Interest Rates Effective from 2077/11/01 Fixed Deposits Particulars Individual Institutio. 011-81-1 011-81-1 315-226-2274. Trusted Mac download FinanceBase 15.5. Virus-free and 100% clean download. Get FinanceBase alternative downloads.
SVKM's NMIMS Anil Surendra Modi School of Commerce completed 13 years.
The school aims in imparting quality under-graduate and post-graduate management education. Following the respected and time honored tradition of NMIMS in the field of management education.
Anil Surendra Modi School of Commerce was established in 2007. In last 13 years, school has grown from under-graduate management education to post-graduate management education.
The greatest benefits that the school gets is the support of the parent trust i.e. SVKM who are in forefront of providing quality education for more than 80 years.
School currently offers:
3 years full time under-graduate program:
BBA
B.Com. (Hons.)
B.Sc. Finance
2 years full time post-graduate programs:
M.Sc. Finance was launched in 2017
Each programme is uniquely designed with a specific purpose, leading to either post graduate in MBA, MMS or professional courses like CA, CFA or PG program in Finance, M.Sc. Finance or MBA in Finance.
A strong finance base is created at UG level, especially in the course of B.Com (Hons.) and B.Sc. Finance programme.
BBA offers various courses which allow the students to specialize in the final year either in Finance or Marketing domain, so that they can pursue MBA or any other professional program.
It offers 6 courses in Finance, 3 courses in Marketing and 2 courses in HR, which are compulsory. Students can specialize either in Finance or Marketing with 5 additional courses of their preferred domain in the final year.
B.Com (Hons.) gives full flavor of Accounts, Auditing, Taxation, Business & Corporate Law and Economics.
B.Com (Hons.) have 5 papers of Advance Accounting in addition to Cost Accounting, Corporate Finance, Financial Statement Analysis and Management Accounting. 2 courses on Direct & Indirect Tax, 2 courses on Auditing, 2 Courses in Law including Corporate Law. The program leads towards professional programs like CA or CIMA.
B.Sc. Finance program is developed to train the students in finance domain and give them an analytical view. The program leads towards CFA, M.Sc. Finance or MBA in Finance.
Some of the courses offered which are unique to this program like Debt Markets, Business Valuation, 2 courses in Corporate Finance, Alternate Investment Markets, Derivatives, Econometrics, Forex and Financial Risk Management, GIPS and Financial Reporting.
Finance Basement Finishing
Each program has been uniquely positioned to achieve a specific need of Industry.
M.Sc. Finance
To give an understanding of operation in Capital Market, Bond Market, Equity Market and Derivative Marketing & financial Assets.
Understand global financial environment, to estimate cost of capital, risk profile of firm through financial analysis, to understand and apply financial concepts and tools.
Holistic education with effective communication team work with collaborative projects.
Obtain advanced knowledge in specific areas of finance either Capital Market or Risk Management.
Technical expertise in the application of financial information technology. Using resources outside the textbook to engage in discussion of multipurpose topics of finance.
Providing quality management professionals with strong technical skill with acumen for managing business.
Most of the features included in FinanceBase-Lifetime Finances are given in table form. They are organized by subject and which page or window they appear to make it easy to find them.
Refer to FinanceBase-Lifetime Finances which has screenshots of all windows and pages and also links to other products in the FinanceBase application. You can also download the product and try before you buy during the 31-day trial period. Also refer to FinanceBase-Lifetime Finances, More Than a Retirement Calculator for a description of the background and design philosophy. This post summarizes the features in table form so they can be compared to other applications.
Features Summary
Before providing the details, here is a summary of the features provided.
