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Category 15
Brokerage, margin, and tactical market utilities.
12 TOOLS
Identifies exact portfolio lots eligible for annual ₹1.25 Lakh tax-free LTCG booking while avoiding exit loads
Dated STT/SEBI/stamp/GST plus broker fee configs for delivery, intraday, F&O, currency and commodity
Computes total margin required for equity intraday, MTF leverage, and F&O futures and option writing contracts
Gross Yield = (Rent / Price) × 100; Net Yield = [(Rent - Expenses - Maintenance - Tax) / Capital Invested] × 100
Solves for effective annual yield y: Price = Σ [ Coupon / (1+y)^t ] + Par Value / (1+y)^n
Total Trip FX Cost = Amount × [ Interbank Rate × (1 + Markup%) + ATM Withdrawal Fee + DCC Penalty ]
Comparative yield model: SGB (2.5% p.a. interest, tax-free at 8Y) vs Digital Gold (3% GST, spread) vs Physical Gold (making charges)
Compares 15-year wealth creation: fixed sovereign 7.1% EEE returns vs 12-14% equity mutual fund returns after capital gains tax
Calculates opportunity loss between standard savings account interest (2.7-3.5%) vs overnight/liquid funds (6.5-7.0%)
Evaluates post-tax yields of bank FDs vs debt mutual funds under the revised marginal income tax slab rules
Models multi-year recurring trail commission revenue based on gross SIP book growth, market appreciation, and client retention
Quantitative model comparing high upfront insurance commissions vs compounding mutual fund trail annuity over a 15-20 year career