Guides built on what you actually need to know
Every resource here is organized by topic and life stage—SIP discipline, insurance assessment, tax planning, claims. No upsells. No jargon. AMFI and SEBI-compliant throughout.
Find what fits your situation
SIPs, fund types, and portfolio basics
Coverage assessment and policy comparison
Tax planning and claims walkthroughs
Plain-language notes on 80C, LTCG, and how to file an insurance claim from first notice to settlement—updated when rules change.
Step-by-step guides on choosing fund categories, setting up SIPs, and reading a factsheet without needing a finance degree.
Guides on life, health, and term cover—how to assess the right sum assured, read policy terms, and navigate the claims process.
Start with these four
Each guide is written for a specific decision point—not a generic overview. Download the one that matches where you are right now.
All materials carry mandatory AMFI/SEBI disclosures. No registration required to download.
Your First SIP: A Decision Checklist
How Much Cover Is Enough?
ELSS vs. PPF: A Plain Comparison
Filing a Health Claim: What to Expect
A needs-assessment worksheet covering income replacement, liabilities, and dependant care—so coverage is sized to your life, not a round number.
Five questions to answer before starting a SIP—risk tolerance, time horizon, fund category, and how to read the scheme document.
Side-by-side breakdown of lock-in, liquidity, tax treatment, and historical context—so the 80C decision is clear before March.
A document checklist and timeline from first notification to reimbursement—written so a family member can act on it without prior experience.
A guide is a starting point. A conversation moves it forward.
Once you've read what applies to you, the next step is a needs-based review with a named, AMFI-registered advisor—no commitment, no pitch deck.