In India, buying a traditional life insurance policy is almost a family tradition. It is often the first thing people buy ...

This is an archive of Pattu’s portfolio audits published each year in December.

Hello friends! This is Avadhoot Joshi. I took my first Personal Finance Audit for the year 2020. After that, I review my ...

In most of the interviews or podcasts I do today, I get asked, "A lot of people are using AI for personal finance. Is this ...

Rolling return charts have recently become popular among DIY investors and advisors for mutual fund analysis. However, few ...

The latest Equity Mutual Fund Performance Screener is now available. Use it to screen for equity mutual funds that ...

We live in the golden age of financial access. With a smartphone and a 4G connection, you can buy a piece of India’s top companies or a global index fund ...

A reader asked me to write about work-life balance and how to achieve it. So here goes. In my opinion, it is hard to define ...

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks.

A reader asks, “Can I invest a lump sum in equity MFs to increase my equity allocation from 45% to 65%?” A 65% equity exposure is not that high, but what matters is, do you have a strategy to reduce ...

We discuss the role of income laddering (annuity laddering) in retirement planning and how to implement it. There are two extreme options in retirement planning: one where the corpus is managed in a ...

debt PF/PPF, etc.) safe? What may happen if some hacker hacks my digital life or, worst case, hacks into the government or AMC database and deletes our holdings? What will happen if our CDSL accounts ...