This is a category-wise listing of do-it-yourself (DIY) financial planning resources available at freefincal. If you cannot find what you are looking for, try the search option in the middle of the right panel. If it is not there too, please leave a comment.
Flagship DIY Calculators/articles
Integrated Financial Plan Creator
Automated Mutual Fund & Financial Goal Tracker
Four part series on Goal Based Investing
Contented investing
Contended investing is a style of investing I strongly believe in and would like to promote using this blog. Here are few articles that will explain this idea better.
- The Contended Investor
- Frugality: The cornerstone of personal finance
- The permanent portfolio: A fascinating low volatility option for the Indian investor
Insurance Calculators
Follow a ‘Need-based approach’. One of the most comprehensive available online.
Are you in your 20s, just starting out on a job? Are you married with no children yet? You want to buy a term insurance policy but confused about how much to get insured for?If you have said yes to any of the above questions, here is a simple insurance calculator that would suit you.
This calculator allows you to determine:1. Paid-up value
🔥Secure your future with our Robo-advisory tool trusted by over 3,500 investors and advisors. From effortless retirement planning to funding your children’s biggest dreams, turn your financial goals into reality. 🔥
Subscribe for money management solutions via email! (Link takes you to our email sign-up form) Join 32,000+ readers in our community.
👉 New Tool Alert! NaviPlan: A Privacy-Focused Multi-asset Tracker and Goal Planner 👈
- Guaranteed Surrender value
Special Surrender value
- Insurance Policy Surrender Value & Paid-up Value Calculator
Financial Planning Calculators
- Comprehensive Child Planner
- Monthly Financial Tracker
- Financial Freedom Calculator
- Financial Health Check – Standard Version
- Financial Health Check With Optimized Goal Investor!
Goal-based investing is central to personal financial planning and a key aspect of personal finance. Here is a list of articles, and tools on goal-based investing.
- Goal Planners
- Optimize Your Goal Investment Amount
- Four part series on Goal Based Investing
Portfolio Management Calculators
- Portfolio Rebalancing –Volatility Simulator
- Types of Portfolio Rebalancing
- Permanent Portfolio Illustration
- Portfolio Rebalancer Version I
- Portfolio rebalancing simulator version I
3. DIY Financial Planning Guide
Investment Calculators
List of available investment calculators:
Loan/Mortgage
Here is a list of unique loan and mortgage calculators for you to plan your finances.
- Think Before Taking a Car Loan
- Pay off loan or Invest for Retirement
FD, RD, Debt Mutual Fund
Here is a list of calculators and resources related to fixed deposit (FD), recurring deposit (RD) and debt mutual funds.
1. Fixed Deposit and Recurring Deposit Calculators
- FD-Maturity value
Comprehensive Fixed Deposit Calculator – I: Total and Advance Tax Liability
Comprehensive Fixed Deposit Calculator – II: The Income Clubbing Headache
- Variable RD Calculator
- Comprehensive Recurring Deposit Calculator
2. Debt Mutual Fund vs. Fixed Deposit Calculators