Get the freefincal robo advisory tool to plan from start to finish for retirement (early, normal, before and after), non-recurring financial goals (child education) and recurring financial goals (Holiday, appliances etc.). The tool would help anyone from ages 18 to 80 to plan for their retirement, six other non-recurring financial goals and four other recurring…
Continue reading →Goal-based portfolio management is an online course to reduce fear, uncertainty and doubt while investing for a financial goal. 2900+ members of our community have already signed up for the course! Join to get clarity on how to plan for your goals and achieve the necessary corpus no matter what the market condition is!! Watch the…
Continue reading →We are happy to announce a new Google sheet based mutual fund and stock investment tracker. The features of the sheet are presented below. Key features of the freefincal mutual fund and stock tracker A private, all-in-one-place tracker that is independent of our computers. Fast and functionally superior to our previous Excel-based trackers. Completely open-source…
Continue reading →The freefincal Equity Mutual Fund Performance Screener (Aug 2022) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our two courses:…
Continue reading →We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks. There are now three different screener files available. (1) Stocks with low volatility and momentum from the BSE 100 large cap universe are available as a separate file (2) Stocks with low…
Continue reading →This is a debt mutual fund screener for fund selection, fund portfolio tracking and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors who wish to invest in money market funds, banking and PSU funds etc. The credit quality of the bonds in the portfolio and the bond maturity profile…
Continue reading →This is an index fund screener based on tracking error and returns difference wrt benchmarks (aka tracking difference). The screener will help a user evaluate how efficiently an index fund has tracked its underlying benchmark. It will also help a understand how tracking a midcap index or the Nifty 100, 500 is quite different from…
Continue reading →The freefincal mutual fund portfolio overlap tool (first published July 2017 and updated May 2019) is now fully updated to work blazing fast on Google Sheets. The features of the tool are listed below. It allows you to compare the portfolio of five mutual funds. These can be a mix of equity funds, hybrid funds…
Continue reading →My new book for kids: “Chinchu gets a superpower!” is now available! Here are the details on what the book is about; how to use it and how to buy it. What is this book about? As parents, if we had to groom one ability in our children that is key not only to money…
Continue reading →This is an in-depth dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, and how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. The travel training kit (e-book) will include a deep dive analysis into vacation planning, finding cheap…
Continue reading →We invite readers to share their personal finance journey as guest articles with our community. Your experience and lessons learned will serve as a great inspiration for the DIY investing community. If you prefer, the article will be published anonymously. We are grateful to readers for sharing intimate details about their financial lives for the…
Continue reading →Does your child want the new Sony PlayStation 5(PS5)? Maybe they want an Xbox? Maybe you know a friend who is planning to buy these. However, do not buy these gaming consoles! In our new ebook, tech expert Ravi Kumar presents a step by step guide for non-techies with all relevant resources to build a…
Continue reading →I am happy to announce the release of our new e-book: How to profit from content writing. Two professional content writers, Smriti and Deepti share their experiences and insights on how to create effective content, how to become a freelance content writer and generate regular side-income. You can buy the book at a 50% discount…
Continue reading →A reader asks, “You usually recommend money market funds for short-term goals. Can we also consider Ultra Short Duration Funds for this purpose?’ The definition of money market funds is simple: “Investment in Money Market instruments having maturity up to 1 year”.Ultra-short duration funds are defined as “investment in Debt & Money Market instruments such…
Continue reading →In this article, we explain why conventional ways of measuring ETF tracking errors can be misleading and present an alternative. The efficiency of a passive fund (index fund or ETF) is measured by the tracking error or tracking difference. The tracking difference is simply the fund return minus benchmark return. This must be a small…
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