Checklist for Tax as of 31 Mar 2010

Listed below is quick check list of data to be needed for close of FY10 as of 31 Mar 2010 end of day(eod)
1> Dividend received through the year 09-10
2> Interest earned on FD/RD or other tax saving instruments
3> Statement of Demat account as well as Demat holding eod 31 Mar
4> All tax saving investment proofs
5> Statement of Medical reimbursement claimed
6> Any LTA claimed and supporting documents
7> Any donations related tax exempt proofs

The above list is just indicative and not exhaustive

CAGR for Monthly Deposits

Click here to view /download Compounded Annual Growth Rate (CAGR) calculator for regular monthly savings at varied rate of interest.

This is an important utility for calculating compounded annual growth rate (CAGR) given regular monthly investments, period (in yrs) and at targeted interest p.a. The worksheet calculates interest annually and not monthly. Though I have tried to maintain accuracy there is no guarantee of it. The Amount projected is in '000's.

In case you face any issues to download or save the spreadsheet mail me at vivek.ruparel@gmail.com

See sample below:

Cox & Kings Listing Strategy

As recommended Cox & Kings to buy in IPO hasn't disappointed us.

Cox & Kings listed at 344 on BSE one can book partial profits at 385+ and hold remaining for long term. Partial profit booking will help us average out buying price and hence act as cushion of safety.

Happy Investing!