Monday, September 26, 2022
HomeMutual FundCreate an entire monetary plan!

Create an entire monetary plan!

The freefincal robo advisory software 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 schooling) and recurring monetary objectives (holidays, home equipment and so on.).

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

Greater than 1000 traders and monetary advisors are utilizing the software. The software was lately featured within the Financial Occasions: 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 industrial use as nicely. Customers will get all future updates as nicely.  

Presentation: The software is on the market

  • as an Excel file with macros. It can work on Mac Excel and Home windows Excel.
  • on Google Sheets with scripts (a substitute for Excel macros)

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

Screenshot of the Robo Advisory Tool Google Sheets Edition
Screenshot of the Robo Advisory Instrument 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 should 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 subsequent sheet.

Step 2 Retirement Inputs

You’ll be able to enter particulars related to creating your retirement plan right here

You’ll be able to embody 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 ideas.

In case you are retired, you’ll be able to get hold of an opinion in regards to the well being of your retirement corpus.

and an in depth retirement bucket funding technique in case the corpus is nice sufficient.

You’ll be able to play this simulation recreation to know how the bucket technique works: The Retirement Bucket Technique Simulator

Step 4 A: Non-recurring Objectives

You will get an entire funding technique for one-time objectives like your youngsters’s schooling, a enterprise and so on.

Step 4 B: Recurring Objectives

You may also plan for recurring objectives like a vacation each different 12 months, or a brand new automotive or iPhone each few years.

Step 5: Prompt Product Classes + “PlumbLine”

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

Step 6A: Unbiased portfolio vs Unified portfolio

The money movement for 2 totally different portfolio fashions is on the market. You’ll be able to see the video for extra particulars.

It is a screenshot of step 6A.

Step 6B: Money Circulate

Unbiased portfolio

Unified portfolio

Video Information

Easy methods to use the Robo Advisory Instrument to examine if you’re able to retire

Get the Robo Advisory Instrument

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

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

Excel Version (with macros): It can work on Mac Excel and Home windows Excel.

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

Outdoors 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 software  was examined and enhanced by a group of mates 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 comply with 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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