Personal Finance Management Platform ?

POSTED BY Keyur Jinwala ON April 2, 2015 6:25 pm COMMENTS (10)

Is there any free personal finance management platform? I came across myuniverse.co.in which is a platform provided by Aditya Birla. However, free subscription provides very limited features. For paid account, you get extremely good features. Is there any other platform that provides similar features for free?

10 replies on this article “Personal Finance Management Platform ?”

  1. Rochit says:

    Hi Manish,

    I am investing in the below funds. I have mentioned the goal and my monthly investments. Just wanted to take advise that is the portfolio is need any correction or it is good? Do I close any of this fund ? Can I achive my goals on the basis of below calculation ?

    SIP Goal Monthly SIP In Period of Paying from
    HDFC Top 200 1500000 2000 19 yrs 4.8 Yrs
    HDFC Equity 1500000 2000 19 yrs 4.8 Yrs
    IDFC Premium Equity 7000000 3000 25 yrs 2 yrs
    ICICI Value Discovery 15000000 5000 25 yrs 1 month

    Thanks,
    Rochit

    1. I think this is a good portfolio and you can continue

  2. Anushka Roy says:

    investing in metal money (Gold/Silver) is better instead of invest in paper money!

    1. Thanks for your comment Anushka

  3. Nilesh says:

    I am using personal finance management application “GNUCASH” developed by opensource community.
    They have android version as well.
    Its free.

  4. varun says:

    Hello Jagoinvestor team,
    in what all ways can i save tax ?

    i heard that we can give money to our parents on zero interest and is tax exemption. please confirm on the same.

    Best Regards
    Varun Pathipaka

  5. dilip says:

    Dear Sir,
    I want to invest in financial instrument like Mutual fund, Term plan or starting prepays home loan or personnel loan by adding monthly some amount.
    So please guide me below is my financial details.

    LIC-6550 & 3676 per annum
    Mediclaim-10000 per annum
    Personal accident-1600 per annum
    PPF-6000 per annum
    Home loan-15000 per annum
    Personal loan-10000 per annum
    Mobile EMI-1500 per month
    Above details which i paid premium per annum.
    Now i decide two option
    1-invest in other variant like Mutual fund, sukanya sammrudhi account and term plan
    2- Pay off all loan by investing additional monthly x principal amount in the above said loan.
    So please guide me what i do?

    Thanks in advance.
    Waiting for your favorable reply.
    Regards
    Dilip patel

  6. piyupanch says:

    i want to invest Rs. 400000. kindly advise where. is uti dual advantage fixed terem fund series 1-5 a good option. or FD is better. or sriram transport or mahindra fd

  7. Hemanth says:

    perfios.com…. they have paid, free packages also…. free package will suffice most of the needs.

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