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Before investing checklist
Cash flow, emergency fund, insurance, debt, goals, horizon, risk comfort, and documents to read.
Practical money guides
Resources people can act on.
Use these checklists and explainers to ask better questions before you invest, buy insurance, borrow, plan taxes, or review a family financial decision.
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Monthly money worksheet
A simple household worksheet for income, needs, wants, commitments, savings, and review notes.
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Product questions checklist
Questions to ask before buying a financial product: cost, risk, lock-in, tax, liquidity, and alternatives.
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Scam red-flag checklist
Digital arrest threats, OTP requests, fake trading groups, guaranteed-return messages, and pressure tactics to stop immediately.
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Senior safety checklist
Steps to prevent insurance, endowment, and money-back plans being sold as fixed income or guaranteed investment products.
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Advanced product questions
Questions for REITs, InvITs, AIFs, PMS, structured products, real estate, GIFT City funds, and other alternate investments.
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Portfolio health check brief
What to prepare before a review: CAS, holdings, goals, time horizon, risk comfort, insurance, loans, and expected cash needs.
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Document safety checklist
Before sharing any financial document, remove OTPs, passwords, full account numbers, and unnecessary sensitive identifiers.
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Consultation preparation
Prepare goals, time horizon, cash-flow notes, insurance details, loans, and current holdings before a planning conversation.
Financial awareness workshop kit
Slides, agenda, handout, and feedback form for schools, colleges, companies, and resident associations.
Multilingual explainer series
Short guides and explainers designed for Hindi, Tamil, Telugu, Kannada, Marathi, Gujarati, and Bengali readers.
Scam awareness one-pager
Warning signs for fake tips, digital arrests, guaranteed-return messages, impersonation, unsafe account sharing, and fake trading apps.
Bank mis-selling conversation sheet
A simple question list before buying anything from a bank counter: commission, lock-in, surrender value, risk, charges, and whether it is optional.
Wills, trusts, and family documents list
A starter list for nominations, wills, asset registers, insurance records, loan papers, tax files, and emergency contacts.
Portfolio review preparation note
A simple guide to organise your holdings, goals, insurance policies, loans, cash needs, and questions before a portfolio health-check discussion.