Sunday, October 1, 2023
HomeMutual FundCreate a whole monetary plan!

Create a whole monetary plan!

The freefincal robo advisory software is now accessible on Google Sheets. You should use it to plan from begin to end for retirement (early, regular, earlier than and after), non-recurring monetary targets (youngster training) and recurring monetary targets (holidays, home equipment and many others.).

The software would assist anybody from ages 18 to 80 plan their retirement with an in depth money circulation abstract, six different non-recurring monetary targets, and 4 different recurring monetary targets.

Greater than 1000 buyers and monetary advisors are utilizing the software. The software was lately featured within the Financial Instances: Meet Pattabiraman, the person who helps many plan a greater retirement by way of his calculators.

All inputs are totally customisable. It may be used for business use as properly. Customers will get all future updates as properly.  

Presentation: The software is on the market

  • as an Excel file with macros. It’s going to work on Mac Excel and Home windows Excel.
  • on Google Sheets with scripts (a alternative for Excel macros)

This can be a screenshot of the Google Sheets editions. The screenshots and video guides beneath for the Excel version additionally apply to the Google Sheets Version.

Screenshot of the Robo Advisory Device Google Sheets Version


There are 9 Sheets with the next steps. An in depth video information is on the market.

Video Information

Click on to play

Robo Advisory Software program: Learn me First

That is the end-user license settlement. The person should comply with this upon first use.Robo advisory software free download

Step 1: Age of the person

A easy answer is supplied for ages 18 to 25 with out additional enter. Older customers shall be requested if they’re married or not and directed to the subsequent sheet.

Step 2 Retirement Inputs

You may enter particulars related to creating your retirement plan right here

You may embrace as much as three post-retirement revenue streams

Step 3 Retirement Planning

This sheet tells you the funding technique to be adopted earlier than retirement (and as much as retirement) with clear asset allocation break-up and funding portfolio administration ideas.

In case you are retired, you’ll be able to acquire an opinion concerning the well being of your retirement corpus.

and an in depth retirement bucket funding technique in case the corpus is nice sufficient.

You may play this simulation sport to grasp how the bucket technique works: The Retirement Bucket Technique Simulator

Step 4 A: Non-recurring Targets

You may get a whole funding technique for one-time targets like your youngsters’s training, a enterprise and many others.

Step 4 B: Recurring Targets

You can even plan for recurring targets like a vacation each different yr, or a brand new automobile or iPhone each few years.

Step 5: Recommended Product Classes + “PlumbLine”

Funding ideas for monetary targets are listed right here. As well as, PlumbLine affords a set of mutual funds to speculate.

Step 6A: Impartial portfolio vs Unified portfolio

The money circulation for 2 totally different portfolio fashions is on the market. You may see the video for extra particulars.

This can be a screenshot of step 6A.

Step 6B: Money Stream

Impartial portfolio

Unified portfolio

Video Information

Find out how to use the Robo Advisory Device to test if you’re able to retire

Get the Robo Advisory Device

All inputs are totally customisable. It may be used for business functions as properly. As of Might 2022, 1000+ buyers and monetary advisors are utilizing the software. Customers will get all future updates as properly.

Google Sheets Version (with scripts): Get the robo software by paying Rs. 5160 (Google Sheets version; Prompt Obtain. No refunds allowed). One-time buy.

Excel Version (with macros): It’s going to work on Mac Excel and Home windows Excel.

Get the robo software by paying Rs. 5160 (Excel version; Prompt Obtain. No refunds allowed). For assist, write to freefincal [AT] Gmail [DOT] com. Please obtain the file and open it through Excel. One-time buy.

Outdoors India? Then use this Paypal hyperlink to pay USD 80 (Kindly write to freefincal [AT] Gmail [DOT] com after you pay).

Beta Testing Staff: The robo software  was examined and enhanced by a group of buddies and readers for over a month: Anirban Ghosh, Anish Mohan, Dashrath Memane, Guru Rudagi, Lokesh Shah, Mahesh Bangadkar, Muthu Krishnan V, Niranjan Kaushik, Prajal Sutaria, @Prashanth_Krish (Twitter deal with comply with him!!), Srinivasan SR, Sajo C Mathew, Prof. Shriram R, Srinivasan Sundararajan, Sumit Nisal, Vignesh Baskar, Balaji Swaminathan, Amarnath Reddy. I’m indebted to their time, effort, consideration and dedication. With out their assist, this launch wouldn’t be doable.

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