Final Up to date on January 25, 2025 at 10:02 am
This can be a compilation of often requested questions in regards to the freefincal robo advisor software. It permits you to 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 his calculators.
Fundamental data: The robo software is a one-time buy and acess it perpetually! All future updates can be despatched to you as and when obtainable!
1. Can I exploit the software on Mac OS? Sure. There are two choices. When you have Mac Excel put in, you should use the Excel version of the robo software. If not, you should use the Google Sheets model.
2. Will it work on Mac Numbers? No. It has macros, they usually gainedโt work on Mac Numbers.
3. Whatโs the distinction between the Excel and Google Sheet Editions? Theyโre 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 itโs performed on the cloud and never regionally in your system.
4. Can I modify all inputs? Sure. You may customise all inputs.
5. Can I exploit the software to create monetary plans for my purchasers? 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 modifications. The passwords can be found on request. There are various macro password removing providers on-line. You need to use these as effectively! 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 help do you provide? The product web page has a video walkthrough of the sheet. Itโs self-explanatory and simple to make use of; virtually all our customers by no means want help. We are going to reply any particular questions or doubts in regards to the sheet. We are going to 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 embrace my pension and hire whereas planning for retirement? Sure, three revenue streams after retirement may be included.
12. Can I embrace dividends as an revenue supply? Sure, you may. Be conservative, although, as itโs not a assured revenue supply.
13. Can I think about a rise within the revenue supply? Sure you may. Itโs also possible to outline for what number of years youโre going to get the revenue.
14. Iโve monetary targets that happen after retirement. Can the robo software deal with this? Sure, it will possibly.
15. Iโm already retired. Is the robo software helpful for me? If most of your investments are pension or revenue sources, it is not going to be helpful. When you have a corpus partly in fairness and partly in mounted revenue (in any combine), you should use the software to search out out the optimum bucket technique for you.
16. Can I modify the automated asset allocation advice supplied by the software? Sure you may!
17. Can I take a look at the software earlier than shopping for? Sorry, no.
18. Iโm pupil 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 donโt want the software anyway. Hold issues easy and donโt purchase sophisticated merchandise.
19. Will the software inform me the place I ought to make investments? It should suggest asset allocation and product classes. Product (specifically MF) suggestions are right here: Handpicked Listing of Mutual Funds (PlumbLine).
20. Can I observe my portfolio with the software? No. This can be a planning software. For monitoring, you should use our Google Sheets MF and Shares Tracker.
21. Can I assessment my portfolio every year with the software? Sure, you may. See: Methods to use the freefincal robo advisory software to trace the progress of our monetary targets. Itโs also possible to use our devoted portfolio audit software.
22. Iโve misplaced the file I bought just a few years in the past, do Iโve to pay once more? No! Ship us an electronic mail (from the e-mail used within the buy) and after verification weโll ship you the file.
23. Iโve not obtained 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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About The Creator
Dr M. Pattabiraman(PhD) is the founder, managing editor and first creator of freefincal. Heโs an affiliate professor on the Indian Institute of Expertise, Madras. He has over ten years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him by way of Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You may be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on numerous cash administration subjects. Heโs a patron and co-founder of โCharge-only India,โ an organisation selling unbiased, commission-free funding recommendation.
Our flagship course! Be taught to handle your portfolio like a professional to realize your targets no matter market circumstances! โ Greater than 3,000 buyers and advisors are a part of our unique neighborhood! Get readability on how you can plan on your targets and obtain the required corpus regardless of the market situation is!! Watch the primary lecture without cost! One-time cost! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Discover ways to plan on your targets earlier than and after retirement with confidence.
Our new course! Enhance your revenue by getting folks to pay on your expertise! โ Greater than 700 salaried workers, entrepreneurs and monetary advisors are a part of our unique neighborhood! Discover ways to get folks to pay on your expertise! Whether or not youโre a skilled or small enterprise proprietor who desires extra purchasers by way of on-line visibility or a salaried individual wanting a aspect revenue or passive revenue, weโll present you how you can obtain this by showcasing your expertise and constructing a neighborhood that trusts and pays you! (watch 1st lecture without cost). One-time cost! No recurring charges! Life-long entry to movies!
Our new e book for teenagers: โChinchu Will get a Superpower!โ is now obtainable!
Most investor issues may 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 e book about? As mother and father, what would it not be if we needed to groom one means in our kids thatโs key not solely to cash administration and investing however to any facet of life? My reply: Sound Choice Making. So, on this e book, we meet Chinchu, whoโs about to show 10. What he desires for his birthday and the way his mother and father plan for it, in addition to instructing 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 father or mother ought to educate their children proper from their younger age. The significance of cash administration and resolution making based mostly on their desires and wishes. Very properly written in easy phrases. โ Arun.
Purchase the e book: Chinchu will get a superpower on your youngster!
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About freefincal & its content material coverage. Freefincal is a Information Media Group devoted to offering unique evaluation, stories, evaluations 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 yr (5 million web page views) with articles based mostly solely on factual data and detailed evaluation by its authors. All statements made can be verified with credible and educated sources earlier than publication. Freefincal doesnโt publish paid articles, promotions, PR, satire or opinions with out information. All opinions can be inferences backed by verifiable, reproducible proof/information. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)
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