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 ...

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

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

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks.

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 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 ...

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 healthy?” Change is inevitable. In the three years that AI assistants were ...

Here is why it makes little sense to expect any return from a mutual fund SIP. Instead of focussing on a target return, investors should focus on a target corpus with a clear goal in mind because this ...

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks. There are now three different screener files available. (1) Stocks with low ...

I evaluate the performance of my retirement portfolio and my son’s future portfolio each year in a personal finance audit. This is the 12th edition. Published from 2013 onwards, these audits provide a ...