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Finance & Accounting

4 subcategories · 160 prompts available · 8 free

Audit, valuation, advisory and bookkeeping prompts tuned for Indian tax and regulations.

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Act as a senior bookkeeper with 10 years experience handling Indian MSME accounts in Tally ERP 9 and Tally Pri…

tallyvendor-billsgsttdsFREE

Act as a bookkeeper with 8 years experience reconciling Indian current accounts in Zoho Books and Tally Prime.…

bank-reconciliationhdfcbrszoho-booksFREE

Act as an accounting manager with 9 years experience closing books for Indian DPIIT-recognised startups. I nee…

month-end-closestartupzoho-bookschecklist

Act as an indirect tax bookkeeper with 7 years experience doing 2B reconciliation for Indian manufacturers. I …

gstr-2bitc-reconciliationpurchase-registertally
analysis · any🔒 Unlock — ₹299

Act as a payroll bookkeeper with 8 years experience processing salaries for Indian SMEs with 50-200 employees.…

payrollpfesiprofessional-tax

Act as an AR bookkeeper with 6 years experience managing receivables for Indian B2B wholesalers. I need you to…

accounts-receivableaging-reportdsocollections
analysis · any🔒 Unlock — ₹299

Act as a junior accountant with 3 years experience in Tally ERP 9 working under a CA firm. I need you to categ…

petty-cashexpense-categorizationtally40a3

Act as a bookkeeper with 7 years experience handling fixed asset accounting under Companies Act 2013 and Incom…

capexdepreciationfixed-assetsschedule-ii
analysis · any🔒 Unlock — ₹299

Act as an accounts payable executive with 5 years experience processing vendor payments in Zoho Books for Indi…

accounts-payablevendor-paymenttdszoho-books

Act as a bookkeeper with 8 years experience in Indian SME accounting under accrual basis. I need you to prepar…

provisionsprepaidmonth-end-closejournal-entries

Act as a fresher bookkeeper with 1 year experience in Tally Prime handling a Surat textile wholesaler's daily …

tally-primesales-invoicegsthsn

Act as an AR manager with 10 years experience in credit control for Indian B2B firms. I need you to draft a 4-…

dunning-lettercredit-controlcollectionsmsmed-act

Act as a bookkeeper with 5 years experience reconciling Indian payment gateway settlements. I need you to buil…

razorpaypayment-gatewayreconciliationzoho-books

Act as a payroll bookkeeper with 7 years experience filing TDS returns for Indian SMEs. I need you to prepare …

form-24qtds-returnpayrollsection-192

Act as a group accounting bookkeeper with 9 years experience handling Indian corporate groups with 3-5 entitie…

inter-companyreconciliationgroup-accountingrelated-party
analysis · any🔒 Unlock — ₹299

Act as a bookkeeper with 6 years experience preparing fixed asset registers for Indian Pvt Ltd companies. I ne…

depreciationfixed-assetsschedule-iifar

Act as a bookkeeping trainer with 12 years experience teaching Tally to freshers at a Kolkata coaching centre.…

cash-bookbank-booktally-primebeginner

Act as a bookkeeper with 5 years experience managing employee expense reimbursements in Indian startups. I nee…

expense-reimbursementzoho-expensepolicyitc

Act as a bookkeeper with 6 years experience migrating Indian SME books from Tally to Busy Accounting. I need y…

busy-accountingmigrationopening-balancetally

Act as a GST bookkeeper with 6 years experience handling reverse charge in Indian Pvt Ltd books. I need you to…

rcmreverse-chargeself-invoicegst

Act as a Tally trainer with 8 years experience at a Pune accounting institute. I need you to write a beginner-…

tally-primepurchase-voucherbeginnergst

Act as a bookkeeper with 4 years experience posting corporate credit card expenses. I need you to convert an I…

credit-cardiciciexpense-postingitc

Act as a payroll bookkeeper with 7 years experience filing EPFO and ESIC returns for Indian SMEs. I need you t…

pfesiecrchallan

Act as a senior bookkeeper with 10 years experience in Indian manufacturing and trading accounts. I need you t…

bank-guaranteeletter-of-creditforexcontingent-liability
analysis · any🔒 Unlock — ₹299

