Advisors & tools

When a founder can manage money alone and when a fee-only planner or CA earns their fee, plus the India-first tools worth actually using.

What founders use for advisors & tools, ranked by how many answers lean on it.

  1. A no-nonsense, ad-light India personal-finance site: plain math and free calculators for emergency funds, goals, and asset... Freefincal Tool Freefincal: goal-based planning and calculators M. Pattabiraman In 6 answers
  2. A trusted India-first place to compare funds and think about where cash goes once you have some to invest. Value Research Tool Value Research: fund research and planning Value Research In 6 answers
  3. The free, India-first grounding in what to do with cash once you have it: goals, allocation, SIPs, and not losing it to fees. Zerodha Varsity Course Personal Finance Zerodha Varsity In 5 answers

The questions

DIY vs hiring help 7

When a founder can manage money alone, and when a CA or fee-only planner earns their fee.

Do I need a wealth manager, or can I do this myself? 3 → How do I find a good fee-only financial planner in India? 3 → How much should a fee-only financial planner in India cost, and how do I know it's worth it? 3 → What's the difference between a distributor, an RIA, and my bank relationship manager in India? 3 → Can my CA also handle my investing, or is that a separate job? 3 → All 7 questions in DIY vs hiring help →
Tools and platforms worth knowing 6

The India-first apps and services that make managing money less of a chore.

What tools should I use to track and manage my money in India? 2 → What's the easiest way to file my taxes in India when my income is messy (salary, ESOPs, freelance, gains)? 3 → Which platform should I use to buy mutual funds without paying commission? 2 → How do I see all my investments in one place instead of ten different apps? 2 → Are the free online goal-planning calculators any good, or should I pay for a tool? 2 → All 6 questions in Tools and platforms worth knowing →
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