Download Tools

All in one Financial Calculator

This is a one stop excel sheet for all your financial calculations instantly.  It includes Future value of One time Investment, Future Value of SIP, SWP Calculator, One time + SIP Combo Calculator, Goal based SIP Calculator and others.

Downloads: 5203
May 28th, 2018

Client Summary Sheet

This excel sheet will help you keep records of all your client discussions, action plan, important dates and reminders and other items. It will give you a total synopsis of a client each time you review their investments and pending works or plan for a meeting. For each client, make a different excel sheet and […]

Downloads: 1857
November 10th, 2017

Productivity Tracker

A lot of IFAs work very hard but they are not productive. I made this productivity tracker so that you can see your effectiveness every day / every week / every month. Download it and see the difference it will create in your productivity from day 1. Sheet I Sheet II

Downloads: 1558
November 7th, 2017

Client Risk Profile

It is important to know the risk appetite and risk tolerance of the client. This two pager risk analyzer will help you ascertain your clients behavior towards investments and risks. It is recommended to use it for every client as it also serves the purpose of proper compliance.

Downloads: 2361
November 5th, 2017

Client Master Sheet

This excel sheet will help you become more effective in marketing and followup. It contains review tracker, meeting tracker and a lot of other fields (which you can customize also) which will help you manage your business well. Sheet I Sheet II

Downloads: 2256
October 30th, 2017

IFA Business Targets

It is important that an IFA should set her business targets and track it regularly. Simple and easy to use, this excel sheet will help you do exactly that.

Downloads: 1516
October 28th, 2017

© Copyright 2018 The Brijesh Dalmia Leadership Company. All Rights Reserved.