Friday, March 24, 2023
HomeMutual FundBe a part of the freefincal investor circle for unique advantages!

Be a part of the freefincal investor circle for unique advantages!

We’re pleased to announce the launch of the freefincal investor circle! That is an unique house for buyers, advisors, fintech workers and college students to entry monetary planning and insurance coverage instruments, mutual fund evaluation instruments, coding methods and Excel macros for information extraction.

The assets can be utilized for funding evaluation, monetary planning, monetary advisory, studying, and creating customized variations. Members may share calculators and different assets and talk about concepts or points in a non-public Fb group.

Membership advantages: You get lifetime entry (together with bug fixes) to the next Excel or Google Sheets instruments – see the video under for screenshots.

Whole instrument depend (as of thirteenth Jan 2022): 14!

All instruments are open-source. No hidden cells, formulae or macros. You’ll be able to customise them for private {and professional} use (see phrases and circumstances under).

  • Mutual fund evaluation energy instrument: Up to date and consolidated with the next options.
    • Mutual fund vs index fingerprinting instrument (used to analyse efficiency)
    • Mutual fund vs index rolling returns (lump sum and SIP)
    • Ulcer index instrument (a measure of how nerve-racking the fund was to carry)
    • Mutual fund vs index rolling volatility, upside and draw back seize
    • A number of dangers vs return metrics and  analysis rating
    • Plus extra!
    • You’ll be able to freely modify this and create numerous instruments to fit your necessities.
  • Monetary planning instruments: Excel variations of the net calculators out there in our guide, You Will be Wealthy Too with Purpose-based Investing and on the SEBI investor schooling web site. Notice: The web editions don’t let you save your inputs/outputs, whereas you are able to do that with the Excel recordsdata and modify them at will.
    • Insurance coverage calculator for Younger earners
    • Insurance coverage calculator for  Married earners
    • The time worth for cash
      • Versatile compound curiosity
      • Commonplace compound curiosity
      • Growing contribution calculator
    • Internet price calculator
    • Impression of 1% Sip calculator
    • The true energy of compounding
    • Value of delay calculator
    • Purpose planner
      • Visible objective planner
      • Asset allocation
    • Month-to-month funding tracker
      • Retirement funding tracker
      • Different targets funding tracker
    • Monetary objective planner
  • Entry to a non-public Fb group for dialogue and useful resource sharing.
  • Excel macros for extracting JSON recordsdata and dynamic URLs.
  • Google Sheets to match 5 MF portfolios & discover overlapping shares

Coming quickly:

  • Instruments for evaluating the rolling returns of a number of funds or indices
  • A easy Google sheets script for implementing Purpose Search with out the limitation of add-ons. That is utilized in our Robo Advisory Google Sheets version.
  • Up to date complete inventory evaluation spreadsheet.

Be a part of the investor circle!  Get pleasure from a 50% low cost for a restricted time and pay solely Rs. 3000 with low cost code circle50. You will get lifetime entry to the above instruments, dialogue boards, and bug fixes.

Essential Phrases and circumstances:

  1. No refunds are attainable underneath any circumstance.
  2. Membership is just for people and shouldn’t be shared.
  3. The above instruments can be utilized for private or skilled functions (e.g. advisory, report preparation and so forth.). They shouldn’t be re-distributed in any kind or method with out prior consent.
  4. You’re free to change the instruments at will for the above functions.
  5. Suppose the outcomes from these instruments are utilized in any type of content material accessible to the general public – articles, movies, social media posts and so forth.  – the suitable credit score needs to be given to the supply:
  6. The instruments have been created with the newest model of Excel. They’re unlikely to work with very outdated variations of Excel (e.g. 2007). The ability question operate is critical for the information extraction modules to work.  No refund can be supplied if a number of instruments don’t work along with your Excel model.
  7. The functioning of the information extraction modules (standalone or bundled in) depends upon the supply of exterior web sites, which is past our management. These modules could not work if these web sites change their content material supply methodology. All different modules will proceed to work.
  8. Whereas the instruments have been extensively examined for errors, we can’t assure they’re freed from them. If members deliver any error to our consideration, they are going to be addressed as quickly as attainable.
  9. The freefincal investor circle dialogue discussion board is a spot to debate evaluation strategies, development of calculators and so forth. It’s not a spot to debate particular person investments and search public recommendation.
  10. The discretion of which instruments (created previously/future) to incorporate within the investor circle is completely as much as the freefincal workforce.
  11. The instruments listed underneath “coming quickly” are underneath growth. For numerous causes or circumstances, it might not be attainable to supply them in future.

Screenshot of the instruments that members can entry

Be a part of the investor circle!

