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.
Financial Planning Guides
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.
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.
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.
Money Moves Blueprints
Free tools + PDFs for everyday financial decisions
Concert Fund Blueprint
Week-by-week saving plan, common traps, and a checklist for your next show.
Calculator + Blueprint →Phone EMI Trap Blueprint
EMI trap checklist, best-time-to-buy calendar, and hidden cost guide.
Calculator + Blueprint →App Audit Blueprint
10-minute audit template to find your real delivery and subscription leak.
Calculator + Blueprint →Drop Day Playbook
Registration checklist, platform guide, and 6-month saving tracker for limited releases.
Calculator + Blueprint →Creator Gear Playbook
Phased setup guide, India price comparison, and 12-month saving tracker.
Calculator + Blueprint →Move Out Blueprint
City-wise cost guide, landlord negotiation tips, and month-by-month saving plan.
Calculator + Blueprint →Fest Budget Splitter
Split group trip and college fest costs fairly — per-person target and monthly saving amount.
Calculator →Gig to Goal
Savings calculator for freelancers — monthly target as % of income, not a fixed ₹ amount.
Calculator →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 consultationThis 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.
Tax treatment of mutual fund investments depends on individual circumstances and prevailing tax laws, which are subject to change. Investors should consult a qualified tax professional for advice specific to their circumstances.
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).
Distributor Disclosure: Where this content is provided by a distributor/intermediary, any applicable commission, remuneration, affiliation or other material conflict of interest shall be disclosed separately. The availability of a product through the distributor does not by itself imply that the product is suitable for every investor.
No Guarantee: No statement on this page should be interpreted as a promise, assurance or guarantee of returns or investment outcomes.
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