freefincal

In this edition of the reader story, “This is my 1st update to the story published in 2022 – My investment journey from random Purchases to a goal-based portfolio“. About this series: I am grateful to readers for sharing intimate details about their financial lives, which benefits us all. Some of the previous editions are linked at...

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Last Updated on September 19, 2026 at 8:31 am In June, we launched NaviPlan: a privacy-focused multi-asset tracker and Goal Planner. Developed by Gokul of Naviran Technologies in association with freefincal, this tool lets users track mutual funds, stocks, FDs, global assets, NPS, pension funds, and insurance policies! The user can tag these to financial...

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Last Updated on September 18, 2026 at 12:13 pm This index fund screener is based on tracking error and return differences wrt benchmarks (also known as tracking differences). It will help users evaluate how efficiently an index fund has tracked its underlying benchmark. It will also help them understand how tracking a midcap index, such...

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This composite case is built from patterns I see repeatedly in practice. Names and numbers are fictional. I show every calculation so you can check it and reuse the method. This is Part 1 of a four-part case study. About the author: Ajay Pruthi is a fee-only SEBI-registered investment advisor. He can be contacted via his...

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Last Updated on September 17, 2026 at 12:02 am In Aug 2026, we published a report comparing Active Mid-Cap Mutual Funds with the Nifty Midcap 150. We used 5-year, 4-year and 3-year rolling returns. What about the performance over longer time frames? Is it worth staying invested in an active mid-cap fund, paying a high...

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