Get pleasure from a 50% low cost for a restricted time and pay solely Rs. 3000 with low cost code circle50. You will get lifetime entry to the above instruments, dialogue boards, and bug fixes.

Do share this text with your mates utilizing the buttons under.

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Use our Robo-advisory Excel Software for a start-to-finish monetary plan! Greater than 1000 buyers and advisors use this!

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  • Hit ‘reply’ to any e mail from us! We don’t supply customized funding recommendation. We will write an in depth article with out mentioning your identify in case you have a generic query.


Discover the location! Search amongst our 2000+ articles for info and perception!

About The Creator

Pattabiraman editor freefincalDr 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 9 years of expertise publishing information evaluation, analysis and monetary product growth. Join with him by way of Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You may be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for youths. He has additionally written seven different free e-books on numerous cash administration matters. He’s a patron and co-founder of “Charge-only India,” an organisation for selling unbiased, commission-free funding recommendation.

  Our flagship course! Be taught to handle your portfolio like a professional to realize your targets no matter market circumstances! Greater than 3000 buyers and advisors are a part of our unique neighborhood! Get readability on the way to plan on your targets and obtain the required corpus it doesn’t matter what the market situation is!! Watch the primary lecture free of charge!  One-time fee! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Learn to plan on your targets earlier than and after retirement with confidence.

Our new course!  Enhance your earnings by getting individuals to pay on your expertise! Greater than 700 salaried workers, entrepreneurs and monetary advisors are a part of our unique neighborhood! Learn to get individuals to pay on your expertise! Whether or not you’re a skilled or small enterprise proprietor who desires extra purchasers by way of on-line visibility or a salaried particular person wanting a aspect earnings or passive earnings, we’ll present you the way to obtain this by showcasing your expertise and constructing a neighborhood that trusts you and pays you! (watch 1st lecture free of charge). One-time fee! No recurring charges! Life-long entry to movies!   

Our new guide for youths: “Chinchu will get a superpower!” is now out there!

Both boy and girl version covers of Chinchu gets a superpower
Each boy and woman model covers of Chinchu will get a superpower.

Most investor issues may be traced to an absence of knowledgeable decision-making. We have all made dangerous choices and cash errors once we began incomes and spent years undoing these errors. Why ought to our youngsters undergo the identical ache? What is that this guide about? As mother and father, what would it not be if we needed to groom one capability in our youngsters that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Determination Making. So on this guide, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his mother and father plan for it and train him a number of key concepts of determination making and cash administration is the narrative. What readers say!

Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Suggestions from a younger reader after studying Chinchu will get a Superpower!

Should-read guide even for adults! That is one thing that each father or mother ought to train their children proper from their younger age. The significance of cash administration and determination making primarily based on their desires and wishes. Very properly written in easy phrases. – Arun.

Purchase the guide: Chinchu will get a superpower on your little one!

The best way to revenue from content material writing: Our new book for these concerned with getting aspect earnings by way of content material writing. It’s out there at a 50% low cost for Rs. 500 solely!

Wish to verify if the market is overvalued or undervalued? Use our market valuation instrument (it is going to work with any index!), otherwise you purchase the brand new Tactical Purchase/Promote timing instrument!

We publish month-to-month mutual fund screeners and momentum, low volatility inventory screeners.

About freefincal & its content material coverage Freefincal is a Information Media Group devoted to offering unique evaluation, stories, evaluations and insights on mutual funds, shares, investing, retirement and private finance developments. We achieve this with out battle of curiosity and bias. Observe us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles primarily based solely on factual info and detailed evaluation by its authors. All statements made can be verified from credible and educated sources earlier than publication. Freefincal doesn’t publish any paid articles, promotions, PR, satire or opinions with out information. All opinions offered will solely be inferences backed by verifiable, reproducible proof/information. Contact info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)

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Our publications

You Can Be Wealthy Too with Purpose-Based mostly Investing

You can be rich too with goal based investingPrinted by CNBC TV18, this guide is supposed that can assist you ask the precise questions and search the right solutions, and because it comes with 9 on-line calculators, you may also create customized options on your life-style! Get it now.

Gamechanger: Overlook Startups, Be a part of Company & Nonetheless Dwell the Wealthy Life You Need Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis guide is supposed for younger earners to get their fundamentals proper from day one! It would additionally assist you journey to unique locations at a low value! Get it or present it to a younger earner.

Your Final Information to Journey

Travel-Training-Kit-Cover-new That is an in-depth dive evaluation into trip planning, discovering low-cost flights, funds lodging, what to do when travelling, and the way travelling slowly is healthier financially and psychologically with hyperlinks to the net pages and hand-holding at each step. Get the pdf for Rs 300 (immediate obtain)




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