This can be a compilation of regularly requested questions concerning the freefincal robo advisor device. It permits you to plan from begin to end for retirement (early, regular, earlier than and after), non-recurring monetary targets (baby schooling) and recurring monetary targets (holidays, home equipment, and many others.).
The device would assist anybody aged 18 to 80 plan for his or her retirement, six different non-recurring monetary targets, and 4 different recurring monetary targets with an in depth money circulation abstract.
Greater than 2500 traders and monetary advisors are utilizing the device. The device was featured within the Financial Instances: Meet Pattabiraman, the man who helps many plan a better retirement through his calculators.
1. Can I take advantage of the device on Mac OS? Sure. There are two choices. When you have Mac Excel put in, you should use the Excel version of the robo device. If not, you should use the Google Sheets model.
2. Will it work on Mac Numbers? No. It has macros, and so they gained’t work on Mac Numbers.
3. What’s the distinction between the Excel and Google Sheet Editions? They’re similar in performance. So you should use both version. The one distinction is the Google Sheet version runs scripts a contact slower than Excel as it’s carried out on the cloud and never regionally in your system.
4. Can I alter all inputs? Sure. You may customise all inputs.
5. Can I take advantage of the device to create monetary plans for my shoppers? Sure, you may.
6. Can I have a look at the Excel Macros or Google Sheet Scripts? The Excel Macros are password-protected to stop unintentional adjustments. The passwords can be found on request. There are lots of macro password elimination providers on-line. You need to use these as nicely! The Google Sheet Scripts usually are not password protected.
7. Will I get the Excel version if I pay for the Google Sheets version or vice versa? No. You solely get the version you paid for.
8. Are all future updates free? Sure!
9. What sort of assist do you provide? The product web page has a video walkthrough of the sheet. It’s self-explanatory and simple to make use of; nearly all our customers by no means want assist. We’ll reply any particular questions or doubts concerning the sheet. We’ll not have a look at your inputs and provide funding recommendation
10. How do I contact you? letters[AT] freefincal [dot] com
11. Can I embody my pension and lease whereas planning for retirement? Sure, three revenue streams after retirement will be included.
12. Can I embody dividends as an revenue supply? Sure, you may. Be conservative, although, as it’s not a assured revenue supply.
13. Can I consider a rise within the revenue? Sure you may. You too can outline for what number of years you’ll get the revenue.
14. I’ve monetary targets that happen after the deadline. Can the robo device deal with this? Sure, it may.
15. I’m already retired. Is the robo device helpful for me? If most of your investments are pension or revenue sources, it won’t be helpful. When you have a corpus partly in fairness and partly in fastened revenue (in any combine), you should use the device to seek out out the optimum bucket technique for you.
16. Can I alter the automated asset allocation advice supplied by the device? Sure you may!
17. Can I take a look at the device earlier than shopping for? Sorry, no.
18. I’m scholar or a younger skilled. I can’t afford the device. Are you able to please give me a reduction or give me the device at no cost? Sorry, no. At that stage in life, you don’t want the device anyway. Preserve issues easy and don’t purchase sophisticated merchandise.
19. Will the device inform me the place I ought to make investments? It’s going to suggest asset allocation and product classes. Product (particularly MF) suggestions are right here: Handpicked List of Mutual Funds (PlumbLine).
20. Can I monitor my portfolio with the device? No. This can be a planning device. For monitoring, you should use our Google Sheets MF and Stocks Tracker.
21. Can I assessment my portfolio every year with the device? Sure, you may. See: How to use the freefincal robo advisory tool to track the progress of our financial goals. You too can use our dedicated portfolio audit tool.
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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 Know-how, Madras. He has over ten years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him through Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY traders. (2) Gamechanger for younger earners. (3) Chinchu Gets a Superpower! for teenagers. He has additionally written seven different free e-books on varied cash administration subjects. He’s a patron and co-founder of “Fee-only India,” an organisation selling unbiased, commission-free funding recommendation.
Our flagship course! Learn to manage your portfolio like a pro to achieve your goals regardless of market conditions! ⇐ Greater than 3,000 traders and advisors are a part of our unique group! Get readability on find out how to plan to your targets and obtain the mandatory corpus irrespective of the market situation is!! Watch the primary lecture at no cost! One-time fee! No recurring charges! Life-long entry to movies! Cut back concern, uncertainty and doubt whereas investing! Discover ways to plan to your targets earlier than and after retirement with confidence.
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Our new book for kids: “Chinchu Gets a Superpower!” is now available!
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 youngsters undergo the identical ache? What is that this e-book about? As dad and mom, what wouldn’t it be if we needed to groom one capacity in our youngsters that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Determination Making. So, on this e-book, we meet Chinchu, who’s about to show 10. What he needs 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, is the narrative. What readers say!
Should-read e-book even for adults! That is one thing that each dad or mum ought to train their youngsters proper from their younger age. The significance of cash administration and determination making based mostly on their needs and wishes. Very properly written in easy phrases. – Arun.
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About freefincal & its content material coverage. Freefincal is a Information Media Group devoted to offering unique evaluation, experiences, evaluations and insights on mutual funds, shares, investing, retirement and private finance developments. We achieve this with out battle of curiosity and bias. Comply with us on Google News. Freefincal serves greater than three million readers a yr (5 million web page views) with articles based mostly solely on factual info and detailed evaluation by its authors. All statements made will likely be verified with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out knowledge. All opinions will likely be inferences backed by verifiable, reproducible proof/knowledge. Contact info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)
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