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Investment Planning

How to do Investment Planning ?

September 16, 2022August 1, 2022 CA. Kalpesh Karia
How to do Investment Planning

Introduction: How to do Investment Planning ? While reading the title of this post, you may ask , where is money to invest ? or have lots of money but need guidance on how to manage. I think these Read more […]

Categories Investment Planning, Personal Finance Tags Personal Finance 6 Comments

How to Set Financial Goals ?

September 16, 2022July 15, 2022 CA. Kalpesh Karia

Background: How to Set Financial Goals ? In earlier article we have understood How to do Money Management? . With Proper Budget and record keeping of your income and expenditure, you have saved money Read more […]

Categories Investment Planning, Personal Finance Tags Financial Planning, Personal Finance 1 Comment

How to calculate investment return with XIRR in Excel ?

March 6, 2023August 26, 2021 CA. Kalpesh Karia
How to calculate investment return with XIRR

Objective – How to calculate investment return with XIRR : This article can be useful for Investor, Finance Professional or students . As an investor you may be investing in various class of assets Read more […]

Categories Excel Tips, Investment Planning, Personal Finance Tags Personal Finance Leave a comment

Interest Rates of Various Post Office Saving Schemes

March 1, 2021 CA. Kalpesh Karia

Interest Rates of Various Post Office Saving Schemes in India: Normally investor finds it difficult to get details of post office scheme like, PPF, NSC, Sukanya Scheme at one place. This chart will Read more […]

Categories Investment Planning, Personal Finance Tags Post Office Schemes Leave a comment
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