A subscriber to our YouTube channel asks, "Assuming we retire at the age of 60 and live up to 85 years. I have been investing ...

While reading about living trusts and retirement planning, I came across a very important regulatory update from SEBI - one ...

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Before we begin, new ...

The latest freefincal Equity Mutual Fund Performance Screener is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark to ...

This index fund screener is based on tracking error and returns difference wrt benchmarks (also known as tracking difference). It will help users evaluate how ...

The notion of retirement has changed considerably over the years. Retirement for our parents meant a complete dependence on salary up to retirement and then complete dependence on pension afterwards.

This ETF screener is based on tracking errors and differences (ETF return minus index return). It will help users evaluate how efficiently an ETF has tracked its ...

The following are links to guest articles by M. Pattabiraman (associate professor at IIT, Madras, founder, managing editor and primary author of freefincal), his newspaper quotes, and references to ...

A reader asks, “How to perform a portfolio audit? What are the steps? What should be the frequency? How to achieve it without impacting your core day-to-day job/business? Ideally, how many goal-based ...

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!

Let us now discuss how to create a long-term investment portfolio. This assumes the viewer is an absolute beginner. some additional videos are linked below. If you are interested in availing of a ...

We discuss a tactical entry and exit strategy for small cap mutual funds. This is the second such article. In the first part, we discussed a strategy based on the ratio of the small cap index to Nifty ...