Hello friends! This is Avadhoot Joshi. I took my first Personal Finance Audit for the year 2020. After that, I review my ...

In most of the interviews or podcasts I do today, I get asked, "A lot of people are using AI for personal finance. Is this ...

Rolling return charts have recently become popular among DIY investors and advisors for mutual fund analysis. However, few ...

The latest Equity Mutual Fund Performance Screener is now available. Use it to screen for equity mutual funds that ...

In a recent talk, a person nearing retirement asked me to explain the differences between RBI Retail Direct Bonds and RBI ...

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks.

A reader asked me to write about work-life balance and how to achieve it. So here goes. In my opinion, it is hard to define ...

We live in the golden age of financial access. With a smartphone and a 4G connection, you can buy a piece of India’s top companies or a global index fund ...

Use this simple spreadsheet to review and audit your goal-based investment portfolios. Over the years, we recognised the need for a tool beyond financial planning and portfolio value/return tracking.

Parag Parikh Financial Advisory Services has filed an NFO document for Parag Parikh Large Cap Fund with SEBI. I was initially reluctant to opine on it, but since we received several requests, I ...

debt PF/PPF, etc.) safe? What may happen if some hacker hacks my digital life or, worst case, hacks into the government or AMC database and deletes our holdings? What will happen if our CDSL accounts ...

We discuss the role of income laddering (annuity laddering) in retirement planning and how to implement it. There are two extreme options in retirement planning: one where the corpus is managed in a ...