Our calculators answer a question in a minute. These are different — files you complete once, keep somewhere safe, and review each year. Each one is built for Indian households, and the price is shown on the card.
If something happened to you, could your family find your money? Record every account, policy and folio in one place — with the nominee and your intended heir side by side. It scores how ready your family would be and flags every account where the two disagree.
Get the workbook →Should you keep paying into that endowment policy? This works out the return your remaining premiums actually earn, given that you could surrender today — the forward IRR. Enter your own figures from the insurer; nothing is estimated for you.
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