Quick Reference Guides
Pocket-sized formula sheets and SEBI-compliant tables. Everything from LTCG slabs to Black-Scholes Greeks, condensed for quick revision.
Taxation
Capital gains tax (LTCG/STCG), indexation, exemptions under §54/54F/54EC, and personal income tax slabs for FY 2025-26.
Brokerage & Charges
STT, stamp duty, exchange fees, GST, and SEBI turnover charges across equity, derivatives, and commodity segments.
MF Categorization
SEBI scheme categorization rules, equity/debt/hybrid sub-categories, and asset allocation thresholds.
Investment Math
Compounding, SIP/lumpsum future value, XIRR, real vs nominal returns, and the Rule of 72.
Derivatives & Options
Black-Scholes pricing, option Greeks (Delta, Gamma, Theta, Vega, Rho), put-call parity, and futures margin.
Fixed Income
Bond pricing, YTM, duration, convexity, PV01, spot/forward/par rates, and credit spreads.
Portfolio & Risk
Sharpe and Sortino ratios, beta, alpha, R², standard deviation, and Modern Portfolio Theory metrics.
Insurance & KYC
Human Life Value (HLV), insurance premium components, and KYC-Aadhaar-PAN identification rules.