Personal Finance Management (key recommendation!)

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Finally coming to the last and most important part of the series of 'Personal Finance Management' is the process of opening a trading and bond investment
account, gathering insights about companies and mutual fund schemes, my source of learning, and important calculators.

Among the list of brokers in India, my family and I actively use Zerodha's platform for trading stocks and buying mutual funds. Hence, I wholeheartedly recommend their platform because of two main reasons: user-friendly and transparency.

Opening trading account:-
https://zerodha.com/?c=SW4068

Prerequisites: KYC documents (Aadhar card, PAN card), bank account, mobile number, email address.

I also liked the bond investment firm backed by Zerodha, named GoldenPi and Went Wealth.

Prerequisites: KYC documents (Aadhar card, PAN card), bank account, mobile number, email address.

Get insights about companies and mutual fund schemes:-
1.    Tickertape:
       https://www.tickertape.in/screener

2.    ET Money:
       https://www.etmoney.com/mutual-funds

3.    Tradingview:
       https://in.tradingview.com/

4.    Screener:
       https://www.screener.in/
 
IMPORTANT CALCULATORS:-
1.    Compound annual growth rate (CAGR) calculator:
       https://www.etmoney.com/tools-and-calculators/cagr-calculator

2.    Systematic Investment Plan (SIP) calculator:
       https://groww.in/calculators/sip-calculator

3.    Lump-sum calculator:
       https://groww.in/calculators/lumpsum-calculator  

4.    Public Provident Fund (PPF) calculator:
       https://groww.in/calculators/ppf-calculator

5.    Fixed deposit (FD) calculator:
       https://groww.in/calculators/fd-calculator

6.    Recurring deposit (RD) calculator:
       https://groww.in/calculators/rd-calculator

7.    Equated monthly installment (EMI) calculator:
       https://emicalculator.net/

MY SOURCE OF LEARNING:-
1.    Zerodha Varsity

2.    Let's Talk Money: You've Worked Hard for It, Now Make It Work for You

3.    Financial Affairs Of The Common Man: Master the Art of Personal Finance Management

4.    Coffee Can Investing: The Low Risk Road to Stupendous Wealth 

5.    Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!   

6.    The Psychology of Money

7.    Akshat Shrivastava

8.    ET Money

9.    Invest Mindset

For further clarification and/or personal consultations: fill out this google form (click here). 

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I hope you liked this series of blog post (Part-1 and Part-2) regarding personal finance management. I thank you for your time and I am always open to the conversation and feedback from your end!

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