We were recently asked some questions on mutual fund systematic withdrawal plans (SWPs). I thought it best to prepare for the interview by writing an ...

AI can already do many things remarkably well when it comes to money. It can explain concepts, calculate scenarios, compare ...

These are the freefincal handpicked list of mutual funds. New and experienced investors can use it based on their specific needs. The list, titled ...

This debt mutual fund screener supports portfolio selection, tracking, and learning. It also includes hybrid funds that ...

I feel almost a little silly asking such a basic question on a forum like this. It sounds too simple, perhaps even ...

We discuss the performance consistency of actively managed small cap funds by comparing them with the Nifty Midcap 150 index.

A reader who sent us the following details wants to know if investing Rs. 75K a month (increasing 10% a year) will fetch him Rs. 10 Crores after 15-20 ...

Can we build generational wealth with mutual funds? Ms Sonia Shenoy asked me this interesting question in a podcast. My answer was that it would be ...

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 ...

In this edition of the reader story, “This is my 1st update to the story published in 2022 – My investment journey from random Purchases to a goal-based portfolio“. About this series: I am grateful to ...

I think we often misunderstand what we should expect from a financial adviser. Ask someone why they hired an adviser, and ...

This debt mutual fund screener supports portfolio selection, tracking, and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors seeking to invest in money market ...