This can be a compilation of regularly requested questions in regards to the freefincal robo advisor instrument. It lets you plan from begin to end for retirement (early, regular, earlier than and after), non-recurring monetary objectives (youngster schooling) and recurring monetary objectives (holidays, home equipment, and many others.).
The instrument would assist anybody aged 18 to 80 plan for his or her retirement, six different non-recurring monetary objectives, and 4 different recurring monetary objectives with an in depth money circulate abstract.
Greater than 2500 buyers and monetary advisors are utilizing the instrument. The instrument was featured within the Financial Occasions: Meet Pattabiraman, the person who helps many plan a greater retirement by way of his calculators.
1. Can I take advantage of the instrument on Mac OS? Sure. There are two choices. In case you have Mac Excel put in, you need to use the Excel version of the robo instrument. If not, you need to use the Google Sheets model.
2. Will it work on Mac Numbers? No. It has macros, they usually received’t work on Mac Numbers.
3. What’s the distinction between the Excel and Google Sheet Editions? They’re equivalent in performance. So you need to use both version. The one distinction is the Google Sheet version runs scripts a contact slower than Excel as it’s completed on the cloud and never domestically in your system.
4. Can I alter all inputs? Sure. You possibly can customise all inputs.
5. Can I take advantage of the instrument to create monetary plans for my purchasers? Sure, you may.
6. Can I have a look at the Excel Macros or Google Sheet Scripts? The Excel Macros are password-protected to stop unintended adjustments. The passwords can be found on request. There are numerous macro password elimination providers on-line. You should utilize these as properly! The Google Sheet Scripts will not be password protected.
7. Will I get the Excel version if I pay for the Google Sheets version or vice versa? No. You solely get the version you paid for.
8. Are all future updates free? Sure!
9. What sort of help do you supply? The product web page has a video walkthrough of the sheet. It’s self-explanatory and simple to make use of; nearly all our customers by no means want help. We are going to reply any particular questions or doubts in regards to the sheet. We are going to not have a look at your inputs and supply funding recommendation
10. How do I contact you? letters[AT] freefincal [dot] com
11. Can I embody my pension and lease whereas planning for retirement? Sure, three revenue streams after retirement could be included.
12. Can I embody dividends as an revenue supply? Sure, you may. Be conservative, although, as it isn’t a assured revenue supply.
13. Can I consider a rise within the revenue? Sure you may. You too can outline for what number of years you’re going to get the revenue.
14. I’ve monetary objectives that happen after the deadline. Can the robo instrument deal with this? Sure, it may.
15. I’m already retired. Is the robo instrument helpful for me? If most of your investments are pension or revenue sources, it won’t be helpful. In case you have a corpus partly in fairness and partly in fastened revenue (in any combine), you need to use the instrument to seek out out the optimum bucket technique for you.
16. Can I alter the automated asset allocation suggestion supplied by the instrument? Sure you may!
17. Can I take a look at the instrument earlier than shopping for? Sorry, no.
18. I’m scholar or a younger skilled. I can’t afford the instrument. Are you able to please give me a reduction or give me the instrument without cost? Sorry, no. At that stage in life, you don’t want the instrument anyway. Preserve issues easy and don’t purchase difficult merchandise.
19. Will the instrument inform me the place I ought to make investments? It would advocate asset allocation and product classes. Product (particularly MF) suggestions are right here: Handpicked Listing of Mutual Funds (PlumbLine).
20. Can I observe my portfolio with the instrument? No. This can be a planning instrument. For monitoring, you need to use our Google Sheets MF and Shares Tracker.
21. Can I overview my portfolio every year with the instrument? Sure, you may. See: Easy methods to use the freefincal robo advisory instrument to trace the progress of our monetary objectives. You too can use our devoted portfolio audit instrument.
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Dr M. Pattabiraman(PhD) is the founder, managing editor and first writer of freefincal. He’s an affiliate professor on the Indian Institute of Expertise, Madras. He has over ten years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him by way of 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 buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on numerous cash administration subjects. He’s a patron and co-founder of “Payment-only India,” an organisation selling unbiased, commission-free funding recommendation.
Our flagship course! Be taught to handle your portfolio like a professional to realize your objectives no matter market circumstances! ⇐ Greater than 3,000 buyers and advisors are a part of our unique group! Get readability on the best way to plan to your objectives and obtain the mandatory corpus irrespective 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 objectives 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 selections 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 wouldn’t it be if we needed to groom one means in our kids that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Resolution Making. So, on this e-book, we meet Chinchu, who’s about to show 10. What he needs 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 father or mother ought to educate their children proper from their younger age. The significance of cash administration and determination making primarily based on their needs and desires. Very properly written in easy phrases. – Arun.
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About freefincal & its content material coverage. Freefincal is a Information Media Group devoted to offering authentic evaluation, stories, opinions and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that with out battle of curiosity and bias. Observe us on Google Information. Freefincal serves greater than three million readers a yr (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 with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out information. All opinions can 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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