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

Hello friends! This is Avadhoot Joshi. I took my first Personal Finance Audit for the year 2020. After that, I review my ...

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 ...

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

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 ...

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.

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.

A subscriber to our YouTube channel asks, “Assuming we retire at the age of 60 and live up to 85 years. I have been investing in the NIFTY 50 Index since age 30. Can I not hold NIFTY 50 even in ...

The Pension Fund Regulatory and Development Authority (PFRDA) has recently announced a Multiple Scheme Framework in the National Pension Scheme for all non-government subscribers. In this article, we ...