Final Up to date on February 20, 2024 at 10:57 pm
Get the freefincal robo advisory software program device to plan from begin to end for retirement (early, regular, earlier than and after), non-recurring monetary targets (little one training) and recurring monetary targets (holidays, home equipment, and many others.).
The device would assist anybody aged 18 to 80 plan for his or her retirement, six different non-recurring monetary targets, and 4 different recurring monetary targets with an in depth money stream abstract.
Greater than 1600 traders and monetary advisors are utilizing the device. The device was lately featured within the Financial Instances: Meet Pattabiraman, the person who helps many plan a greater retirement by means of his calculators.
- All inputs are totally customisable.
- It may be used for business/skilled use as effectively. Many advisors use this to create monetary plans for his or her purchasers.
- Customers will get all future updates.
Presentation: The device is out there in two codecs
- As an Excel file with macros. It can work on Mac Excel and Home windows Excel.
- Or on Google Sheets with scripts.
The device has 9 Sheets with the next steps. An in depth video information is out there.
Video Information
Click on to play
Robo Advisory Software program: Learn Me First
That is the end-user license settlement. The person must conform to this upon first use.
Step 1: Age of the person
For ages 18 to 25, a easy resolution is supplied with no additional inputs. Older customers will likely be requested if they’re married or not and directed to the subsequent sheet.
Step 2 Retirement Inputs
You may enter particulars related to creating your retirement plan right here
You may embrace as much as three post-retirement revenue streams
Step 3 Retirement Planning
This sheet tells you the funding technique to be adopted earlier than retirement (and as much as retirement) with clear asset allocation break up and funding portfolio administration solutions.
In case you are retired, you may acquire an opinion in regards to the well being of your retirement corpus.
and an in depth retirement bucket funding technique in case the corpus is nice sufficient.
You may play this simulation sport to grasp how the bucket technique works: The Retirement Bucket Technique Simulator
Step 4 A: Non-recurring Objectives
You will get a whole funding technique for one-time targets like your youngsters’s training, a enterprise and many others.
Step 4 B: Recurring Objectives
You can too plan for recurring targets like a vacation each different yr, or a brand new automotive or iPhone each few years.
Step 5: Steered Product Classes + “PlumbLine”
Funding solutions for monetary targets are listed right here. As well as, PlumbLine presents a set of mutual funds to take a position.
Step 6A: Unbiased portfolio vs Unified portfolio
The money stream for 2 completely different portfolio fashions is out there. You may see the video for extra particulars.
It is a screenshot of step 6A.
Step 6B: Money Circulation
Unbiased portfolio
Unified portfolio
Video Information
Tips on how to use the Robo Advisory Instrument to verify in case you are able to retire
Get the Robo Advisory Instrument
All inputs are totally customisable. It may be used for business functions as effectively. Greater than 1600 traders and monetary advisors are utilizing the device. Customers will get all future updates as effectively.
One-time buy; lifetime entry. Worth contains future updates to the sheet.
Get the robo device by paying Rs. 5625 (Google Sheets version; Instantaneous Obtain. No refunds allowed). Use the low cost code: robo25
Use this hyperlink to get the device to get the Robo Advisory Template Excel Sheets Version at a 20% low cost for Rs. 4500 solely (the common value is Rs. 5625). Use the low cost code: robo25 (this may work on Mac and Home windows Excel)
Exterior India? Then use this Paypal hyperlink to pay USD 80 (Kindly write to freefincal [AT] Gmail [DOT] com after you pay).
Beta Testing Workforce: The robo device was examined and enhanced by a workforce of associates and readers for over a month: Anirban Ghosh, Anish Mohan, Dashrath Memane, Guru Rudagi, Lokesh Shah, Mahesh Bangadkar, Muthu Krishnan V, Niranjan Kaushik, Prajal Sutaria, @Prashanth_Krish (Twitter deal with comply with him!!), Srinivasan SR, Sajo C Mathew, Prof. Shriram R, Srinivasan Sundararajan, Sumit Nisal, Vignesh Baskar, Balaji Swaminathan, Amarnath Reddy. I’m indebted to their time, effort, consideration and dedication. With out their assist, this launch wouldn’t be attainable.
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About The Creator
Dr M. Pattabiraman(PhD) is the founder, managing editor and first writer of freefincal. He’s an affiliate professor on the Indian Institute of Know-how, Madras. He has over ten years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him through Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You could be wealthy too with goal-based investing (CNBC TV18) for DIY traders. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on varied cash administration matters. He’s a patron and co-founder of “Price-only India,” an organisation selling unbiased, commission-free funding recommendation.
Our flagship course! Study to handle your portfolio like a professional to attain your targets no matter market circumstances! ⇐ Greater than 3,000 traders and advisors are a part of our unique neighborhood! Get readability on find out how to plan to your targets and obtain the mandatory corpus regardless of the market situation is!! Watch the primary lecture without cost! One-time fee! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Learn to plan to your targets earlier than and after retirement with confidence.
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Our new e-book for teenagers: “Chinchu Will get a Superpower!” is now accessible!
Most investor issues could be traced to a scarcity of knowledgeable decision-making. We made unhealthy choices and cash errors after we began incomes and spent years undoing these errors. Why ought to our kids undergo the identical ache? What is that this e-book about? As dad and mom, what would it not be if we needed to groom one potential in our kids that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Choice Making. So, on this e-book, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his dad and mom plan for it, in addition to educating him a number of key concepts of decision-making and cash administration, is the narrative. What readers say!
Should-read e-book even for adults! That is one thing that each mum or dad ought to train their youngsters proper from their younger age. The significance of cash administration and choice making based mostly on their desires and wishes. Very properly written in easy phrases. – Arun.
Purchase the e-book: Chinchu will get a superpower to your little one!
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About freefincal & its content material coverage. Freefincal is a Information Media Group devoted to offering unique evaluation, experiences, critiques and insights on mutual funds, shares, investing, retirement and private finance developments. We achieve this with out battle of curiosity and bias. Comply with us on Google Information. Freefincal serves greater than three million readers a yr (5 million web page views) with articles based mostly solely on factual info and detailed evaluation by its authors. All statements made will likely be verified with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out information. All opinions will likely be inferences backed by verifiable, reproducible proof/information. Contact info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)
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