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*[[Introduction to Indian Financial Markets]] | *[[Introduction to Indian Financial Markets]] | ||
| + | *[[Getting started to Save and Invest]] | ||
| + | *[[Importance of Asset class]] | ||
*[[Securities Market Segments]] | *[[Securities Market Segments]] | ||
*[[Bank Deposits]] (Banks, Post Office etc.) | *[[Bank Deposits]] (Banks, Post Office etc.) | ||
**[[Credit Cards]] | **[[Credit Cards]] | ||
| − | + | *[[Sukanya Samriddhi Account]] | |
| − | |||
| − | |||
| − | |||
*[[Employees Provident Fund]] (EPF) | *[[Employees Provident Fund]] (EPF) | ||
*[[Gratuity]] | *[[Gratuity]] | ||
*[[National Pension Scheme]] (NPS) | *[[National Pension Scheme]] (NPS) | ||
| − | *[[Sovereign Gold Bonds]] | + | *[[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]] | *[[Asset Allocation and Investment Strategy]] | ||
*[[Investment Adviser and Regulatory Environment]] | *[[Investment Adviser and Regulatory Environment]] | ||
*[[Investment Products]] | *[[Investment Products]] | ||
| + | *[[Non Convertible Debentures]] (NCDs) | ||
*[[Investment Risk and its Measurement]] | *[[Investment Risk and its Measurement]] | ||
| + | *[[Risk Profiling]] | ||
*[[Measuring Investment Returns]] | *[[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 28: | Line 34: | ||
*[[Tracking Insurance data with Excel]] | *[[Tracking Insurance data with Excel]] | ||
*[[Fully Paid Up Insurance Policy]] | *[[Fully Paid Up Insurance Policy]] | ||
| + | *[[Insurance Planning]] - an Overview | ||
===Insurance Companies=== | ===Insurance Companies=== | ||
*[[Life Insurance Corporation]] | *[[Life Insurance Corporation]] | ||
| Line 36: | Line 43: | ||
==[[Taxation]]== | ==[[Taxation]]== | ||
| + | *[[Capital Gains]] | ||
*[[Long Term Capital Gains]] | *[[Long Term Capital Gains]] | ||
*[[Tax on Dividend Income]] | *[[Tax on Dividend Income]] | ||
| Line 44: | Line 52: | ||
*[[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 50: | Line 59: | ||
*[[Tax-free income]] | *[[Tax-free income]] | ||
*[[Taxation and Estate Planning]] | *[[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.)