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NPS Process Chart

Downloads: 1902
August 16th, 2019

This file contains complete ‘process flow’ to open accounts under National Pension System (NPS). It includes online as well as offline process. (Pls note: If you are unable to open the file after download, you need to check Adobe Acrobat Version)

All in one Financial Calculator

Downloads: 10853
May 28th, 2018

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.

Client Summary Sheet

Downloads: 4047
November 10th, 2017

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 […]

Productivity Tracker

Downloads: 3956
November 7th, 2017

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

Client Risk Profile

Downloads: 4044
November 5th, 2017

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.

Client Master Sheet

Downloads: 3987
October 30th, 2017

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

IFA Business Targets

Downloads: 3640
October 28th, 2017

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.

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