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Cover image for: SIP calculator: how much to invest monthly for your goal
tools8 Aug 20268 min read

SIP calculator: how much to invest monthly for your goal

A SIP calculator works backwards from your goal. Here is the future-value math behind it, the realistic return and inflation assumptions for India, and how to size the monthly SIP for a retirement or education corpus.

Cover image for: Just tell the chat: how FinvestR-Agent keeps track of your FDs, loans, and insurance
tools2 Aug 20267 min read

Just tell the chat: how FinvestR-Agent keeps track of your FDs, loans, and insurance

Your MFs are already in the agent. The FDs, PPF, EPF, home loan, credit card, and term cover are not. The fix is one chat sentence at a time. Here is what the chat understands and what it won't do.

Cover image for: How much term insurance cover do you actually need in India?
tools31 Jul 20267 min read

How much term insurance cover do you actually need in India?

A plain-English framework for sizing term insurance cover in India, the math behind income replacement and liability cover, the three multipliers to ignore, and how to log the policy in your net worth.

Cover image for: How much should your emergency fund be in India?
tools30 Jul 20268 min read

How much should your emergency fund be in India?

How many months of expenses belong in an emergency fund, where to park it (savings account, liquid fund, short-duration debt fund), and why the standard 3-6 months rule is wrong for most Indian households.

Cover image for: XIRR vs CAGR vs Absolute Returns: what your statement hides
tools13 Jul 20269 min read

XIRR vs CAGR vs Absolute Returns: what your statement hides

Why the 14% on your CAS statement is not the return you actually earned, what XIRR and CAGR really measure, and which one to use when you compare your portfolio to the Nifty.