Act as a bookkeeper with 5 years experience handling omnichannel D2C brand accounts. I need you to consolidate…

d2cmarketplacesales-consolidationamazon
analysis · any🔒 Unlock — ₹299

Act as a collections executive with 6 years experience in Indian B2B AR. I need you to write a telephone follo…

collectionscall-scriptaccounts-receivablefollow-up
creative · any🔒 Unlock — ₹299

Act as a bookkeeper with 8 years experience setting up books for newly incorporated Indian Pvt Ltd companies. …

chart-of-accountszoho-booksschedule-iiisaas

Act as a bookkeeper with 7 years experience in Indian trading firm inventory accounting. I need you to prepare…

inventoryclosing-stockvaluationas-2

Act as a payroll bookkeeper with 6 years experience issuing Form 16 to employees of Indian Pvt Ltd. I need you…

form-16payrolltdspart-b

Act as a bookkeeper with 5 years experience doing master data hygiene in Tally Prime. I need you to design a c…

master-datatallycustomer-ledgercleanup

Act as a bookkeeper with 4 years experience posting rent entries for Indian corporate offices. I need you to d…

renttds-194igstlease-accounting

Act as a bookkeeper with 8 years experience preparing financial statements for Indian Pvt Ltd. I need you to b…

cash-flow-statementas-3indirect-methodfinancials
analysis · any🔒 Unlock — ₹299

Act as an AP manager with 7 years experience managing supplier payments for Indian SMEs. I need you to prepare…

accounts-payableagingmsmesection-43b
analysis · any🔒 Unlock — ₹299

Act as a Tally trainer with 10 years experience coaching commerce graduates in Lucknow. I need you to write a …

journal-vouchertally-primenarrationbeginner

Act as a bookkeeper with 6 years experience handling director-related accounting for Indian Pvt Ltd. I need yo…

director-remunerationsitting-feesrcm194j

Act as a bookkeeping tutor with 6 years experience helping new accountants in Indore. I need you to write a be…

receipt-vouchertally-primebill-wisebeginner

Act as a payroll bookkeeper with 7 years experience handling multi-state Indian payroll. I need you to prepare…

professional-taxpayrollmulti-statecompliance

Act as a bookkeeper with 3 years experience in Tally ERP 9. I need you to walk me through posting a purchase r…

purchase-returndebit-notetallygst

Act as a bookkeeper with 5 years experience handling term loan accounting for Indian SMEs. I need you to docum…

term-loanemiind-as-109amortisation
analysis · any🔒 Unlock — ₹299

Act as a senior bookkeeper with 12 years experience handing over books to statutory auditors. I need you to pr…

year-endaudit-handoverfinalisationcaro

Act as a Chartered Accountant with 8 years of statutory audit experience at a mid-tier Indian firm. I need you…

sa-315risk-assessmentmsme-auditaudit-memoFREE

Act as a GST practitioner CA with 6 years of indirect tax advisory experience in India. I need you to draft a …

gstitc-mismatchgstr-2bsection-16FREE
analysis · any🔒 Unlock — ₹299

Act as a personal tax CA with 7 years of experience advising Indian corporate employees. I need you to prepare…

salary-structuringold-vs-new-regimehrasection-80c
analysis · any🔒 Unlock — ₹299

Act as a tax audit CA with 5 years of experience conducting Section 44AB audits. I need you to prepare a worki…

form-3cdtax-auditsection-44abudin

Act as an audit partner at a mid-tier CA firm with 12 years of listed company audit experience. I need you to …

sa-210engagement-letterlisted-companycaro-2020

Act as a capital gains specialist CA with 9 years of experience advising HNI clients. I need you to compute ca…

ltcgsection-54capital-gainsindexation
analysis · any🔒 Unlock — ₹299

Act as a financial analyst CA with 6 years of experience preparing CMA data and MSME credit proposals. I need …

