8 Best Kubera Alternatives (2026): Free & Cheaper Options
Looking for a Kubera alternative? Compare 8 free and cheaper net worth trackers for 2026, with honest pros and cons, pricing, and who each one suits best.
Category: Portfolio Management
Explore 17 expert articles about portfolio management, featuring insights from seasoned wealth management professionals. Learn about portfolio optimization, investment strategies, and financial planning.
7 Best MProfit Alternatives in India (2026) - Free & Paid
Looking for an MProfit alternative in India? Compare the top 7 portfolio trackers for stocks, mutual funds, FDs, crypto & capital gains without the ₹18,000/yr fee.
How to Track Separately Managed Accounts (SMAs) Alongside Your 401(k), ETFs & Stocks
A comprehensive guide for HNW investors on tracking Separately Managed Accounts (SMAs). Covers direct indexing, tax-loss harvesting wash sale risks, TWRR vs XIRR, and multi-asset consolidation.
How to Consolidate & Track PMS (Portfolio Management Services) Performance in India
A complete HNWI guide to consolidating and tracking Portfolio Management Services (PMS) in India. Covers SEBI guidelines, TWRR vs XIRR returns, tax impact, and multi-asset tracking.
Best Multi-Asset Portfolio Management Tools 2026
A short, opinionated 2026 buyer's guide to the best multi-asset portfolio management tools for cross-border investors, HNIs, and FIRE households. Compares Agni Folio, Kubera, Empower, and spreadsheets across the five capabilities that actually matter in 2026.
Portfolio Tracker Comparison 2026: Best Apps
An honest, detailed comparison of six popular portfolio trackers in India for 2026: Agni Folio, INDmoney, Kuvera, MProfit, Value Research, and Groww. Feature tables, use-case recommendations, and a clear verdict.
Track All Investments in One Place: 2026 Guide
Your investments are scattered across Zerodha, Kuvera, Binance, bank FDs, and paper insurance policies. Learn how to consolidate everything into one place for accurate returns, better tax planning, and family financial security.
Best Free Portfolio Tracker for India 2026
A comprehensive comparison of the best free portfolio trackers for Indian investors in 2026, covering multi-asset tracking for NSE/BSE stocks, mutual fund SIPs, FDs, real estate, crypto, and insurance with XIRR calculations and NRI multi-currency support.
The Wealth Manager's Guide to Portfolio Tracking: 15 Years of Hard-Won Lessons
Real-world insights from managing $2.8B+ in client portfolios: the tracking systems and metrics that separate amateur from professional wealth management.
Beyond 60/40: Modern Asset Allocation for a Multi-Polar World
Why traditional 60/40 portfolios failed in 2022 and how to build modern, globally-diversified allocations that work in today's multi-polar world.
From Zero to Portfolio: A Wealth Manager's Step-by-Step Guide for New Investors
Build your first investment portfolio with confidence. A wealth manager's step-by-step guide covering asset allocation, low-cost index funds, tax-smart account selection, and avoiding common beginner mistakes.
Advanced Rebalancing: How I Generated 0.8-1.4% Annual Alpha Through Systematic Optimization
Advanced rebalancing techniques that generate 0.8-1.4% annual alpha through systematic volatility harvesting and tax optimization.