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Build a complete financial plan with our Robo Advisor Tool!

Get the freefincal robo advisor tool to plan from start to finish for retirement (early, normal, before and after), non-recurring financial goals (child education) and recurring financial goals (holidays, 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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Join our online course on goal-based portfolio management!

Goal-based portfolio management is an online course to reduce fear, uncertainty and doubt while investing for a financial goal. 3000+ 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…

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Join the freefincal investor circle for exclusive benefits!

We are happy to announce the launch of the freefincal investor circle! This is an exclusive space for investors, advisors, fintech employees and students to access financial planning and insurance tools, mutual fund and stock analysis tools, coding strategies and Excel macros for data extraction. The resources can be used for investment analysis, financial planning,…

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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: Update Feb 2024: A Sov Gold Bond Tracker on Google Sheets is free for those purchasing the tracker! Update April 2024: A NPS Portfolio…

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Review your goal-based investment portfolio with this auditing tool

We present a simple spreadsheet to review and audit your goal-based investment portfolios. Over the years, we recognised the need for a tool beyond financial planning and portfolio value/return tracking. A financial planning calculator tells you the target corpus for a goal and the investment amount required.  A portfolio tracker only tells you the current…

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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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Share your personal finance journey with our community and inspire DIY investors!

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…

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