ratio-analysismsme-lendingcma-datadscr
analysis · any🔒 Unlock — ₹299

Act as a GST advisor CA with 5 years of experience on reverse charge mechanism queries. I need you to draft an…

rcmreverse-chargegtaimport-of-service

Act as an audit senior with 4 years of experience at a Big 4 India firm. I need you to design substantive proc…

sa-500revenue-auditind-as-115cut-off

Act as an international tax CA with 6 years of experience on outbound remittances. I need you to prepare a For…

form-15caform-15cbsection-195dtaa

Act as an IFC consultant CA with 5 years of experience implementing Section 143(3)(i) frameworks. I need you t…

ifcprocure-to-paysection-143coso
analysis · any🔒 Unlock — ₹299

Act as a GST compliance CA with 6 years of experience filing annual returns. I need you to prepare a GSTR-9 fi…

gstr-9annual-returnreconciliationitc-reversal

Act as a direct tax CA with 5 years of experience on TDS compliance reviews. I need you to conduct a TDS compl…

tds-reviewsection-194q24q26as
analysis · any🔒 Unlock — ₹299

Act as a litigation CA with 7 years of experience handling income tax scrutiny. I need you to draft a prelimin…

section-143scrutiny-noticefaceless-assessment80g

Act as a financial reporting CA with 8 years of experience drafting annual reports for listed entities. I need…

mdaannual-reportsebi-lodrlisted-company

Act as a non-profit sector CA with 6 years of experience advising charitable trusts. I need you to prepare a c…

12a80gnpoform-10b

Act as an audit manager at a mid-tier Indian firm with 10 years of inventory audit experience. I need you to d…

sa-330inventory-auditind-as-2physical-verification

Act as a transfer pricing specialist CA with 9 years of experience preparing TP documentation. I need you to d…

transfer-pricinglocal-filetnmmform-3ceb

Act as an Ind AS technical CA with 7 years of financial reporting advisory experience. I need you to prepare a…

ind-as-116lease-accountingrou-assetibr
analysis · any🔒 Unlock — ₹299

Act as a senior GST consultant CA with 8 years of indirect tax experience. I need you to prepare a blocked cre…

blocked-creditsection-17-5itcsafari-retreats
analysis · any🔒 Unlock — ₹299

Act as an equity compensation CA with 6 years of experience advising startup employees and CFOs. I need you to…

esopsection-17-2section-192startup-taxation
analysis · any🔒 Unlock — ₹299

Act as an audit partner with 15 years of experience on distressed client engagements. I need you to draft a go…

sa-570going-concernmaterial-uncertaintyauditor-report

Act as a GST technology advisor CA with 5 years of e-invoicing implementation experience. I need you to conduc…

e-invoicee-way-billirnrule-138
analysis · any🔒 Unlock — ₹299

Act as an Ind AS reporting CA with 7 years of experience preparing consolidated financial statements. I need y…

ind-as-7cash-flowcfsindirect-method
analysis · any🔒 Unlock — ₹299

Act as a forensic audit CA with 8 years of fraud investigation experience. I need you to draft a fraud risk as…

sa-240fraud-risksection-143-12forensic
analysis · any🔒 Unlock — ₹299

Act as a corporate structuring CA with 9 years of experience on conversions and restructurings. I need you to …

llp-conversionsection-47femaangel-tax

Act as a GAAP conversion CA with 7 years of experience on group reporting packs. I need you to prepare a GAAP …

ifrsind-asgaap-differencesgroup-reporting
analysis · any🔒 Unlock — ₹299

Act as a CA with 6 years of experience coordinating cost audits for listed manufacturers. I need you to draft …

cost-auditcra-3cra-4cost-records

Act as a tax accounting CA with 8 years of experience on Ind AS 12 deferred tax workings. I need you to prepar…

ind-as-12deferred-taxsection-115baadta
analysis · any🔒 Unlock — ₹299

Act as a transaction services CA with 9 years of M&A due diligence experience. I need you to draft a financial…

due-diligencem-and-aquality-of-earningslocked-box
analysis · any🔒 Unlock — ₹299

Act as a GST audit CA with 7 years of experience on reconciliation statements. I need you to prepare a Part A …

gstr-9creconciliationdrc-03large-taxpayer
analysis · any🔒 Unlock — ₹299

Act as a CFO-advisory CA with 7 years of experience supporting Series A startups. I need you to build a 5-year…

financial-projectionssaas-metricsseries-aunit-economics
analysis · any🔒 Unlock — ₹299