| Features |
| Operational |
|---|
| Window, Macintoch, desktop |
| User Manual, Help, Tips, Wizard |
| Email support |
| Personal Data |
| Spouse, Name, Year of Birth, Retirement Ages |
| Income |
| Social Security Benefits, CPP, OAS, GIS |
| Company Salary and Pensions |
| Start Ages, Amounts, Increases |
| Automatic conversion from Salary to Pension |
| Expenses |
| Social Security, Medical, CPP, EI |
| Rent, Property Taxes, Mortgage, All Other |
| For Now and when Retired |
| Inflation |
| Expenses, Pensions, Taxes |
| Assets |
| TFSA/Roth, Cash, Shares, Dividend Shares, RRSP/IRA |
| Starting Amounts, Rates, Increase/Year |
| Transfers between spouses and on death |
| Uses Minimum Payout for RRIF and IRA |
| Obeys Maximum TFSA Payments |
| Taxes |
| Select Tax year, Country, Province or State |
| Uses Tax brackets, key deductions and exemption, etc |
| Split Pension for Canada, Filling Status for USA |
| Changes for any Year |
| Inflation rates, Income rates, Asset rates |
| Extras by year when retired |
| Itemized Extras for any year |
| Income, Assets, Assets per Year |
| Calculations |
| Can specify which Assets to use |
| Can specify the % of Assets used for each person |
| Can specify fixed return rate, fixed tax rate |
| Results |
| Many Charts and supporting tables |
| Analysis and suggestions |
| Asset Movement |
| Save and Reload Results |
| Print all pages and Charts Window |
| Remove Shorts using various options |
| Stress test (what-ifs) using various options |
| Multiple windows to make comparisons |
| Using Over The Years |
| File for new tax year provided or duplicate last year |
| Easy to Move Saved data for new year |
Features Details
Finance Base
The features are detailed below and organized by subject. The page shown is where the feature mentioned can be found.
Define Refinance Mortgage
| Feature | Page or Comment |
| Operational | |
|---|---|
| How accessed | Download from Website |
| Operating Systems | Window, Macintosh |
| Platform | Desktop |
| Programming System | 4D |
| Password Protected | During Login |
| Multiple Windows | As many as desired |
| User Manual | With Download |
| Context-Sensitive Help | All windows and pages |
| Tips | Entry |
| Entry Wizard | Entry |
| Email Support | Direct or contact form |
| Data Entry – Ages | |
| Year of Birth | Entry |
| Retire Age | Entry |
| Government Pension(s) Start Age | Entry |
| Private Pensions Start Age | Entry |
| Number of Retirement Years | Entry |
| Data Entry – Second Person | |
| Include Person 2 | Entry |
| Include Person 2 as Spouse | Entry |
| Data Entry – Customize Name | |
| Change Person's Name from Person 1 | Entry |
| Change Person's Name from Person 2 | Entry |
| Data Entry – Expenses | |
| Set Expenses for Now and W]when Retired | Entry, Expenses Details |
| Rent | Entry, Expenses Details |
| Property Taxes | Entry, Expenses Details |
| Mortgage and Mortgage Table | Entry, Expenses Details |
| Social Security for USA | Entry, Expenses Details |
| Medical for USA | Entry, Expenses Details |
| CPP for Canada | Entry, Expenses Details |
| Employment Insurance for Canada | Entry, Expenses Details |
| All Other | Entry, Expenses Details |
| All Other Budget with groups | Expenses Details |
| Extras by year when retired | Extra Expenses |
| Itemized Extras for any year | Extra Expenses |
| Data Entry – Expenses – Self Employed | |
| USA Social Security | Expenses Details |
| USA Medical | Expenses Details |
| Canada CPP | Expenses Details |
| Canada Employment Insurance | Expenses Details |
| Data Entry – Inflation Rates | |
| Expenses | Entry |
| Pensions | Entry |
| Taxes | Entry |
| Change any inflation rate in any year | Rates |
| Data Entry – Income – Government Pensions | |
| USA Social Security Benefit | Entry |
| Canada Pension Plan | Entry |
| Canada Old Age Security | Entry |
| Canada Guaranteed Income Supplement | Automatic |
| Data Entry – Income – Salaries and Pensions | |
| Number permitted | 3 on Entry |
| % Increase per year | Entry |
| Change to Pension | Automatic |
| % Pension is of Salary | Entry |
| % Increase of Pension per year | Entry |
| Change any Salary/Pension in any year | Income |
| Add/Subtract Capital Income in any year | Income |
