Many readers often ask, Is 35 too late for proper retirement planning? Assuming retirement is 55, there is a good chance of ...

In India, buying a traditional life insurance policy is almost a family tradition. It is often the first thing people buy when they start a job. But ...

This ETF screener is based on tracking errors and differences (ETF return minus index return). It will help users evaluate how efficiently an ETF has ...

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 ...

The latest Equity Mutual Fund Performance Screener is now available. Use it to screen for equity mutual funds that ...

Rolling return charts have recently become popular among DIY investors and advisors for mutual fund analysis. However, few ...

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

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 ...

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks.

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 ...

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

Use this simple spreadsheet to review and audit your goal-based investment portfolios. Over the years, we recognised the need for a tool beyond financial planning and portfolio value/return tracking.