Friday, September 23, 2022
HomeMutual FundCreate a whole monetary plan!

Create a whole monetary plan!

The freefincal robo advisory device is now obtainable on Google Sheets. You should use it 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 many others.).

The device would assist anybody from ages 18 to 80 plan their retirement with an in depth money circulation abstract, six different non-recurring monetary objectives, and 4 different recurring monetary objectives.

Greater than 1000 traders 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 by way of his calculators.

All inputs are totally customisable. It may be used for business use as nicely. Customers will get all future updates as nicely.  

Presentation: The device is on the market

  • as an Excel file with macros. It’s going to work on Mac Excel and Home windows Excel.
  • on Google Sheets with scripts (a alternative for Excel macros)

It is a screenshot of the Google Sheets editions. The screenshots and video guides under for the Excel version additionally apply to the Google Sheets Version.

Screenshot of the Robo Advisory Device Google Sheets Version


There are 9 Sheets with the next steps. An in depth video information is on the market.

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.Robo advisory software free download

Step 1: Age of the person

A easy answer is offered for ages 18 to 25 with out additional enter. Older customers shall be requested if they’re married or not and directed to the following sheet.

Step 2 Retirement Inputs

You possibly can enter particulars related to creating your retirement plan right here

You possibly can embrace 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 solutions.

In case you are retired, you possibly can get hold of 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 possibly can play this simulation sport to grasp how the bucket technique works: The Retirement Bucket Technique Simulator

Step 4 A: Non-recurring Objectives

You will get a whole funding technique for one-time objectives like your kids’s training, a enterprise and many others.

Step 4 B: Recurring Objectives

You can too plan for recurring objectives like a vacation each different yr, or a brand new automotive or iPhone each few years.

Step 5: Urged Product Classes + “PlumbLine”

Funding solutions for monetary objectives are listed right here. As well as, PlumbLine gives a set of mutual funds to speculate.

Step 6A: Impartial portfolio vs Unified portfolio

The money circulation for 2 completely different portfolio fashions is on the market. You possibly can see the video for extra particulars.

It is a screenshot of step 6A.

Step 6B: Money Circulate

Impartial portfolio

Unified portfolio

Video Information

Tips on how to use the Robo Advisory Device to verify in case you are able to retire

Get the Robo Advisory Device

All inputs are totally customisable. It may be used for business functions as nicely. As of Might 2022, 1000+ traders and monetary advisors are utilizing the device. Customers will get all future updates as nicely.

Google Sheets Version (with scripts): Get the robo device by paying Rs. 5160 (Google Sheets version; Immediate Obtain. No refunds allowed). One-time buy.

Excel Version (with macros): It’s going to work on Mac Excel and Home windows Excel.

Get the robo device by paying Rs. 5160 (Excel version; Immediate Obtain. No refunds allowed). For help, write to freefincal [AT] Gmail [DOT] com. Please obtain the file and open it through Excel. One-time buy.

Exterior India? Then use this Paypal hyperlink to pay USD 80 (Kindly write to freefincal [AT] Gmail [DOT] com after you pay).

Beta Testing Group: The robo device  was examined and enhanced by a crew of associates 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 attainable.

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