Final Up to date on February 20, 2024 at 10:57 pm
Get the freefincal robo advisory software program device to plan from begin to end for retirement (early, regular, earlier than and after), non-recurring monetary targets (little one training) and recurring monetary targets (holidays, home equipment, and many others.).
The device would assist anybody aged 18 to 80 plan for his or her retirement, six different non-recurring monetary targets, and 4 different recurring monetary targets with an in depth money stream abstract.
Greater than 1600 traders and monetary advisors are utilizing the device. The device was just lately featured within the Financial Occasions: Meet Pattabiraman, the person who helps many plan a greater retirement via his calculators.
- All inputs are totally customisable.
- It may be used for industrial/skilled use as effectively. Many advisors use this to create monetary plans for his or her shoppers.
- Customers will get all future updates.
Presentation: The device is offered in two codecs
- As an Excel file with macros. It is going to work on Mac Excel and Home windows Excel.
- Or on Google Sheets with scripts.
The device has 9 Sheets with the next steps. An in depth video information is offered.
Video Information
Click on to play
Robo Advisory Software program: Learn Me First
That is the end-user license settlement. The consumer should conform to this upon first use.
Step 1: Age of the consumer
For ages 18 to 25, a easy answer is supplied with no additional inputs. Older customers shall be requested if they’re married or not and directed to the subsequent sheet.
Step 2 Retirement Inputs
You’ll be able to enter particulars related to creating your retirement plan right here
You’ll be able to 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 solutions.
If you’re retired, you may acquire an opinion concerning the well being of your retirement corpus.
and an in depth retirement bucket funding technique in case the corpus is sweet sufficient.
You’ll be able to play this simulation recreation to grasp how the bucket technique works: The Retirement Bucket Technique Simulator
Step 4 A: Non-recurring Targets
You may get an entire funding technique for one-time targets like your youngsters’s training, a enterprise and many others.
Step 4 B: Recurring Targets
You can too plan for recurring targets like a vacation each different 12 months, or a brand new automotive or iPhone each few years.
Step 5: Instructed Product Classes + “PlumbLine”
Funding solutions for monetary targets are listed right here. As well as, PlumbLine gives a set of mutual funds to take a position.
Step 6A: Impartial portfolio vs Unified portfolio
The money stream for 2 completely different portfolio fashions is offered. You’ll be able to see the video for extra particulars.
It is a screenshot of step 6A.
Step 6B: Money Circulate
Impartial portfolio
Unified portfolio
Video Information
Learn how to use the Robo Advisory Device to examine in case you are able to retire
Get the Robo Advisory Device
All inputs are totally customisable. It may be used for industrial functions as effectively. Greater than 1600 traders and monetary advisors are utilizing the device. Customers will get all future updates as effectively.
One-time buy; lifetime entry. Worth consists of future updates to the sheet.
Get the robo device by paying Rs. 5625 (Google Sheets version; Instantaneous Obtain. No refunds allowed). Use the low cost code: robo25
Use this hyperlink to get the device to get the Robo Advisory Template Excel Sheets Version at a 20% low cost for Rs. 4500 solely (the common value is Rs. 5625). Use the low cost code: robo25 (this can work on Mac and Home windows Excel)
Exterior India? Then use this Paypal hyperlink to pay USD 80 (Kindly write to freefincal [AT] Gmail [DOT] com after you pay).
Beta Testing Workforce: The robo device was examined and enhanced by a crew 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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Dr M. Pattabiraman(PhD) is the founder, managing editor and first writer of freefincal. He’s an affiliate professor on the Indian Institute of Know-how, Madras. He has over ten years of expertise publishing information evaluation, analysis and monetary product growth. Join with him by way of Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You could be wealthy too with goal-based investing (CNBC TV18) for DIY traders. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for youths. He has additionally written seven different free e-books on varied cash administration matters. He’s a patron and co-founder of “Charge-only India,” an organisation selling unbiased, commission-free funding recommendation.
Our flagship course! Study to handle your portfolio like a professional to realize your targets no matter market circumstances! ⇐ Greater than 3,000 traders and advisors are a part of our unique neighborhood! Get readability on plan on your targets and obtain the required corpus regardless of the market situation is!! Watch the primary lecture without cost! One-time cost! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Discover ways to plan on your targets earlier than and after retirement with confidence.
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Our new e book for youths: “Chinchu Will get a Superpower!” is now accessible!
Most investor issues could be traced to an absence of knowledgeable decision-making. We made dangerous selections and cash errors after we began incomes and spent years undoing these errors. Why ought to our youngsters undergo the identical ache? What is that this e book about? As mother and father, what would it not be if we needed to groom one skill in our youngsters that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Determination Making. So, on this e book, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his mother and father plan for it, in addition to instructing him a number of key concepts of decision-making and cash administration, is the narrative. What readers say!
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About freefincal & its content material coverage. Freefincal is a Information Media Group devoted to offering unique evaluation, experiences, evaluations and insights on mutual funds, shares, investing, retirement and private finance developments. We achieve this with out battle of curiosity and bias. Comply with us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles based mostly solely on factual info and detailed evaluation by its authors. All statements made shall be verified with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out information. All opinions shall be inferences backed by verifiable, reproducible proof/information. Contact info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)
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