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