We discuss how to plan for financial goals 5-10 years away. They are neither long-term to include equity nor short-term to avoid equity completely. Financial goal planning is all about setting the ...

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

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 ...

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 ...

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 ...

This is the sub-archive of our monthly index fund screeners ...

This is the sub-archive of our ETF tracking error screeners ...

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, and ...

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 ...

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 ...

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 July 3, 2025 at 5:47 pm Many first-time visitors to our website ask, “Where is the freefincal retirement calculator?” Our signature retirement calculator is now part of the freefincal ...