E-book: DIY Personal Money Management

Published: August 2, 2015 at 9:06 am

Last Updated on

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

Hate ads but would like to support the site? Subscribe to our ad-free newsletter and get beautifully formatted full articles delivered to your inbox!

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

Do share if you found this useful
Hate ads but would like to support the site? Subscribe to our ad-free newsletter and get beautifully formatted full articles delivered to your inbox!

About the Author

M Pattabiraman author of freefincal.comM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Linkedin
Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management.  He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice.
He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, TamilNadu Investors Association etc. For speaking engagements write to pattu [at] freefincal [dot] com

About freefincal & Content Policy

Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. We operate in a non-profit manner. All revenue is used only for expenses and for the future growth of the site.
Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any kind of paid articles, promotions or PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)

Connect with us on social media

Our Publications


You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingMy first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now.  It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You WantGamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantMy second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! 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)  

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)

Comment Policy

Your thoughts are the driving force behind our work. We welcome criticism and differing opinions.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.

18 Comments

  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.

Leave a Reply

Your email address will not be published. Required fields are marked *