Resource Centre
Free Financial Guides, Planning Resources & Educational PDFs from Sattrex Capital to empower your wealth journey.
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Retirement Planning
Joyful Retirement Guide – Part 1
Build the foundation for a financially secure retirement.
Joyful Retirement Guide – Part 2
Advanced retirement planning strategies for long-term financial independence.
Senior Citizen Tax & Retirement Guide
Tax-efficient retirement planning for senior citizens.
SWP vs Guaranteed Income Analysis
Compare Systematic Withdrawal Plans with guaranteed income options.
Exhilarating Retirement
Ideas and planning principles for a fulfilling retirement.
Insurance & Protection
MWP Act – Landmark Judgments
Important judgments under the Married Women's Property Act.
Human Life Value (HLV) Guide
Calculate the financial value of your life and required insurance coverage.
Comprehensive Capital Need Analysis
Estimate the financial protection your family actually needs.
HLV Risk Transfer Report
Understand financial risk transfer using Human Life Value analysis.
Investment & Wealth Creation
8 Governing Principles of Wealth
Timeless principles for building and preserving wealth.
Regularity is the Key to Wealth
Discover why disciplined investing creates long-term wealth.
Risk-Free Growth & Map of Life
Understand different life stages and investment priorities.
What is the Best Investment?
Compare various investment options and choose wisely.
Start Early, Reach Safely
See how starting investments early impacts future wealth.
Tax Planning
Senior Citizen Tax Guide
Tax planning strategies for senior citizens.
Comprehensive Senior Citizen Tax Guide
Illustrated tax planning handbook for senior citizens.
NRI Services
Ultimate NRI Taxation & Investment Guide
Comprehensive guide for NRIs investing and managing taxes in India.
Financial Planning
Good Assets & Transferability Guide
Understand asset ownership, transferability and succession planning.
Working Capital Provision Method
Learn the working capital provision approach for financial planning.
Personal Balance Sheet & Net Worth Workbook
Track your assets, liabilities and personal net worth.
Financial Review Guide
Review your finances using a structured planning framework.
The Role of Money in Life
A practical perspective on money, goals and life planning.
Financial Sufficiency Triangle
Visual framework for achieving financial sufficiency.