My name is Aditya, and I’m 36 years of age— currently a Cfo in a listed company. Today, my wealth stands at five crores, broken down into an equity portfolio of 3.25 cr and a bank balance of 25 lacs.

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 new tax regime slabs are also available).

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 ...

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 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 ...

Why did various Fixed-Fee RIAs choose to give up a more lucrative career path to pick a less lucrative career path? SEBI RIA Avinash Luthria asks this question to three Fixed Fee RIAs. It is not that ...

Now that the gazette notification for the Unified Pension Scheme is out (look for CG-DL-E-25012025-260482 at https://egazette.gov.in/), or download a copy here now may be a good time to revisit the ...

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 ...

Background of the case: For the financial year 2023-24, a rebate of Rs. 12,500 was available under Sec.87A for the old regime and Rs. 25,000 for the new regime. However, from July 5 onwards, this ...

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

My name is Aditya, and I’m 36 years of age— currently a Cfo in a listed company. Today, my wealth stands at five crores, broken down into an equity portfolio of 3.25 cr and a bank balance of 25 lacs.

This is a compilation of frequently asked questions about the freefincal robo advisor tool. It allows you to plan from start to finish for retirement (early, normal, before and after), non-recurring ...