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



We’re joyful to announce the launch of the freefincal investor circle! That is an unique house for traders, 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 sources can be utilized for funding evaluation, monetary planning, monetary advisory, studying, and creating customized variations. Members also can share calculators and different sources 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.

Complete device depend (as of thirteenth Jan 2022): 14!

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

  • Mutual fund evaluation energy device: Up to date and consolidated with the next options.
    • Mutual fund vs index fingerprinting device (used to analyse efficiency)
    • Mutual fund vs index rolling returns (lump sum and SIP)
    • Ulcer index device (a measure of how anxious 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 may freely modify this and create varied instruments to fit your necessities.
  • Monetary planning instruments: Excel variations of the web calculators accessible in our e-book, You Will be Wealthy Too with Aim-based Investing and on the SEBI investor schooling website. Observe: The web editions don’t can help 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
      • Rising contribution calculator
    • Internet price calculator
    • Affect of 1% Sip calculator
    • The true energy of compounding
    • Value of delay calculator
    • Aim planner
      • Visible aim planner
      • Asset allocation
    • Month-to-month funding tracker
      • Retirement funding tracker
      • Different targets funding tracker
    • Monetary aim planner
  • Entry to a personal Fb group for dialogue and useful resource sharing.
  • Excel macros for extracting JSON recordsdata and dynamic URLs.
  • Google Sheets to check 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 Aim 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.

Necessary Phrases and circumstances:

  1. No refunds are doable beneath 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 on.). They shouldn’t be re-distributed in any kind or method with out prior consent.
  4. You might be free to switch 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 on.  – the suitable credit score must be given to the supply:
  6. The instruments have been created with the most recent model of Excel. They’re unlikely to work with very outdated variations of Excel (e.g. 2007). The ability question perform is critical for the info extraction modules to work.  No refund will likely be supplied if a number of instruments don’t work together with your Excel model.
  7. The functioning of the info extraction modules (standalone or bundled in) depends upon the supply of exterior web sites, which is past our management. These modules might now 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 convey any error to our consideration, they are going to be addressed as quickly as doable.
  9. The freefincal investor circle dialogue discussion board is a spot to debate evaluation strategies, building of calculators and so on. It’s not a spot to debate particular person investments and search public recommendation.
  10. The discretion of which instruments (created up to now/future) to incorporate within the investor circle is totally as much as the freefincal staff.
  11. The instruments listed beneath “coming quickly” are beneath growth. For varied causes or circumstances, it will not be doable to offer 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.

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About The Creator

Pattabiraman editor freefincalDr M. Pattabiraman(PhD) is the founder, managing editor and first creator of freefincal. He’s an affiliate professor on the Indian Institute of Expertise, Madras. He has over 9 years of expertise publishing information evaluation, analysis and monetary product growth. Join with him through 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 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 for selling unbiased, commission-free funding recommendation.

  Our flagship course! Be taught to handle your portfolio like a professional to attain your targets no matter market circumstances! Greater than 3000 traders and advisors are a part of our unique neighborhood! Get readability on how one can plan on your targets and obtain the required corpus it doesn’t matter what the market situation is!! Watch the primary lecture without spending a dime!  One-time fee! No recurring charges! Life-long entry to movies! Cut back concern, uncertainty and doubt whereas investing! Discover ways to plan on your targets earlier than and after retirement with confidence.

Our new course!  Improve your revenue by getting individuals to pay on your abilities! Greater than 700 salaried workers, entrepreneurs and monetary advisors are a part of our unique neighborhood! Discover ways to get individuals to pay on your abilities! Whether or not you’re a skilled or small enterprise proprietor who needs extra purchasers through on-line visibility or a salaried individual wanting a facet revenue or passive revenue, we’ll present you how one can obtain this by showcasing your abilities and constructing a neighborhood that trusts you and pays you! (watch 1st lecture without spending a dime). One-time fee! No recurring charges! Life-long entry to movies!   

Our new e-book for teenagers: “Chinchu will get a superpower!” is now accessible!

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 a scarcity 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 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 skill in our kids that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Determination 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 and train him a number of key concepts of choice 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 e-book even for adults! That is one thing that each mother or father ought to train their youngsters proper from their younger age. The significance of cash administration and choice making primarily based on their needs and desires. Very properly written in easy phrases. – Arun.

Purchase the e-book: Chinchu will get a superpower on your little one!

Find out how to revenue from content material writing: Our new e book for these focused on getting facet revenue through content material writing. It’s accessible at a 50% low cost for Rs. 500 solely!

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

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, studies, 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 yr (5 million web page views) with articles primarily based solely on factual data and detailed evaluation by its authors. All statements made will likely 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 introduced will solely be inferences backed by verifiable, reproducible proof/information. Contact data: 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 Aim-Based mostly Investing

You can be rich too with goal based investingRevealed by CNBC TV18, this e-book is supposed that will help you ask the best questions and search the right solutions, and because it comes with 9 on-line calculators, it’s also possible to create customized options on your way of life! Get it now.

Gamechanger: Overlook Startups, Be a part of Company & Nonetheless Stay the Wealthy Life You Need Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis e-book is supposed for younger earners to get their fundamentals proper from day one! It’s going to additionally assist you to 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, finances lodging, what to do when travelling, and the way travelling slowly is best financially and psychologically with hyperlinks to the online pages and hand-holding at each step. Get the pdf for Rs 300 (prompt obtain)




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