| Add/Subtract Other Income in any year | Income |
| Change any rate in any year | Rates |
| Data Entry – Assets – Classes | |
| TFSA and Roth | Entry |
| Cash | Entry |
| Shares | Entry |
| Dividend Shares | Entry |
| RRSP/RRIF and IRA | Entry |
| Data Entry – Assets – Variables | |
| Starting $ Amount | Entry |
| % Rate | Entry |
| $/Year to be added | Entry |
| For TFSA, Use Maximum per Year | Entry |
| Change any rate in any year | Rates |
| Change any Asset in any year | Assets |
| Change Assets per year in any year | Assets Per Year |
| Use Home Buyer's Plan for Canada | Assets Per Year |
| Reinvest Cash, Dividends and TFSA | Income |
| Data Entry – Assets – Allocation during Calculations | |
| % Adding between Persons | Entry |
| % Taking between Persons | Entry |
| Ordering of which to Add | Calculations |
| Ordering of which to Take | Calculations |
| Override of Adding to Assets | Calculations |
| Override of Taking from Assets | Calculations |
| Data Entry – Assets – Minimum Payouts | |
| Canada RRIF per Government Values | Automatic |
| USA IRA USA per Government Values | Automatic |
| Data Entry – Assets – Maximum Payments | |
| Canada TFSA per Government Values | Automatic |
| Data Entry – Assets – Transfers | |
| Death of a Person | Taxes |
| Between Persons | Assets |
| Data Entry – Assets – Accounts | |
| Show Accounts entered | Accounts |
| Group Accounts into Asset Types | Accounts |
| Data Entry – Taxes – Federal and Provincial/State | |
| Select a Tax year | Entry |
| Select a Country | Entry |
| Select a Province/State | Entry |
| Taxes used in Calculations | Government Values |
| Data Entry – Taxes – Settings | |
| Split Pensions for Canada | Taxes |
| Filing Status for USA | Taxes |
| Use Set Rates Override | Taxes |
| Exclude Taxes Override | Taxes |
| Analysis, Removing Shorts and What-ifs | |
| Summary of Excess and/or Shortfall | Charts Window |
| Last year total assets | Charts Window |
| Possible options when Short | Charts Window |
| Remove Shorts using various options | Auto Iterate and What-if Window |
| Stress test using various options | Auto Iterate and What-if Window |
| Results – Save | |
| Save as a File | Entry |
| Save for later use in drop-down menu | Entry |
| Results – Load Saved | |
| Load Files from others | Entry |
| Load Saved results using menu | Entry |
| Examples included | Examples |
| Can add Examples in the future | Add to Examples Folder |
| Empty Entry Page | Examples |
| Some Standard Values | Examples |
| Results – Printing | |
| Print any or all pages (charts and tables) | ToolBar |
| Print Charts Window (charts and analysis) | ToolBar |
| Results – Asset Movement | |
| Year by year listing of Asset changes | Asset Movement |
| Show Income, Expenses and Taxes | Asset Movement |
| Show Year-End Assets | Asset Movement |
| Results – Charts | |
| Chart 1. Available Income vs Expenses | Charts Window |
| Chart 2. Excess and/or Shortfall | Charts Window |
| Chart 3. Total Assets By Person | Charts Window |
| Chart 3. Total Assets vs Inflation | Charts Window |
| Chart 3. Total Assets As A Percent | Charts Window |
| Chart 3. Total Assets As Yearly % by Age (Animated) | Charts Window |
| Chart 4. Total Income For Person 1 | Income for Person 1 |
| Chart 4. Marginal & Actual Tax Rates For Person 1 | Income for Person 1 |
| Chart 5. Assets for Person 1 | Assets for Person 1 |
| Chart 6. Total Income For Person 2 | Income for Person 2 |
| Chart 6. Marginal & Actual Tax Rates For Person 2 | Income for Person 2 |
| Chart 7. Assets for Person 2 | Assets for Person 2 |
| Chart 8. Taxable Income And Taxes | Taxes |
| Results – Tables | |
| Expenses, Mortgage | Expenses Details |
| Wanted and One-Time Extras | Extra Expenses |
| Asset changes per year | Assets Per Year |
| Income | Income |
| Assets | Assets |
| Rate changes per year | Rates |
| Taxes | Taxes |
| Federal and Province/State Taxes Used | Government Values |
| Charts Window Tables | Charts Values |
| Using Over The Years | |
| Tax File provided each year for loading | |
| Load new year into application | Entry Tax Year drop-down menu |
| Or Create Tax year Duplicate | Entry Tax Year drop-down menu |
| Easy to Move Saved data for new year | Entry Tax Year drop-down menu |