Act as an audit signing partner at a Big 4 India firm with 14 years of listed company audit experience. I need…

sa-701kameclind-as-109

Act as a transfer pricing partner with 12 years of experience on BEPS documentation. I need you to prepare a M…

master-filecbcrbepsform-3ceaa

Act as a financial instruments technical CA with 10 years of banking audit experience. I need you to draft an …

ind-as-109ecl-modelnbfcpd-lgd-ead
analysis · any🔒 Unlock — ₹299

Act as an international tax partner with 15 years of experience on Section 9(1)(i) indirect transfer cases. I …

indirect-transfersection-9-1-idtaavodafone

Act as a financial reporting technical CA with 11 years of M&A accounting experience. I need you to prepare a …

ind-as-103ppabusiness-combinationcontingent-consideration
analysis · any🔒 Unlock — ₹299

Act as an international tax advisor CA with 12 years of experience on anti-avoidance rules. I need you to prep…

gaarpptmlilob-clause

Act as a GST litigation partner CA with 10 years of advance ruling experience. I need you to draft an appeal b…

aaargst-classificationadvance-rulinghsn

Act as a group audit partner with 16 years of experience on conglomerate audits at a Big 4 India firm. I need …

sa-600group-auditconsolidationcomponent-auditor

Act as a sell-side equity analyst with 6 years experience covering Indian large-caps at a domestic brokerage l…

dcfvaluationnifty-50waccFREE
analysis · any🔒 Unlock — ₹299

Act as an equity research associate with 3 years experience at an Indian brokerage (ICICI Securities, HDFC Sec…

concallearningsquarterly-resultsguidanceFREE

Act as an equity analyst with 4 years experience building peer comps for Indian listed companies at a domestic…

peer-comprelative-valuationinitiationmid-cap
analysis · any🔒 Unlock — ₹299

Act as an equity research associate with 2 years experience at Nuvama or JM Financial covering Indian capital …

concallguidanceearningsmanagement-commentary
analysis · any🔒 Unlock — ₹299

Act as a sell-side IT services analyst with 5 years experience covering TCS, Infosys, Wipro, HCLT, and Tech Ma…

it-servicesrevenue-buildfinancial-modeltcs
analysis · any🔒 Unlock — ₹299

Act as a valuation analyst with 4 years experience at an Indian brokerage. I need you to walk through a defens…

waccvaluationdcfcost-of-capital
analysis · any🔒 Unlock — ₹299

Act as a sector analyst with 6 years experience covering Indian cement at a domestic broker, having tracked Ul…

portercementsector-analysisindustry-research
analysis · any🔒 Unlock — ₹299

Act as an auto sector analyst with 5 years experience covering Indian PV, CV, and 2W OEMs at a domestic broker…

relative-valuationtrading-compsautoev-ebitda

Act as a BFSI analyst with 4 years experience covering Indian private banks (HDFC Bank, ICICI Bank, Axis, Kota…

ddmbanksvaluationcost-of-equity
analysis · any🔒 Unlock — ₹299

Act as an equity analyst with 5 years experience covering Indian large-caps and integrating ESG into financial…

brsresgdisclosuressebi
analysis · any🔒 Unlock — ₹299

Act as a CFA charterholder with 8 years of buy-side experience in India and experience tutoring CFA Level I eq…

cfaequity-valuationpractice-questionslevel-1

Act as a consumer sector analyst with 5 years experience covering HUL, ITC, Nestle India, Britannia, Dabur, an…

fmcgrevenue-forecastfinancial-modelvolume-price-mix
analysis · any🔒 Unlock — ₹299

