Downloads
Practical guides, checklists, and planners for Indian investors — all free, all SEBI-compliant. Coming soon.
8
Resources
4
Guides
2
Checklists
2
Planners
8 Resources Coming Soon
PDFs are being prepared. Check back soon or contact us to be notified when they are ready.
Beginner's Guide to Mutual Funds
A plain-language guide covering what mutual funds are, how NAV works, types of funds, and how to start investing in India.
- What is a mutual fund
- Types of funds
- How to read NAV
- How to start a SIP
SIP Planning Guide
Step-by-step guide to calculating how much SIP you need for your goals, choosing the right fund, and setting up auto-debit.
- SIP calculation formula
- Goal-linked SIP amounts
- Choosing the right fund
- Auto-debit setup
ELSS & Tax Saving Investment Guide
Understand ELSS mutual funds, Section 80C benefits, the 3-year lock-in, and how to compare ELSS vs PPF vs NSC for tax saving.
- What is ELSS
- Section 80C — ₹1.5L deduction
- ELSS vs PPF vs NSC
- Lock-in period rules
How to Review Your Mutual Fund Portfolio
A practical guide to reviewing your portfolio annually — what metrics to check, when to rebalance, and how to track real returns using XIRR.
- What to check in annual review
- Understanding XIRR
- When to rebalance
- Red flags in a portfolio
Before You Start a SIP — Checklist
A quick pre-investment checklist covering KYC, bank mandate, emergency fund, insurance cover, and fund selection criteria.
- KYC completion
- Emergency fund check
- Insurance cover check
- Fund selection criteria
Annual Portfolio Review Checklist
A structured checklist to review your investments every year — performance, goal alignment, fund health, and rebalancing triggers.
- Performance vs benchmark
- Goal-amount gap
- Fund manager changes
- Rebalancing decision
Financial Goal Planning Worksheet
A fillable worksheet to map your life goals, assign timelines, estimate corpus needed, and calculate the monthly SIP required for each goal.
- Goal identification
- Timeline mapping
- Corpus calculation
- SIP amount per goal
Retirement Corpus Planner
A step-by-step planning sheet to estimate your retirement corpus, account for inflation, and calculate how much SIP to start today.
- Retirement age planning
- Inflation-adjusted expenses
- Corpus needed
- Monthly SIP to start now
PDFs are on their way
We are preparing all 8 resources. In the meantime, feel free to reach out and we will share what is ready directly with you.
Get NotifiedAll downloadable resources are for educational and informational purposes only and do not constitute investment advice. Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Avarsh Capital is an AMFI Registered MFD (ARN‑335547) and not a SEBI Registered Investment Adviser.
Talk to an Expert — Free
A free consultation with Harsh Thakkar helps you build a personalised investment plan while the guides are being prepared.
Start Investing With Confidence.
We will help you understand your investment options, explain the risks clearly, and guide you through the process — at your pace, based on your goals.
Mutual Fund investments are subject to market risks. Read all scheme‑related documents carefully before investing. Past performance is not indicative of future returns. This communication is for information purposes only and should not be construed as investment advice. Avarsh Capital is an AMFI Registered MFD (ARN‑335547) and not a SEBI Registered Investment Adviser.