Final Up to date on January 25, 2025 at 10:02 am
This can be a compilation of ceaselessly requested questions in regards to the freefincal robo advisor software. It lets you plan from begin to end for retirement (early, regular, earlier than and after), non-recurring monetary targets (youngster training) and recurring monetary targets (holidays, home equipment, and so forth.).
The software 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 stream abstract.
Greater than 2500 buyers and monetary advisors are utilizing the software. The software was featured within the Financial Occasions: Meet Pattabiraman, the person who helps many plan a greater retirement by way of his calculators.
Fundamental information: The robo software is a one-time buy and acess it eternally! All future updates shall be despatched to you as and when accessible!
1. Can I exploit the software on Mac OS? Sure. There are two choices. You probably have Mac Excel put in, you should utilize the Excel version of the robo software. If not, you should utilize the Google Sheets model.
2. Will it work on Mac Numbers? No. It has macros, they usually gained’t work on Mac Numbers.
3. What’s the distinction between the Excel and Google Sheet Editions? They’re equivalent in performance. So you should utilize both version. The one distinction is the Google Sheet version runs scripts a contact slower than Excel as it’s accomplished on the cloud and never regionally in your system.
4. Can I alter all inputs? Sure. You may customise all inputs.
5. Can I exploit the software to create monetary plans for my shoppers? Sure, you may.
6. Can I take a look at the Excel Macros or Google Sheet Scripts? The Excel Macros are password-protected to stop unintended modifications. The passwords can be found on request. There are various macro password elimination providers on-line. You need to use these as properly! The Google Sheet Scripts should 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 supply? The product web page has a video walkthrough of the sheet. It’s self-explanatory and simple to make use of; virtually all our customers by no means want assist. We’ll reply any particular questions or doubts in regards to the sheet. We’ll not take a look at your inputs and supply funding recommendation
10. How do I contact you? letters[AT] freefincal [dot] com
11. Can I embody my pension and hire whereas planning for retirement? Sure, three revenue streams after retirement might 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 think about a rise within the revenue supply? Sure you may. You too can outline for what number of years you’re going to get the revenue.
14. I’ve monetary targets that happen after retirement. Can the robo software deal with this? Sure, it could actually.
15. I’m already retired. Is the robo software helpful for me? If most of your investments are pension or revenue sources, it won’t be helpful. You probably have a corpus partly in fairness and partly in fastened revenue (in any combine), you should utilize the software to search out out the optimum bucket technique for you.
16. Can I alter the automated asset allocation suggestion supplied by the software? Sure you may!
17. Can I check the software earlier than shopping for? Sorry, no.
18. I’m scholar or a younger skilled. I can not afford the software. Are you able to please give me a reduction or give me the software without cost? Sorry, no. At that stage in life, you don’t want the software anyway. Preserve issues easy and don’t purchase sophisticated merchandise.
19. Will the software 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 Checklist of Mutual Funds (PlumbLine).
20. Can I monitor my portfolio with the software? No. This can be a planning software. For monitoring, you should utilize our Google Sheets MF and Shares Tracker.
21. Can I evaluate my portfolio annually with the software? Sure, you may. See: How one can use the freefincal robo advisory software to trace the progress of our monetary targets. You too can use our devoted portfolio audit software.
22. I’ve misplaced the file I bought a number of years in the past, do I’ve to pay once more? No! Ship us an e mail (from the e-mail used within the buy) and after verification we’ll ship you the file.
23. I’ve not acquired any updates. Will I get the most recent model if I contact you? Sure!
Get the robo software by paying Rs. 5625 (Google Sheets version; On the spot Obtain. No refunds allowed). Use the low cost code: robo25
Use this hyperlink to get the software to get the Robo Advisory Template Excel Sheets Version at a 20% low cost for Rs. 4500 solely (the common value is Rs. 5625). Use the low cost code: robo25 (it will work on Mac and Home windows Excel)
Exterior India? Then use this Paypal hyperlink to pay USD 80 (Kindly write to freefincal [AT] Gmail [DOT] com after you pay).
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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 might be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for youths. He has additionally written seven different free e-books on varied cash administration matters. He’s a patron and co-founder of “Charge-only India,” an organisation selling unbiased, commission-free funding recommendation.
Our flagship course! Be taught to handle your portfolio like a professional to attain your targets no matter market situations! ⇐ Greater than 3,000 buyers and advisors are a part of our unique group! Get readability on tips on how to plan in your targets and obtain the mandatory corpus irrespective of the market situation is!! Watch the primary lecture without cost! One-time cost! No recurring charges! Life-long entry to movies! Scale back concern, uncertainty and doubt whereas investing! Learn to plan in your targets earlier than and after retirement with confidence.
Our new course! Improve your revenue by getting folks to pay in your expertise! ⇐ Greater than 700 salaried workers, entrepreneurs and monetary advisors are a part of our unique group! Learn to get folks to pay in your expertise! Whether or not you’re a skilled or small enterprise proprietor who desires extra shoppers through on-line visibility or a salaried individual wanting a facet revenue or passive revenue, we’ll present you tips on how to obtain this by showcasing your expertise and constructing a group that trusts and pays you! (watch 1st lecture without cost). One-time cost! No recurring charges! Life-long entry to movies!
Our new ebook for youths: “Chinchu Will get a Superpower!” is now accessible!
Most investor issues might be traced to an absence of knowledgeable decision-making. We made unhealthy choices and cash errors after we began incomes and spent years undoing these errors. Why ought to our kids undergo the identical ache? What is that this ebook about? As dad and mom, what would it not be if we needed to groom one capacity in our kids that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Choice Making. So, on this ebook, we meet Chinchu, who’s about to show 10. What he desires 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 ebook even for adults! That is one thing that each mum or dad ought to educate their youngsters proper from their younger age. The significance of cash administration and determination making based mostly on their desires 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, reviews, critiques and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that with out battle of curiosity and bias. Observe us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles based mostly solely on factual data and detailed evaluation by its authors. All statements made shall be verified with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out information. All opinions shall be inferences backed by verifiable, reproducible proof/information. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)
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