Act as an equity analyst with 4 years experience writing initiation reports on Indian mid-caps at a domestic b…

investment-thesismid-capinitiationresearch-report

Act as a sell-side equity research associate with 2 years experience supporting a senior analyst during Indian…

quarterly-resultsvariance-analysisconsensusflash-note

Act as a credit-oriented equity analyst with 4 years experience tracking Indian corporates at a domestic broke…

credit-analysisratingschecklistcrisil
analysis · any🔒 Unlock — ₹299

Act as an equity analyst with 5 years experience covering Indian diversified conglomerates like Reliance Indus…

sotpconglomeratevaluationholdco-discount
analysis · any🔒 Unlock — ₹299

Act as a metals and mining analyst with 7 years experience covering Tata Steel, JSW Steel, SAIL, and Jindal St…

dcfsteelcapex-cyclethree-stage-dcf
analysis · any🔒 Unlock — ₹299

Act as a BFSI analyst with 6 years experience covering Indian private and PSU banks at a domestic broker. I ne…

residual-incomebanksvaluationp-bv
analysis · any🔒 Unlock — ₹299

Act as a cement sector analyst with 6 years experience tracking UltraTech, Shree, Ambuja, ACC, Dalmia, JK Ceme…

cementcapacity-analysissector-modelutilisation
analysis · any🔒 Unlock — ₹299

Act as a senior equity research analyst with 8 years experience at Kotak Institutional Equities or Motilal Osw…

concallq-and-adeep-readpattern-analysis
analysis · any🔒 Unlock — ₹299

Act as a valuation analyst with 5 years experience building models on Indian listed companies at a domestic br…

fcffind-asdcfvaluation
analysis · any🔒 Unlock — ₹299

Act as a specialty chemicals analyst with 5 years experience covering SRF, Navin Fluorine, Aarti Industries, D…

specialty-chemicalsmargin-rampcapexfinancial-model
analysis · any🔒 Unlock — ₹299

Act as a BFSI analyst with 6 years experience covering Indian banks across rate cycles at a domestic broker. I…

banksnimrate-cyclebfsi
analysis · any🔒 Unlock — ₹299

Act as a healthcare sector analyst with 5 years experience covering Apollo Hospitals, Max Healthcare, Fortis, …

hospitalsoperating-modelhealthcarearpob
analysis · any🔒 Unlock — ₹299

Act as an auto and industrials analyst with 5 years experience covering Indian EV ecosystem (Tata Motors EV, M…

evvalue-chainsector-analysisauto
analysis · any🔒 Unlock — ₹299

Act as a sell-side analyst with 6 years experience covering Indian mid-caps at a domestic broker whose estimat…

consensusreconciliationearnings-modelstreet-view
analysis · any🔒 Unlock — ₹299

Act as an equity analyst with 5 years experience covering Indian exporters (pharma, textiles, chemicals, engin…

working-capitalexportsfinancial-modelfcf
analysis · any🔒 Unlock — ₹299

Act as an M&A-focused equity analyst with 6 years experience at a domestic broker tracking Indian deal activit…

transaction-compsm-and-adeal-multiplesprecedent-transactions
analysis · any🔒 Unlock — ₹299

Act as a sell-side analyst with 7 years experience covering Indian quality compounders trading at premium mult…

scenario-analysisbear-casehigh-pestress-test
analysis · any🔒 Unlock — ₹299

Act as an internet and new-economy analyst with 4 years experience covering Indian listed and pre-IPO quick co…

unit-economicsquick-commerceinternetnew-economy
analysis · any🔒 Unlock — ₹299

Act as a forensic-minded equity analyst with 8 years experience who has flagged accounting concerns on Indian …

forensicred-flagsannual-reportaccounting
analysis · any🔒 Unlock — ₹299

Act as an event-driven analyst with 5 years experience tracking SEBI, RBI, TRAI, and IRDAI regulatory actions …

event-drivenregulationsebipolicy-analysis
analysis · any🔒 Unlock — ₹299

Act as a fundamental analyst with 10 years experience covering Indian quality franchises (Asian Paints, Pidili…

