SM Investments
Since 1991
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Free, high-quality resources to help you organize your financial life. Download guides, checklists, and templates to read offline.

PDF Guide4.2 MB

The Solapur Investor's Handbook

A comprehensive 40-page guide on building wealth specifically tailored for Indian retail investors.

Checklist1.1 MB

End-of-Year Tax Saving Checklist

Ensure you don't miss out on any legitimate tax deductions under 80C, 80D, and beyond.

Framework2.5 MB

Mutual Fund Due Diligence Framework

The exact 10-point checklist we use to evaluate AMC performance and fund manager consistency.

Template0.8 MB

Succession Planning Template

A printable template to list all your assets, nominations, and critical financial information for your family.