PlumbLine Dec 2017: Analyzing the handpicked list of mutual funds

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…

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PlumbLine November 2017: a handpicked list of mutual funds

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…

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Announcing the “PlumbLine”: a handpicked list of mutual funds

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…

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