dcffade-dcfmoatcompounder
analysis · any🔒 Unlock — ₹299

Act as a quantitative equity analyst with 7 years experience building probabilistic DCF models for Indian list…

monte-carlodcfterminal-valueprobabilistic
analysis · any🔒 Unlock — ₹299

Act as a senior equity analyst with 9 years experience using reverse DCF to challenge market prices on Indian …

reverse-dcfmarket-impliedhigh-multiplevaluation
analysis · any🔒 Unlock — ₹299

Act as an equity strategist with 8 years experience analysing Indian listed holding companies (Bajaj Holdings,…

holdco-discountholding-companynavvaluation
analysis · any🔒 Unlock — ₹299

Act as a senior valuation analyst with 10 years experience at an Indian buy-side fund. I need you to build an …

residual-incomedcfeconomic-profitreconciliation
analysis · any🔒 Unlock — ₹299

Act as a pharma analyst with 8 years experience covering Indian CRDMO and API players (Divi's, Syngene, Pirama…

pharmacrdmomargin-analysisstructural
analysis · any🔒 Unlock — ₹299

Act as a fundamental analyst with 8 years experience valuing optionality in Indian conglomerates with new ener…

real-optionsnew-energyoptionalitysotp
analysis · any🔒 Unlock — ₹299

Act as a senior equity research analyst with 12 years experience publishing initiation reports on Indian liste…

initiation-reportresearch-outlineequity-researchtemplate

Act as a SEBI-registered Investment Adviser (RIA) with 12 years of experience serving HNI clients in Mumbai. I…

portfolio-reviewgoal-planningasset-allocationhniFREE
analysis · any🔒 Unlock — ₹299

Act as a SEBI-registered Mutual Fund Distributor (MFD) with 6 years of experience explaining investments to fi…

sipbeginnermutual-fundclient-educationFREE

Act as a CFP CM (Certified Financial Planner) practicing in Bengaluru with 10 years of experience in risk prof…

risk-profilequestionnairecfpsebi-compliance

Act as the chief investment officer of a SEBI-registered RIA firm in Delhi with 15 years of experience writing…

market-commentarynewsletterclient-communication

Act as a retirement planning specialist and CFP India practitioner with 8 years of experience. I need you to b…

retirement-planningcorpus-calculationnpsinflation
analysis · any🔒 Unlock — ₹299

Act as a friendly SEBI RIA based in Chennai with 5 years of experience onboarding young professionals. I need …

asset-allocationbeginnermutual-fundyoung-investor

Act as a SEBI-registered Investment Adviser with 9 years of experience guiding clients on deployment of windfa…

siplumpsumstpwindfall
analysis · any🔒 Unlock — ₹299

Act as a portfolio manager and CFP practitioner with 11 years of experience running model portfolios for RIA c…

rebalancingportfolio-reviewsopasset-allocation

Act as a goal-based financial planner with 8 years of experience helping Indian parents plan children's higher…

goal-planningchild-educationsipstep-up-sip
analysis · any🔒 Unlock — ₹299

Act as a SEBI-registered MFD with 7 years of experience advising salaried clients on tax-saving investments. I…

elsssection-80ctax-savingmutual-fund

Act as a fixed-income specialist working with a SEBI RIA firm in Mumbai with 10 years of experience. I need yo…

debt-mutual-fundbeginnerfixed-incometaxation

Act as a retirement planning advisor and CFP India practitioner with 9 years of experience. I need you to comp…

npsppfepfretirement-planning
analysis · any🔒 Unlock — ₹299

Act as an equity research head at a SEBI RIA firm with 14 years of experience writing earnings commentary. I n…

market-commentaryearningsequity-researchnewsletter

Act as a SEBI-registered Investment Adviser with 6 years of experience onboarding new advisory clients. I need…

fact-findonboardingquestionnairebeginner

Act as a personal finance advisor with 7 years of experience helping young Indian families build financial res…

emergency-fundbeginnercash-managementliquid-fund

Act as a friendly financial advisor with 5 years of experience offering portfolio reviews to middle-income Ind…

