VLOG – Finsafe Wellness

Vlog 42 - REIT - How to invest

Rea estate investment is a very favored form of investment. Rea estate investment is pretty expensive wherein one would have to take a loan for the same. Another way of investing in Real Estate is through Real Estate Investment Trust or REIT…

Vlog 41 - Gold Investment Options

Gold is one of the most favoured investment in Indian households. So what are the various options of buying Gold? Gold jewellery, gold coins, Gold ETF or Sovereign Gold Bond Scheme…

Vlog 40 - Mutual Funds Vs ULIPs

Unit Linked Insurance Plans are insurance cum investment plans. They are market linked products as well like equity mutual funds. So should one invest in a ULIP and get insurance and investment benefits as well?…

Vlog 39 - Equity Indices

What are stock market indices? What is Nifty and Sensex? Know the importance of these indices and how these indices are used as a benchmark to evaluate the performance of a particular mutual fund…

Vlog 38 - Purchase options in mutual funds

In the previous vlogs, we have talked about mutual funds, their advantage, types of mutual funds, mutual fund documents, how to open a mutual fund account etc.Here we talk about the various purchase options and…

Vlog 37 - Opening a mutual fund account

After having learnt about various mutual funds and why one should invest in it, the next step is to actually start investing or opening a mutual fund account start investing in mutual funds in this video…

Vlog 36 - Mutual Fund factsheet

One of the most important documents of mutual funds is the factsheet. The factsheet is a concise document with a plethora of information about how the fund is managed. It is disclosed on a monthly basis. The fact sheet covers basic information, like fund objective…

Vlog 35 - Mutual Fund Documents

Everyone who has heard about mutual funds has heard about “Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing.” In this video we are talking about the various mutual more..

Vlog 34 - Riskometer in mutual funds

SEBI has recently come out with new guidelines on riskometer, which will be effective from 1st Jan 2021. A riskometer depicts the risk associated with a category of mutual funds. capitalisation, volatility and impact cost..

Vlog 33 - NAV and expenses in mutual funds

While investing in fixed return instruments, you can easily invest based on the returns that you are getting. But what factors do you keep in mind while investing in mutual funds? Many people consider investing in NFO beneficial as the NAV is at Rs 10. Ideally, So..

Vlog 32 - Best investment options for long term

Some of your long term goals would be children’s education, marriage, retirement. Where should you invest for each of these goals? Which instruments can you look at? Should you invest in #equity funds, or #debt mutual…

Vlog 31 - Investment options for 10 years

Most people generally do not invest for long term. Also people tend to do #short term investments and keep renewing them, which puts you at reinvestment risk. The other options available are #ULIP or endowment plans but the returns of…

Vlog 30 - Best investment options for 5 to 7 years

Where can you invest your money for 5 to 7 years? You could look at 5 year #fixeddeposits, #taxsaving fixed deposits from Post Office, the #returns of both of which are #taxable. You could also look at #NSC or National Savings Certificate. You could also look at Short term #debt funds, click on the link to know more about Short term debt funds..

Vlog 29 -Best investment options for three years

If you have money for 3 years, where should you invest your money? Should one invest in #FixedDeposits or #company deposits? Should you invest in corporate bond funds or short term #debt funds? Watch our previous video on #debt funds, types of #debtfunds and factors that ..

Vlog 28 -Best investments for one year

With #interest rates at an all time low, it is becoming very difficult to make the right #investment choices. Should one invest in #FixedDeposits or #company deposits or low duration #Debt mutual funds or #ArbitrageFunds? What factors should you keep in mind while choosing the right #investment product?..

Vlog 27 -Where to invest money for short term

What are short-term #financial #goals? #Investment for short-term goals and long-term goals are different. Various products like #LiquidFunds and #FixedDeposits can help you with these goals? But what’s better and effective? Let’s figure out through this #vlog on quick #investments for short..

Vlog 26 - Debt Funds

Did you know that there are many types of #debt based #mutualfunds that can offer attractive #investmentreturns along with a comparatively lower #risk ? Know more about #debtmutualfund and its types..

Vlog 25 - Types of Equity Mutual Funds

For new #investors #equity mutual funds can be a good source of entry into the markets. The #investor gains through the power of compounding, cost-averaging and ability to make investments as small as Rs.500/month..

Vlog 24 - Mutual Fund Options

You can choose either a direct or a regular plan for your mutual fund investment. Both of these #plans come with their own set of advantages and limitations. Watch this video to know what would be suitable for your goals..

Vlog 23 - Types of Mutual Funds

Mutual Funds Sahi Hai, but what type of mutual fund is “Sahi” for your goals? #Mutualfunds can be divided into various type based on their structure and their nature of investments..

Vlog 22 - Mutual Funds Explained

You might have heard of the popular phrase, “Mutual Funds Sahi Hai”. But have you thought why it’s right for your #investment needs? This video approaches mutual funds through its basics and introduces you to the world of #mutualfund investing..

Vlog 21 - Direct Equity

Share, stock and equity are generally used synonymously in investments. To new investors, stock markets can seem intimidating. In the same time, investing in stocks can effect your portfolio in many ways..

Vlog 20 - Post Office Schemes

You might have heard about the NSC, Post Office RD, PPF and more. In this blog, you will understand all the Post Office Schemes in detail. Additionally, we’ll discuss schemes like Sukanya Samriddhi Yojana and MIS in detail..

