E-book: DIY Personal Money Management

Here is an e-book based on a (nearly) unabridged collection of 20 posts written earlier.  I have not bothered to connect the chapters. I hope that will not spoil your experience too much. Perhaps only a reader who is used to my style and intent might find this collection useful.

This is an experiment. Please let me know if it is a good idea to compile past posts as an e-book.

The following posts are part of the compilation

Cover

 

Personal Finance Self Evaluation Checklist

How to fortify your financial castle

How to Buy a Term Life Insurance Policy

How to Buy a Health Insurance Policy

Say NO to Packaged Financial Products

Retirement Planning – A Slide Show

Understanding How Retirement Calculators Work

Generating an inflation-protected income with a lump sum

How to invest for long-term goals – part 1

How to invest for long-term goals – part 2

How to select mutual fund categories suitable for your financial goals?

How to select an equity mutual fund -preamble

How to select an equity mutual fund – Creating a shortlist

How to select an equity mutual fund – Making a Choice!

How to Select Debt Mutual Funds Suitable For Your Financial Goals?

How to Conduct a Personal Financial Audit

How to review your mutual fund portfolio?

Review Your Retirement Portfolio in Seven Easy Steps

Asset allocation for long-term goals

~-~-~-~-~

Download the E-book on DIY Personal Money Management

If you find it useful, consider making a monetary contribution to support freefincal activities using the ‘Contribute now’ button found just below

Want to conduct a sales-free "basics of money management" session in your office?
I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. You need to only cover my travel fare for the session.

Connect with us on social media


Do check out my books


You Can Be Rich Too with Goal-Based InvestingYou can be rich 243x300 - E-book: DIY Personal Money Management

My first book is now available at a 35% discount for Rs. 258. It comes with nine online calculators. Get it now.  The Kindle edition is only Rs. 199.

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

Cover pink - E-book: DIY Personal Money Management My second book is now only Rs 199 (Kindle Rs. 99) Get it or gift it to a young earner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step.  Get the pdf for ₹199 (instant download)

Create a "from start to finish" financial plan with this free robo advisory software template


Free Apps for your Android Phone

All calculators from our book, “You can be Rich Too” are now available on Google Play!
Install Financial Freedom App! (Google Play Store)
Install Freefincal Retirement Planner App! (Google Play Store)
Find out if you have enough to say "FU" to your employer (Google Play Store)

About Freefincal

Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.

Blog Comment Policy

Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.

19 thoughts on “E-book: DIY Personal Money Management

  1. sir, thank you very much. very useful and handy. !

    can you compile income tax pf ppf nps home loan related posts also ?

  2. Hi Pattu

    Compiling an ebook is always a good idea. Readers will get a comprehensive sequence of chapters to be read and follow step by step. Infact I am doing it for my self by downloading relevant pdf files from this blog, printing it, punching in a file sequentially and referring it as and when required.

    Thanks!

  3. Thanks Pattu!! This compilation actually flows through very nicely. Wish folks give sometime to go through it 🙂
    On side note, given all the illustrations in the MF section, the VR guys should be promoting it!!

  4. Thanks Pattu!! This compilation actually flows through very nicely. Wish folks give sometime to go through it 🙂
    On side note, given all the illustrations in the MF section, the VR guys should be promoting it!!

  5. Thanks Pattu, It is really good to have it in single pdf. Very convenient. I also think something like a Tab named ‘Archives’ and list all the articles Monthwise. Similiar to what is done at zenhabits.net and stevepavlina.com/blog

  6. Thanks Pattu, It is really good to have it in single pdf. Very convenient. I also think something like a Tab named ‘Archives’ and list all the articles Monthwise. Similiar to what is done at zenhabits.net and stevepavlina.com/blog

  7. Pattu-Sir, Thanks for fulfilling my long standing wish to have an e-book of your articles. This is exactly what I had been hoping for long. I have already downloaded the same and sent it for print out at my office press to be circulated amongst my colleagues. I have been asking them to read this article for their own good. I also plan to show this to my father in law and sister in law and somehow I fail to understand why they are so averse to financial planning being from chennai (my general conception with poeple based out of chennai is they are good in financial planning after noticing that almost ALL fund houses will have their annual investor meet at Chennai). Hopefully your book will change their mindset

  8. Pattu-Sir, Thanks for fulfilling my long standing wish to have an e-book of your articles. This is exactly what I had been hoping for long. I have already downloaded the same and sent it for print out at my office press to be circulated amongst my colleagues. I have been asking them to read this article for their own good. I also plan to show this to my father in law and sister in law and somehow I fail to understand why they are so averse to financial planning being from chennai (my general conception with poeple based out of chennai is they are good in financial planning after noticing that almost ALL fund houses will have their annual investor meet at Chennai). Hopefully your book will change their mindset

  9. Dear Mr.Pattu, I started reading the articles in your blog recently and have really enjoyed it. Thank you for doing a wonderful job and for publishing the e-book.

  10. Dear Mr.Pattu, I started reading the articles in your blog recently and have really enjoyed it. Thank you for doing a wonderful job and for publishing the e-book.

  11. Hi,

    I really love to read you post and want to pay you also. If you can advice me and help in choosing the right assert allocation. Please let me know about your fee.

Your feedback is valuable. Do let us know what you think about the article and help us improve