Financial Independence, Retire Early has revolutionised the way a generation approaches work and finances. But as more parents achieve financial freedom in their 30s and 40s, a troubling question ...

Typically, retirement is the last and most important financial goal for most families. Before retirement, the kids would have started working and ...

The mutual fund industry keeps talking about how X or Y fund or fund category is an “alternative” to a fixed deposit. Is this true? Which mutual fund is a good alternative to a fixed deposit? The ...

In this article, SEBI RIA Abhishek Kumar reviews SEBI’s Draft Circular on Revised MF Categorisation Rules. About the author: Abhishek is part of a freefincal’s curated list of fee-only financial ...

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 ...

These are the mutual fund taxation rules for FY 2025-2026. These are derived from Manmohan Sethumadhavan’s fantastic Capital Gains Taxation Rules Ready Reckoner for FY 2025-2026. Surcharge and cess ...

Typically, retirement is the last and most important financial goal for most families. Before retirement, the kids would have started working and sometimes married too. However, this dynamic is ...

We have revamped our Automated Stock Analyser with the Earnings Power Box Valuation Model. This was introduced by Hewitt Heiserman, Jr, in his book, “It’s Earnings That Count: Finding Stocks with ...

Last Updated on May 21, 2025 at 9:13 am The freefincal mutual fund portfolio overlap tool (first published July 2017 and updated May 2019) is now fully updated to work blazing fast on Google Sheets.

I evaluate the performance of my retirement portfolio and my son's future portfolio each year in a personal finance audit. This is the 11th edition.

In this article, we discuss a simple tactical entry and exit strategy for small cap mutual funds based on how expensive they are compared to the Nifty 50.

This is an example of data mining in index construction and why investors need to tread carefully when looking at the performance of such indices ...