Vlog 19 - Fixed Deposit

Fixed deposits might sound safe, but you might still be at risk! This is the risk of not being able to fulfil your financial goals. This video tells you all about Fixed Deposits..

Vlog 18 - National Pension Scheme

Did you know that there are many aspects to the NPS apart from tax planning? Yes, know all about NPs calculators, Tier I and Tier II NPS, how to choose investment options within…

Vlog 17 - Retirement Schemes

NPS, EPF, Pension Fund or Mutual Fund? Are you looking for more options? EPF, VPF or Pension Funds? Numerous options to choose from. Know what would be the best retireme…

Vlog 16 - Retirement Planning

How to plan for your retirement?
When to start planning for retirement? How much money is enough money to retire in India? What can be your first steps towards…

Vlog 15 - Financial Planning

How to plan your financial future? How to learn personal finance? Or, is it the right time to invest? Many such questions about personal finances cloud our mind. But the most …

Vlog 14 - Financial Goals

Do you wish to buy a new phone? Are you planning for higher studies? Or, are you planning a trip? Or, all of them together? Whether your goals are short term, medium…

Vlog 13 - Factors to keep in mind to earn more

What is inflation and how is it eating into your returns? What can you do to have more money? The way out is to invest into…

Vlog 12 - General Insurance

In this episode of the Vlog, Mrin Agarwal talks about other general insurance like vehicle insurance, travel insurance, home building insurance insurance, home contents…

Vlog 11 - Medical Insurance

How to choose a health insurance plan, how much amount to take and what riders to buy. Plus parents cover and top up.

Vlog 10 - Life Insurance

After talking about emergency funds, Mrin Agarwal now talks about other contingency planning. In this video, she talks about life insurance and its importance. Also the types…

Vlog 9 - Emergency Funds

Mrin Agarwal talks about the importance of having an emergency fund for unexected emergencies like loss of job, hospitalisation, etc. An amount equal to minimum of 6…

Vlog 8 - Financial Goals

In this episode of the financial independence Vlog, Mrin Agarwal talks about financial goals like children’s education, retirement and why they are so important. Also how your…

Vlog 7 - Investing Inertia

What are some of the reasons people don’t invest? The inertia behind investment could be lack of time as people put it. But it has more to do with the fear of taking complex financial..

Vlog 6 - Budgeting - 30/30/40 rule

In this episode of the Vlog, learn about the 30-30-40 rule which is so important to have a secure financial life. – 30% of your income should go towards your expenses including…

Vlog 5 - Controlling Spending

How can you control your spending? Keep a track of your expenses Make a post it with your short term goal and stick it on your credit card so that you are reminded of your goal and…

Vlog 4 - Money Mistakes

Listen to Mrin Agarwal in her Financial Independence Vlog as she speaks about the money mistakes that people make.

Vlog 3 - Investing Biases

In this third episode of the financial independence vlog, Mrin Agarwal talks about the investing biases that people have.

Vlog 2 - Talking about money

Watch the second episode of the Vlog where Mrin talks about the Money mindsets that people have around money.

Vlog 1 - Talking about money

A weekly Vlog by Mrin Agarwal where she talks about Why You need to Give Your Money Time. Watch this vlog every Friday to know about various topics related to personal finance.

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Disclaimer : The purpose of the Training Materials and the resources is to encourage you to plan for investments based on goals and is solely meant for education purposes. There is no guarantee that goals will be achieved. The workforce are advised to consult their investment / financial advisor, prior to taking any investment decisions. While, every care has been taken in preparing the Training Materials and the Documentation to ensure accuracy at the time of publication and creation, however, FINSAFE India Private Ltd assumes no responsibility for any errors, which despite all precautions may be found herein. Finsafe India Private Limited shall not be liable under, or in connection with:

loss of income;
loss of business profits or contracts;
business interruption;
loss of the use of money or anticipated savings
loss of information
loss of opportunity, goodwill or reputation;
loss of, damage to or corruption of data; or any indirect or consequential loss or damage of any kind howsoever arising and whether caused

All intellectual property rights in the Training Materials and the resources (whether registered or not) anywhere in the world belong to Finsafe India Private Limited.

ITR Form	Base Rate **	Services Offered
ITR 1	Rs. 750+taxes	Only for ITR 1 filing, Single Form 16 and only Salary Income
ITR 1	Rs. 1000+taxes	Multiple form 16, interest income from FD/Savings ac & salary income
ITR 2	Rs. 3500+taxes	Multiple form 16, Multiple house property, Capital gains from Indian stocks, house property, 1 Demat account, RSU Disclosure
ITR 2	Rs. 5000+taxes	Multiple form 16, Multiple house property, Capital gains from Indian stocks, house property, multiple Demat accounts – upto 5, sale of RSU
ITR 2	Rs. 7500+taxes	Multiple form 16, Multiple house property, Capital gains from Indian stocks, house property, multiple Demat accounts – upto 5,sale of RSU, filing of form 67, dividends from foreign stocks
ITR 2	Cost will be discussed based on complexity	Other than the above cases
ITR 3	Rs. 12,500	F&O Income and RSU
ITR 3	Cost will be discussed based on complexity	If Audit required