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Build a complete financial plan with our Robo Advisory Tool!

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…

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Track your mutual fund and stock investments with this Google Sheet!

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…

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Equity Mutual Fund Screener June 2022: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (June 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:…

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Travel Training Kit: Your Ultimate Guide to Travel

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…

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Can we use Balanced Advantage Funds as a one-fund portfolio and save on rebalancing tax?

A reader asks, “I understood the importance of asset allocation/annual rebalancing exercise from your old article. I see the below text by one of the leading BAFs (see link below) – When investors manually move their money between equity and debt, they could be subjected to taxes on the capital gains made in the short…

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