FundSchool playbook · India + NRI
Money makes more sense when it sounds like your life.
Pick a level. Follow the stories. Leave with one clear thing you can do next.
Choose your playlist
Start where you are. You can always come back for the next level.
Basics: make money
less mysterious.
Start with the complete 15-part investment-planning, tax-planning, retirement-planning, goal-planning, estate-planning, and risk-and-insurance-planning series.
Click a card below and all 15 stories from that module will open together.
Read in order or jump to the question that is keeping you stuck. Every blog ends with a plain-language checklist and common answers.
Open all 15 blogs →Start with the tax calendar, understand your income, compare regimes carefully, and build a filing habit without panic.
Open all 15 blogs →Begin with the life you want, then work through spending, inflation, corpus, EPF, NPS, healthcare, and your annual check-up.
Open all 15 blogs →Learn how to define, prioritise, price, fund, track, and review home, education, family, NRI, and everyday financial goals.
Open all 15 blogs →Understand ownership, nominations, wills, executors, dependants, property, digital accounts, NRI documents, and the annual estate check-up.
Open all 15 blogs →Learn the difference between emergency savings and insurance, how health and life cover work, what exclusions mean, how claims move, and how to run a yearly protection review.
Open all 15 blogs →Build: make a plan
you can live with.
Turn the Basics into repeatable investment, tax, retirement, goal, estate, and risk-and-insurance systems: cash-flow maps, corpus scenarios, portfolio construction, withdrawal readiness, healthcare, claims, renewals, NRI questions, ownership, nominations, and annual review.
Click a card below and all 15 stories from that module will open together.
Read in order or jump to the decision you are ready to make. Every blog ends with a plain-language checklist and common answers.
Open all 15 blogs →Build a tax calendar, reconcile credits, plan cash flow, handle property and business income, and prepare for notices without panic.
Open all 15 blogs →Build the one-page plan, map future cash flow, coordinate EPF/EPS/NPS, set buckets, plan withdrawals, protect healthcare, and review the system every year.
Open all 15 blogs →Build the dashboard, allocate cash flow, create goal buckets, step up contributions, match investments to dates, and handle home, education, family, debt, and NRI goals.
Open all 15 blogs →Build the estate map, audit nominations, prepare for a will, support dependants, protect property and business records, coordinate NRI assets, and run the annual maintenance review.
Open all 15 blogs →Build the risk map, emergency reserve, health and life-cover structure, claims playbook, renewal calendar, portability checklist, NRI protection map, and annual review.
Open all 15 blogs →Advanced: see the
whole picture.
Explore advanced portfolio, tax, retirement, goal, estate, and risk-and-insurance decisions: decumulation, sequence risk, early retirement, multi-goal trade-offs, tax-aware funding, concentrated wealth, cross-border structures, family governance, ownership, succession, claims, business protection, and care planning.
Click a card below and all 15 stories from that module will open together.
Read in order or jump to the question you are facing. Every blog ends with a practical checklist and common answers.
Open all 15 blogs →Go deeper into residency, foreign assets, business wealth, property, trusts, retirement, notices, and tax governance.
Open all 15 blogs →Go deeper into sequence risk, withdrawal guardrails, tax-aware decumulation, NPS exits, property, currencies, healthcare, succession, and governance.
Open all 15 blogs →Go deeper into goal trade-offs, timing risk, tax-aware funding, concentration, currencies, windfalls, education, estate planning, stress tests, and governance.
Open all 15 blogs →Go deeper into wills, trusts, ownership, business succession, property, incapacity, cross-border estates, family governance, disputes, and continuity.
Open all 15 blogs →Go deeper into risk architecture, stress tests, health-policy coordination, business-owner risk, care planning, estate liquidity, NRI cover, underwriting, portability, claims governance, and adviser oversight.
Open all 15 blogs →How the stories are made
Simple on the surface.
Careful underneath.
Each story is written in plain English, then checked against primary regulator or government material. The source note is there if you want to go deeper; the lesson itself stays readable.
See the source desk ↗NOV
2026