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

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 ...

In a recent talk, a person nearing retirement asked me to explain the differences between RBI Retail Direct Bonds and RBI ...

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

In this article, Dhilip Krishna discusses why he became a fixed-fee-only SEBI-registered investment Advisor. He is a member of Fee-only India*. Dhilip can be contacted via his website: Apta Investment ...

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 ...

The Indian stock markets have lost momentum for the past year. One can easily speculate reasons for the fall and wonder if we should stop investments or pull out money (we have started receiving such ...

I evaluate the performance of my retirement portfolio and my son’s future portfolio each year in a personal finance audit. This is the 11th edition. Published from 2013 onwards, these audits provide a ...

Parag Parikh Financial Advisory Services has filed an NFO document for Parag Parikh Large Cap Fund with SEBI. I was initially reluctant to opine on it, but since we received several requests, I ...