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 objectives (baby training) and recurring monetary objectives (holidays, home equipment, and so forth.).
The device would assist anybody aged 18 to 80 plan for his or her retirement, six different non-recurring monetary objectives, and 4 different recurring monetary objectives with an in depth money movement abstract.
Greater than 1600 buyers and monetary advisors are utilizing the device. The device was just lately featured within the Financial Instances: Meet Pattabiraman, the person who helps many plan a greater retirement via his calculators.
- All inputs are totally customisable.
- It may be used for business/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 should 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 person must comply with this upon first use.
Step 1: Age of the person
For ages 18 to 25, a easy resolution is supplied with no additional inputs. Older customers might 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 embody as much as three post-retirement earnings 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.
If you’re retired, you may acquire an opinion in regards to the well being of your retirement corpus.
and an in depth retirement bucket funding technique in case the corpus is nice 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 Objectives
You may get an entire funding technique for one-time objectives like your kids’s training, a enterprise and so forth.
Step 4 B: Recurring Objectives
You too can plan for recurring objectives like a vacation each different 12 months, or a brand new automobile or iPhone each few years.
Step 5: Prompt Product Classes + “PlumbLine”
Funding ideas for monetary objectives are listed right here. As well as, PlumbLine affords a set of mutual funds to speculate.
Step 6A: Unbiased portfolio vs Unified portfolio
The money movement for 2 totally 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 Circulation
Unbiased portfolio
Unified portfolio
Video Information
The best way to use the Robo Advisory Instrument to verify in case you are able to retire
Get the Robo Advisory Instrument
All inputs are totally customisable. It may be used for business functions as effectively. Greater than 1600 buyers and monetary advisors are utilizing the device. Customers will get all future updates as effectively.
One-time buy; lifetime entry. Value contains future updates to the sheet.
Get the robo device by paying Rs. 5625 (Google Sheets version; On the spot 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 may work on Mac and Home windows Excel)
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 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 observe 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 Expertise, Madras. He has over ten years of expertise publishing information evaluation, analysis and monetary product growth. Join with him through 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 buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for youths. He has additionally written seven different free e-books on numerous cash administration matters. He’s a patron and co-founder of “Payment-only India,” an organisation selling unbiased, commission-free funding recommendation.
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Our new e-book for youths: “Chinchu Will get a Superpower!” is now obtainable!
Most investor issues could be traced to a scarcity of knowledgeable decision-making. We made unhealthy 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 wouldn’t it be if we needed to groom one potential 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 needs for his birthday and the way his mother and father plan for it, in addition to educating 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, opinions and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that with out battle of curiosity and bias. Observe us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles primarily based solely on factual data and detailed evaluation by its authors. All statements made might 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 might be inferences backed by verifiable, reproducible proof/information. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)
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