On November 5, 2024, SEBI issued a circular titled, Disclosure of expenses, half-yearly returns, yield and risk-o-meter of schemes of Mutual Funds, outlining three changes to the half-yearly ...

This is a National Pension Scheme Fund Screener to shortlist consistently performing NPS schemes. You can also spot NPS schemes with a higher return than a benchmark at a lower risk. This is similar ...

Occasionally, we ask members of our YouTube community to post questions about investing and personal finance. Here are some of them with brief answers. Q: Sir, for a 30-year-old person who has never ...

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks. There are now three different screener files available. (1) Stocks with low ...

We discuss ten mistakes to avoid while planning for early retirement. 1. Have a clear post-retirement engagement plan. Retirement (early or normal) does not mean a complete cessation of work. It is a ...

From time to time, investors want to buy gold for “returns” and “diversification” (or is it diworsification?). In our experience, many, if not most, buy gold without understanding the risks and with ...

Here is a list of our free ebooks. From time to time, we compile past posts on a particular topic and publish them as ebooks in pdf format. To know the contents of each book, you can click on the ...

This is an updated list of calculators available for members of the freefincal investor circle. This is an exclusive space for investors, advisors, fintech employees and students to access financial ...

As readers may know, five mutual fund portfolios can be compared with the Google Sheets-based freefincal mutual fund portfolio overlap tool. Mr Sundararajan Srinivasan has updated the tool by ...

There seems to be a sudden interest in debt mutual funds. Possibly because everyone is expecting an interest rate cut? Possibly because of propaganda? Regardless of the origin, here are some facts you ...

In this edition of the reader story, we meet a reader who has built a 1 Million USD portfolio through disciplined savings and investments. About this series: I am grateful to readers for sharing ...

Many readers often ask us variations of, “My PPF account is maturing; should I extend it or open a new one?” We discuss how to handle PPF accounts that are about to mature. When and how to extend them ...