How to Use These Templates
- Click on the link to open the template in Google Sheets.
- Make a copy by going to File > Make a copy in Google Sheets.
- Each template includes instructions, working details, and assumptions. Adjust these to suit your needs.
- For Excel format or downloadable versions, please contact us.
- For personalized advice, reach out to our consultancy team.
Featured Template: Retirement SIP and SWP Planning
Our most downloaded and viewed template! This advanced tool shows real retirement planning with comprehensive explanations:
- Transparent calculations for SIP (Systematic Investment Plan) savings
- SWP (Systematic Withdrawal Plan) for monthly income during retirement
- Plug-and-play format for easy customization
- Detailed explanations make complex planning accessible
This type of advanced, open-domain template is rare. We're providing it for the benefit of our readers, offering transparency in retirement planning that's usually not visible.
Open Tamil Version Open English VersionSIP Books with Excel Calculations
For advanced learners who want to calculate SIP returns, decide on SIP amounts, and use Excel effectively for SIP planning:
Download English SIP Book Download Tamil SIP BookMaster Personal Finance Template
This comprehensive template covers 9 essential financial calculations in one place:
- FV (Future Value): Calculate the future value of an investment
- PV (Present Value): Determine the current value of future cash flows
- Rate (Rate of Return): Calculate the interest rate on an investment
- Effect (Effect of Compounding): Understand the impact of compounding frequency
- Compounding (Impact of Compounding): See how compounding affects your investments over time
- Insurance (Real Return Insurance): Calculate real returns on insurance policies
- IRR (Internal Rate of Return): Measure the profitability of potential investments
- XIRR (Extended Internal Rate of Return): Calculate returns for irregular cash flows
- PMT (Payment Calculation): Compute loan payments or regular investment amounts
Goal-Based Financial Planning Templates
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Child Plan - Top up SIP
Plan for your child's future with a Systematic Investment Plan (SIP) that increases over time.
Open Template -
Housing Loan Margin Model
Calculate and plan for housing loan margins and repayments.
Open Template -
Rate of Return SIP vs Excel
Compare SIP returns with other investment options.
Open Template
SIP Maturity Amount Calculator
"மாதந்தோறும் ரூ.10,000 வீதம் ஐந்து ஆண்டுகளுக்கு முதலீடு செய்ய திட்டமிட்டுள்ளேன். எனக்கு ஏற்ற முதலீட்டுத் திட்டம் எது? இந்த முதலீட்டுக்கு என்ன வருமானம் கிடைக்கும்?"
Open Tamil Calculator Open English Calculator (Coming Soon)Excel Tutorial Series for Financial Planning
Master essential Excel functions for personal finance with our step-by-step tutorials. Each tutorial includes explanations and individual templates:
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