RupeeCase | Systematic Quantitative Investing Terminal by QC AlphaRupeeCase | Systematic Quantitative Investing Terminal by QC AlphaRupeeCase | Systematic Quantitative Investing Terminal by QC AlphaRupeeCase | Systematic Quantitative Investing Terminal by QC Alpha
Start free
A laptop on a light wooden desk seen from above with coffee and pencils, the screen showing the RupeeCase Getting started page: four steps, about 11 minutes

RupeeCase Learn/Path 20/Beginner

Personal Finance for India

Cash flow, insurance, debt, EPF, PPF and NPS, the two tax regimes, home, goals, retirement and estate, worked in rupees.

  • 11modules
  • 205 minof reading
  • 33question path test
  • Freewith a certificate
Start at 20.1See the stops

01The line

11 stops, in order.

Money in the right order: cash flow, an emergency fund, insurance, debt, EPF, PPF and NPS, the tax regimes, a home, goals, retirement and estate, all worked in rupees.

0of 11 done on this device

  1. 20.1Cash Flow and the Emergency FundCash flow, emergency fund, DICGC19 min
  2. 20.2Insurance First: Term and Health CoverTerm cover, health cover, endowment maths20 min
  3. 20.3Debt and Credit: EMIs, Cards, ScoresEMIs, cards, credit reports, prepay or invest20 min
  4. 20.4EPF, VPF and PPFEPF, EPS, VPF and PPF rules and tax20 min
  5. 20.5NPS: Tiers, Charges, Exit and TaxTiers, choices, exit and annuity rules17 min
  6. 20.6Old vs New Tax Regime for FY 2026-27Slabs, rebate, deductions, break even17 min
  7. 20.7Owning or Renting a Home: The Maths in RupeesOwning or renting a home, the maths20 min
  8. 20.8Goal Planning in Future RupeesGoals in future rupees, SIP maths17 min
  9. 20.9Retirement Maths: Corpus, Longevity and IncomeCorpus, withdrawals, sequence risk17 min
  10. 20.10Nominees, Wills and EstateNominees, wills, transmission20 min
  11. 20.11Putting It Together: Order, Plan and ReviewThe order of operations, three households18 min, path test

02Outcomes

What you will be able to do.

  • 01Build a monthly cash flow and size an emergency fund
  • 02Size term and health cover and price what an endowment plan costs
  • 03Compare EPF, PPF, NPS and the two tax regimes in rupees
  • 04Plan goals, retirement and nominations as one household plan

03Certificate

Pass the path test.
Keep the proof.

  1. 1Read the modules and try each quick check (optional)A pass gives that module's own certificate
  2. 2Take the 33 question path test24 correct to pass
  3. 3Get the certificateWith an ID and a QR code
Jump to the path test About the certificates

04Questions

About Path 20.

What does the personal finance path cover?

Path 20 works through a household's money in order: cash flow and an emergency fund, term and health insurance, debt and credit, EPF, PPF and NPS, the two income tax regimes, owning or renting a home, goals, retirement and estate planning. Every rate and rule carries its source and date.

Is Path 20 financial advice?

No. It is education. It shows the arithmetic and the rules, with Indian rates, limits and tax law dated to their source, and leaves the decision to the reader. RupeeCase is not a SEBI registered investment adviser.

Where should a beginner start?

Module 20.1, Cash Flow and Emergency Fund, then the rest in order. Module 20.11, Putting It Together, ties the steps into one plan for three households, and Path 1 covers how Indian markets work.

Pillar guidePortfolio Construction24 modules Apply it on RupeeCaseDynamic Asset AllocatorEquity, debt and gold sleeves under one published rule. Model, back tested.

Education only, not investment advice. RupeeCase (QC Alpha Technologies Pvt Ltd) is not a fund, a PMS or a SEBI registered investment adviser. Model returns are back tested, not a promise; figures carry the date checked.