portfolio-reviewhealth-checkbeginnermutual-fund

Act as a SEBI-registered MFD with 8 years of experience advising mid-career professionals on aggressive wealth…

step-up-sipsipwealth-buildingintermediate
analysis · any🔒 Unlock — ₹299

Act as a senior SEBI RIA with 13 years of experience running annual review meetings for retainer clients. I ne…

client-reviewannual-reviewmeeting-agendaretention

Act as a retirement income specialist and CFP CM with 11 years of experience structuring retirement withdrawal…

retirement-planningdrawdownswpadvanced
analysis · any🔒 Unlock — ₹299

Act as a tax-aware portfolio advisor with 9 years of experience managing equity portfolios for HNI clients. I …

tax-harvestingltcgstcgadvanced
analysis · any🔒 Unlock — ₹299

Act as a market strategist at a SEBI RIA with 12 years of experience writing sector commentary. I need you to …

market-commentarysector-rotationequity-researchnewsletter

Act as a multi-asset advisor with 10 years of experience building all-weather portfolios for Indian clients. I…

goldasset-allocationsgbdiversification

Act as a fee-only SEBI RIA with 7 years of experience educating clients to separate insurance from investment.…

insuranceulipclient-educationterm-insurance

Act as an equity advisor with 9 years of experience teaching retail clients about stock selection frameworks. …

direct-equitystock-screeningbeginnerinvestor-education

Act as a SEBI RIA with 11 years of experience servicing NRI clients in the Gulf and Singapore. I need you to c…

nrifemamutual-fundadvanced
analysis · any🔒 Unlock — ₹299

Act as a behavioural finance coach and CFP practitioner with 10 years of experience managing client emotions d…

behavioural-financeclient-communicationmarket-correctioncoaching

Act as a compassionate financial planner and CFP India practitioner with 8 years of experience working with si…

single-parentlife-planningterm-insuranceadvanced
analysis · any🔒 Unlock — ₹299

Act as a SEBI RIA with 10 years of experience managing deployment of large cash amounts. I need you to create …

lumpsumstpdeploymentasset-allocation
analysis · any🔒 Unlock — ₹299

Act as the founder of a boutique RIA firm in Mumbai with 15 years of experience writing quarterly letters to c…

client-letterperformance-reviewnewsletteradvanced

Act as a youth-focused financial educator working with a RIA's CSR arm with 6 years of experience teaching mon…

financial-literacyyouthbeginnereducation

Act as a goal-based planner and CFP CM with 9 years of experience helping clients prioritise competing financi…

goal-planningprioritisationsipintermediate
analysis · any🔒 Unlock — ₹299

Act as a mutual fund analyst with 8 years of experience reviewing MF portfolios for RIA clients. I need you to…

portfolio-overlapmutual-fundanalysisworkflow

Act as a personal finance coach with 5 years of experience helping young Indian earners build budgeting habits…

budgetingbeginneryoung-investorsavings

Act as a global allocation specialist at a SEBI RIA with 10 years of experience advising on cross-border inves…

international-equityglobal-diversificationlrsadvanced
analysis · any🔒 Unlock — ₹299

Act as a fee-only SEBI RIA with 8 years of experience converting prospects who question the ₹30,000 annual fee…

fee-onlyclient-acquisitionprospect-emailria

Act as a financial planner with 11 years of experience working with Indian MSME owners. I need you to create a…

business-ownerself-employednpsadvanced
analysis · any🔒 Unlock — ₹299

Act as a SEBI-registered Investment Adviser with 7 years of experience running mid-year client check-ins. I ne…

client-reviewcheck-intemplatebeginner

Act as a compliance-aware SEBI RIA with 10 years of experience drafting client-facing disclosure documents. I …

risk-disclosurecompliancesebibeginner

Act as an investor educator at a SEBI RIA with 6 years of experience writing beginner explainers. I need you t…

expense-ratiodirect-planbeginnereducation

Act as a wealth structuring specialist with 12 years of experience helping SEBI RIA clients integrate estate p…

estate-planningwillnominationadvanced