | ==Other Topics== | ||
*Other related topics (bitcoin, Government policies etc.) | *Other related topics (bitcoin, Government policies etc.) |
Latest revision as of 04:20, 29 October 2019
- Introduction to Indian Financial Markets
- Getting started to Save and Invest
- Importance of Asset class
- Securities Market Segments
- Bank Deposits (Banks, Post Office etc.)
- Sukanya Samriddhi Account
- Employees Provident Fund (EPF)
- Gratuity
- National Pension Scheme (NPS)
- Investing in Gold
- 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
Retirement
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.)