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 ...

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

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

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

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

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

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 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 ...

Many investors cannot stop themselves from buying mutual fund NFOs and clutter up their portfolios. This guide may help you think rationally and focus on the right priorities. 9.99 out of 10 mutual ...

We discuss the role of income laddering (annuity laddering) in retirement planning and how to implement it. There are two extreme options in retirement planning: one where the corpus is managed in a ...

Parag Parikh Financial Advisory Services has filed an NFO document for Parag Parikh Large Cap Fund with SEBI. I was initially reluctant to opine on it, but since we received several requests, I ...

A reader asks, “Can I invest a lump sum in equity MFs to increase my equity allocation from 45% to 65%?” A 65% equity exposure is not that high, but what matters is, do you have a strategy to reduce ...