In this edition of the reader story, Abhineeth shared his 3rd financial audit with us. In April 2023, then 31, he shared his ...

When it comes to human relationships, I am fairly naive. It took me several years to understand that many people around us (friends, relatives, co-workers, neighbours, etc) respect us depending on our ...

A reader says, ” This is concerning the article titled: Is 87A rebate applicable for capital gains after budget 2025. It mentions that the rebate is available for LTCG – Debt funds – special rates for ...

Since Sep 2024, my retirement portfolio has lost an amount equivalent to 1 to 1.5 years of my annual expenses (X). That is if it was 10 times X in Sep 2024*. It is now 8.5 to 9 times annual expenses. ...

This index fund screener is based on tracking error and returns difference wrt benchmarks (aka tracking difference). The screener will help users evaluate how ...

A reader asks, “I will turn 55 this year and would like to retire in 2025. How do I find the corpus required if my monthly expenses are close to Rs. 1 lakh?” We shall use the freefincal robo advisor ...

In this article, Ganesh, a central government employee, decodes the unified pension scheme and discusses when it makes sense to opt for it. Per the UPS Gazette notification, an individual corpus will ...

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

AIF means any fund incorporated, which is a privately pooled investment vehicle that collects funds from sophisticated investors, for investing it following a defined investment policy for the benefit ...

In early 2024, the Securities and Exchange Board of India (SEBI) mandated that all mutual fund houses disclose the results of stress tests for their small-cap and mid-cap schemes. Following this ...

Unit Linked Insurance Policy is a life insurance policy that has components of both investment and insurance and is linked to a unit as defined in regulation 3(ee) of the Insurance Regulatory and ...

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 ...