It might appear to be an odd title for an Excel file, however typically that you must create consideration. On Saturday, October 4, 2025, Union Finance Minister Nirmala Sitharaman said that monetary belongings price ₹1.84 lakh crore had been mendacity unclaimed with banks and regulators, and officers want to make sure these attain the rightful homeowners.
A major quantity stays unclaimed, and I nonetheless obtain many queries from shoppers whose spouses are usually not inquisitive about private finance. It’s difficult to show somebody a few topic they don’t seem to be inquisitive about, however what will be the answer? I considered creating an Excel file in order that not less than the partner is conscious of all investments and insurance coverage insurance policies in case of an unlucky occasion.
This won’t solely help your partner but additionally enable you to hold observe of insurance coverage and investments, as many individuals don’t even know the place all their cash is invested. It can additionally enable you to confirm whether or not correct nominations have been made for every funding and insurance coverage coverage.
Use our Robo-advisory Instrument to create an entire monetary plan! ⇐Greater than 3,000 traders and advisors use this! Use the low cost code: robo25 for a 20% low cost. Plan your retirement (early, regular, earlier than, and after), in addition to non-recurring monetary targets (equivalent to little one schooling) and recurring monetary targets (like holidays and equipment purchases). The instrument would assist anybody aged 18 to 80 plan for his or her retirement, in addition to six different non-recurring monetary targets and 4 recurring monetary targets, with an in depth money circulate abstract.
🔥You can too avail huge reductions on our programs and the freefincal investor circle! 🔥& be part of our neighborhood of 8000+ customers!
Observe your mutual funds and inventory investments with this Google Sheet!
We additionally publish month-to-month fairness mutual funds, debt and hybrid mutual funds, index funds, and ETF screeners, in addition to momentum and low-volatility inventory screeners.
You’ll be able to observe our articles on Google Information
We’ve got over 1,000 movies on YouTube!
Be part of our WhatsApp Channel
Podcast: Let’s Get RICH With PATTU! Each single Indian CAN develop their wealth!
You’ll be able to watch podcast episodes on the OfSpin Media Buddies YouTube Channel.
🔥Now Watch Let’s Get Wealthy With Pattu தமிழில் (in Tamil)! 🔥
- Do you will have a remark concerning the above article? Attain out to us on Twitter: @freefincal or @pattufreefincal
- Have a query? Subscribe to our e-newsletter utilizing the shape beneath.
- Hit ‘reply’ to any e-mail from us! We don’t provide personalised funding recommendation. We are able to write an in depth article with out mentioning your title when you have a generic query.
Be part of 32,000+ readers and get free cash administration options delivered to your inbox! Subscribe to get posts by way of e-mail! (Hyperlink takes you to our e-mail sign-up type)
About The Creator
Dr M. Pattabiraman (PhD) is the founder, managing editor and first creator of freefincal. He’s an affiliate professor on the Indian Institute of Expertise, Madras. He has over 13 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 will be wealthy too with goal-based investing (CNBC TV18) for DIY traders. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on numerous cash administration subjects. He’s a patron and co-founder of “Charge-only India,” an organisation selling unbiased, commission-free, AUM-independent funding recommendation.
Our flagship course! Be taught to handle your portfolio like a professional to attain your targets no matter market situations! ⇐ Greater than 3,500 traders and advisors are a part of our unique neighborhood! Get readability on the way to plan on your targets and obtain the mandatory corpus regardless of the market situation!! Watch the primary lecture without cost! One-time cost! No recurring charges! Life-long entry to movies! Cut back worry, uncertainty and doubt whereas investing! Discover ways to plan on your targets earlier than and after retirement with confidence.
Improve your revenue by getting folks to pay on your expertise! ⇐ Greater than 800 salaried workers, entrepreneurs and monetary advisors are a part of our unique neighborhood! Discover ways to get folks to pay on your expertise! Whether or not you’re a skilled or small enterprise proprietor looking for extra shoppers by means of on-line visibility, or a salaried particular person in search of a aspect revenue or passive revenue, we are going to present you the way to obtain this by showcasing your expertise and constructing a neighborhood that trusts and pays you. (watch 1st lecture without cost). One-time cost! No recurring charges! Life-long entry to movies!
Our guide for teenagers: “Chinchu Will get a Superpower!” is now accessible!
Most investor issues will 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 kids undergo the identical ache? What is that this guide about? As dad and mom, what would it not be if we needed to groom one means in our kids that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Choice Making. So, on this guide, we meet Chinchu, who’s about to show 10. The narrative revolves round what he desires for his birthday and the way his dad and mom plan for it, in addition to educating him a number of key concepts of decision-making and cash administration. What readers say!
Should-read guide even for adults! That is one thing that each mother or father ought to train their youngsters proper from their younger age. The significance of cash administration and choice making primarily based on their desires and wishes. Very properly written in easy phrases. – Arun.
Purchase the guide: Chinchu will get a superpower on your little one!
Learn how to revenue from content material writing: Our new e-book is for these inquisitive about getting a aspect revenue by way of content material writing. It’s accessible at a 50% low cost for Rs. 500 solely!
Do you need to verify if the market is overvalued or undervalued? Use our market valuation instrument (it can work with any index!), or get the Tactical Purchase/Promote timing instrument!
We publish month-to-month mutual fund screeners and momentum, low-volatility inventory screeners.
About freefincal & its content material coverage. Freefincal is a Information Media organisation devoted to offering unique evaluation, studies, opinions and insights on mutual funds, shares, investing, retirement and private finance developments. We achieve this 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 will probably 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 will probably be inferences backed by verifiable, reproducible proof/information. Contact Info: To get in contact, please use our contact type. (Sponsored posts or paid collaborations won’t be entertained.)
Join with us on social media
Our publications
You Can Be Wealthy Too with Objective-Based mostly Investing
Revealed by CNBC TV18, this guide is designed that will help you ask the correct questions and discover the right solutions. Moreover, it comes with 9 on-line calculators, permitting you to create customized options tailor-made to your life-style. Get it now.
Gamechanger: Overlook Startups, Be part of Company & Nonetheless Dwell the Wealthy Life You Need
This guide is designed for younger earners to get their fundamentals proper from the beginning! It can additionally enable you to journey to unique locations at a low value! Get it or present it to a younger earner.
Your Final Information to Journey
That is an in-depth exploration of trip planning, together with discovering reasonably priced flights, finances lodging, and sensible journey ideas. It additionally examines the advantages of travelling slowly, each financially and psychologically, with hyperlinks to related net pages and steering at each step. Get the PDF for Rs 300 (immediate obtain)
