Fixed Deposit Calculators

These are the latest FD calculators: Download the FD calculator (suitable for FD durations in months and years) Update Oct 2013: Download the FD calculator (suitable for FD durations in months and years) with pre-tax and post-tax annualized yield for each month of investment. Download the FD calculator (suitable for FD durations in days) Download…

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Goal based Investing: 4-part series

Part I: A Step-By-Step Guide to Long Term Goal-Based Investing Download the Step-by-Step Goal-Based Investing Calculator Macros need to be enabled. Macro used is derived from Excel Workbook A standard goal calculator is also included for comparison. Part II: The What, Why, How and When of Portfolio Rebalancing Rebalacing Simulator Lite: Suitable for investors unfamiliar…

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SIP Returns Calculator

Article: Mutual Fund SIP Returns Calculator Calculators: Download the SIP-returns-investor-version Updated: Jan. 2104. Thanks to Shekar for pointing out an error in the CAGR calculation. Contents: versatile SIP corpus calculator, goal planner, SIP and lump sum returns (CAGR) calculator Download the SIP-returns-pro-version Updated: Jan. 2104. Thanks to Shekar for pointing out an error in the…

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Download a do it yourself financial planning guide by Rajesh Dalmia

Rajesh Dalmia a certified financial planner and director of Mandar Learning Academy has authored an impressive do it yourself financial planning guide for investors to understand the basic features of insurance planning and goal-based investing. The guide has four excellent calculation charts that enable one to calculate Necessary life insurance cover Corpus’s needed for retirement,…

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