Free Financial Guides & Playbooks | Meta Investment

All our free financial guides, playbooks, and calculators — India-specific, CFP® authored. No signup wall, no upsells. Enter your email and get the PDF; that's it.

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Financial Independence Blueprint

Score your own financial freedom, out of 80. A self-assessment across 8 freedoms — emergency fund, insurance, debt, allocation, and estate basics — for IT professionals and HNIs.

7 pages PDF India-specific
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Layoff Resilience Playbook

EMI restructuring scripts, EPF withdrawal walkthrough, severance negotiation checklist, and the full 90-day financial reset plan — for IT professionals facing separation.

26 pages PDF India-specific
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Financial Wellness + Yoga Day Handbook

Break the money-stress cycle. Includes a 5-point financial wellness check, a mindful spending audit, and a 21-day challenge to build lasting financial habits.

PDF Yoga Day Special India-specific
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Free tools + PDFs for everyday financial decisions

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Concert Fund Blueprint

Week-by-week saving plan, common traps, and a checklist for your next show.

Calculator + Blueprint →
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Phone EMI Trap Blueprint

EMI trap checklist, best-time-to-buy calendar, and hidden cost guide.

Calculator + Blueprint →
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App Audit Blueprint

10-minute audit template to find your real delivery and subscription leak.

Calculator + Blueprint →
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Drop Day Playbook

Registration checklist, platform guide, and 6-month saving tracker for limited releases.

Calculator + Blueprint →
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Creator Gear Playbook

Phased setup guide, India price comparison, and 12-month saving tracker.

Calculator + Blueprint →
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Move Out Blueprint

City-wise cost guide, landlord negotiation tips, and month-by-month saving plan.

Calculator + Blueprint →
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Fest Budget Splitter

Split group trip and college fest costs fairly — per-person target and monthly saving amount.

Calculator →
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Gig to Goal

Savings calculator for freelancers — monthly target as % of income, not a fixed ₹ amount.

Calculator →
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Race Day Fund

Budget registration, travel, gear and nutrition for your next race — monthly saving target in seconds.

Calculator →

Want a personalised financial plan instead of a general guide? Artha Auto-Plan builds a complete roadmap — SIPs, insurance cover, emergency fund, and goal planning — based on your actual numbers.

Try Artha Auto-Plan Book a free consultation

This communication is intended solely for general educational and informational purposes. The information provided is general in nature and does not take into account the specific financial goals, risk profile, investment horizon, financial circumstances or other requirements of any particular investor. It should not be construed as personalised investment advice or as a recommendation to buy, sell or hold any specific financial product.

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results and may not be sustained.

The suitability of any mutual fund product, scheme, category or strategy discussed on this page depends on an investor's individual circumstances, including financial goals, risk appetite, investment horizon and liquidity requirements. Investors should independently assess suitability and, where appropriate, seek professional advice before making investment decisions.

Meta Investment is an AMFI-registered Mutual Fund Distributor (ARN-129322) and is not a SEBI-registered Investment Adviser. If investments are made through a mutual fund distributor, the distributor may receive commission from Asset Management Companies in respect of eligible Regular Plan investments. Commission structures may vary across schemes and AMCs. Such commissions should not influence suitability-based recommendations, and applicable conflicts of interest will be disclosed. Please refer to our Commission Disclosure for further details.

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This disclaimer is intended to provide general disclosure and does not replace any scheme-specific disclosures, risk factors, regulatory disclosures or information contained in the applicable Scheme Information Document (SID), Statement of Additional Information (SAI) and Key Information Memorandum (KIM).

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