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

You check your bank account. The number is healthy. You have a steady job. You have savings. By all logical metrics, you are ...

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 ...

We discuss the most crucial steps in defining and planning for a financial goal. Only after the goal is defined should one consider products for investments. Sadly, most investors have a product-first ...

I evaluate the performance of my retirement portfolio and my son’s future portfolio each year in a personal finance audit. This is the 11th edition. Published from 2013 onwards, these audits provide a ...

Are you a salaried individual looking to create a passive income stream? Are you a professional looking to get clients regularly? We can show you how to do this by building a winning website and a ...

This article discusses how to distribute a retirement corpus into different segments, aka buckets, to generate inflation-protected income. This stems from a YouTube comment from Anil Rai. “Dear Dr ...

A reader asks, “How to perform a portfolio audit? What are the steps? What should be the frequency? How to achieve it without impacting your core day-to-day job/business? Ideally, how many goal-based ...

Goal-based portfolio management is an online course to reduce fear, uncertainty and doubt while investing for a financial goal. 3000+ members of our community have already signed up for the course!

In this edition of the reader story, 37-year-old Siva shares his financial journey from scratch in 2014 to a net worth of 18 times annual expenses. About this series: I am grateful to readers for ...