PlumbLine is my list of handpicked mutual funds. This was started in Sep 2017 for beginners to accompany the freefincal robo advisory template. This is the July 2019 edition (3rd quarter). I have added a disclosure of which funds I use from this list and what for what purpose. If you are seeing this for…

PlumbLine is my list of handpicked mutual funds. This was started in Sep 2017 for beginners to accompany the freefincal robo advisory template. This is the April 2019 edition. If you are seeing this for the first time, please take a couple of minutes to understand what this list is, how it has been compiled…

PlumbLine is my list of handpicked mutual funds. This was started in Sep 2017 for beginners to accompany the freefincal robo advisory template. This is the January 2019 edition. There are seven changes in funds and fund categories.  If you are seeing this for the first time, please take a couple of minutes to understand…

PlumbLine is my list of handpicked mutual fund started in last Sep for beginners to accompany the freefincal robo advisory template. After a gap of four months, here is the September 2018 edition with three new additions. This marks one year of the robo template. If you are seeing this for the first time, please…

PLumbline is my list of handpicked mutual fund started in Sep 2017 for beginners to accompany the freefincal robo advisory template.  After a gap of two months, here is the revised and updated list after taking into account SEBIs mutual fund classification rules. It is important for investors to recognise that except for a few…

PLumbline is my list of handpicked mutual fund started in Sep 2017 for beginners to accompany the freefincal robo advisory template. This month, one fund from the list has been removed as AMCs have started to fall in line with SEBIs mutual fund classification rules. Before we begin, my second book, Gamechanger: Forget Start-ups, Join Corporate…

Readers may be aware that in September 2017 I had introduced a handpicked list of mutual funds and called it PlumbLine to accompany the freefincal robo advisory template. While we are still waiting for AMCs to fall in line after  SEBI announced its mutual fund classification rules, this month, I  present the funds in table form for…

Readers may be aware that in September 2017 I had introduced a handpicked list of mutual funds and called it PlumbLine to accompany the freefincal robo advisory template. While we are still waiting for AMCs to fall in line after  SEBI announced its mutual fund classification rules, this month, I focus on simple ways to review a…

Readers may be aware that last month I had introduced a handpicked list of mutual funds and called in PlumbLine to accompany the freefincal robo advisory template. I was all set to write this months post, when SEBI announced its mutual fund classification rules, to be implemented by year-end. So I wanted to wait until…

Dear reader, the final step of an investment plan is the product selection. The freefincal robo advisory template will provide the user with all necessary inputs from asset allocation, investment strategy and suggest product categories. To accompany the robo template, I would like to  publish a handpicked list of mutual funds which will be updated…