Wednesday, September 28, 2022
HomeFinanceCreate an entire monetary plan!

Create an entire monetary plan!

The freefincal robo advisory device is now accessible on Google Sheets. You should utilize it to plan from begin to end for retirement (early, regular, earlier than and after), non-recurring monetary targets (little one schooling) and recurring monetary targets (holidays, home equipment and so on.).

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

Greater than 1000 buyers and monetary advisors are utilizing the device. The device was lately featured within the Financial Instances: 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 business use as nicely. Customers will get all future updates as nicely.  

Presentation: The device is obtainable

  • as an Excel file with macros. It is going to work on Mac Excel and Home windows Excel.
  • on Google Sheets with scripts (a alternative for Excel macros)

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

Screenshot of the Robo Advisory Software Google Sheets Version


There are 9 Sheets with the next steps. An in depth video information is obtainable.

Video Information

Click on to play

Robo Advisory Software program: Learn me First

That is the end-user license settlement. The consumer must conform to this upon first use.Robo advisory software free download

Step 1: Age of the consumer

A easy answer is supplied for ages 18 to 25 with out additional enter. Older customers can be requested if they’re married or not and directed to the following sheet.

Step 2 Retirement Inputs

You possibly can enter particulars related to creating your retirement plan right here

You possibly can embrace as much as three post-retirement revenue 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 solutions.

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 possibly can 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 targets like your kids’s schooling, a enterprise and so on.

Step 4 B: Recurring Objectives

You may as well plan for recurring targets like a vacation each different yr, or a brand new automobile or iPhone each few years.

Step 5: Steered Product Classes + “PlumbLine”

Funding solutions for monetary targets are listed right here. As well as, PlumbLine affords a set of mutual funds to take a position.

Step 6A: Impartial portfolio vs Unified portfolio

The money movement for 2 totally different portfolio fashions is obtainable. You possibly can see the video for extra particulars.

It is a screenshot of step 6A.

Step 6B: Money Circulate

Impartial portfolio

Unified portfolio

Video Information

The right way to use the Robo Advisory Software to examine in case you are able to retire

Get the Robo Advisory Software

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

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

Excel Version (with macros): It is going to work on Mac Excel and Home windows Excel.

Get the robo device by paying Rs. 5160 (Excel version; Prompt Obtain. No refunds allowed). For help, write to freefincal [AT] Gmail [DOT] com. Please obtain the file and open it by way of 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 Workforce: The robo device  was examined and enhanced by a staff of buddies 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 doable.

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