The freefincal robo-advisor tool will now feature equity glide paths for retirement buckets, providing enhanced risk ...

A reader asks, "Would you please suggest how one can manage financially if one is not eligible for health insurance due to ...

This is a debt mutual fund screener for portfolio selection, tracking, and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors who wish to invest in money market ...

Last Updated on February 7, 2025 at 2:54 pm Budget 2025 has further reduced the tax burden in the new tax regime. Use this free calculator to compare the old and new tax regimes (calculations for past ...

The loss is around 20 percent of my unrealised profits of my entire portolio. So haven’t bothered much. But need some ideas on it.), and started mutual funds investment after reading your articles.

Last Updated on April 26, 2025 at 9:23 pm We have revamped our Automated Stock Analyser with the Earnings Power Box Valuation Model. This was introduced by Hewitt Heiserman, Jr, in his book, “It’s ...

If the ratio >= 1.3 (when you check once a month), sell the small cap mutual fund (here it is the index) and invest in Nifty 50. If it continues at this level, keep buying Nifty 50 each month. If the ...

Inputs and assumptions Monthly expenses of Rs. 50,000 Another Rs. 50,000 annual expenses. Existing assets: Rs. 65 lakhs in stocks, mutual funds, and Rs. 50 lakhs in EPF The expected return from equity ...

I maintain a document named “Where is our money?”. This document captures everything I want my family to know about money if I were to be in a position not to tell them—maybe because I am dead or in a ...

Last Updated on January 2, 2024 at 1:13 pm In Jan 2023, Pretorius shared his investment journey for our reader story section: How I learnt to keep it simple and build a net worth 19 times my annual ...

Last Updated on December 20, 2023 at 8:47 am I evaluate the performance of my retirement portfolio and my son’s future portfolio each year in a personal finance audit. This is the 11th edition.

In this edition of the reader story, a reader who prefers anonymity explains why, despite making most mistakes in the book, his mutual fund portfolio is worth about six crores today. About this series ...