Skip to content

freefincal

Menu
  • Start Here
  • About
  • Robo Advisor
  • Portfolio Tracker
  • Join our investor circle!
  • Search
  • Learn how to manage your portfolio
  • Build Income Streams!
  • Screeners
    • Equity MF screener
    • Debt and Hybrid MF Screeners
    • Stock Screener
    • Index Fund Screener
    • NPS Screener
    • ETF Screener
  • Tools
    • Portfolio Review Tool
    • Tactical Buy/Sell
    • Nifty PE Tool
    • Mutual Portfolio Comparison

Only 6 Midcap Mutual Funds beat Nifty Midcap 150 in the last 5 years

Published on January 30, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 3 Comments

A look at how midcap funds performed in comparison to this index in the last 1,2,3,4 and 5 years. Is it time to consider passive investing options in the midcap space?

Continue reading →

Why is it so hard to find a fiduciary financial advisor?

Published on January 29, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 2 Comments

27-year old Deepsh asks why is it so hard to find a financial advisor who is a fiduciary financial advisor! His email form this edition of reader story

Continue reading →

Why SEBI needs to encourage Individual Fee-only Planners

Published on January 28, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

The latest IA guidelines from SEBI would adversely affect Individual, Fee-only Planners. SEBI Registered investment adviser explains why this is so and how a fee-only model is superior to an asset-based model.

Continue reading →

Vodafone Idea Bond Downgrade: What should debt fund investors do?

Published on January 27, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 4 Comments

A discussion on what affected investors should do after the Vodafone Idea bond downgrade. Affected mutual funds have started side-pocketing their exposure.

Continue reading →

What is a ‘side-pocket’ in mutual funds? How does it work?

Published on January 26, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 7 Comments

A simple explanation of what is a ‘side-pocket’ in mutual funds, when it is created, how is it useful to investors. An easy-to-understand FAQ

Continue reading →

Why SEBI could kill off Fixed-Fee-Only Fin Planning & Jack Bogle’s legacy

Published on January 26, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 3 Comments

If an individual Fixed-Fee-Only RIA engages with a client with a net worth of Rs 40 cr, then the RIA may have to live at below the official poverty line! SEBI RIA Avinash Luthria explains why SEBI’s new RIA regulations on the anvil can do more harm than good

Continue reading →

Was Franklin AMC right in marking down Vodafone Idea Bonds?

Published on January 25, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 16 Comments

Franklin AMC marked down Vodafone Idea bonds in their debt funds by 100% SEBI is said to be probing this action. Did Franklin do the right thing? Or should it have waited for the bond to default? A look at both sides of the argument.

Continue reading →

31% Annualized Returns from a SIP in Hindustan Unilever (HUL)

Published on January 24, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 3 Comments

A SIP in Hindustan Unilever (HUL) since Sep 2002 would have generated a growth equivalent to 31.22% annualized return! Out of which 1.6% is from dividends!

Continue reading →

Ayushman Bharat Yojana – 5 lakh health Insurance: Who is eligible?

Published on January 23, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 5 Comments

Ayushman Bharat Yojana is a government health insurance scheme for five lakh. We consider the features of the scheme and who is eligible.

Continue reading →

Are you aware of this restriction about super top up insurance policies?

Published on January 22, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 7 Comments

Super top insurance covers are essential to handle large hospital bills. However, they suffer from a restriction that is not so obvious. Here is what you need to know

Continue reading →

Is SEBI trying to harm investors’ interests & destroy fee-only advisory?

Published on January 21, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 5 Comments

In a backward step, SEBI has proposed several harmful changes to regulations governing investment advisors in a consultation paper. We discuss why these affect investors’ and can kill fee-only advisory. You can write to SEBI and help stop these suggestions from becoming a rule.

Continue reading →

Did you know these 5 rules that apply only to ELSS Mutual Funds?

Published on January 20, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

Here are five interesting rules and lesser-known facts that apply only to ELSS (tax saving) mutual funds!

Continue reading →

Mirae Asset Tax Saver Fund vs Axis Long Term Equity Fund

Published on January 19, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 4 Comments

Let us find out how Mirae Asset Tax Saver Fund fares against Axis Long Term Equity Fund in terms of returns and risk

Continue reading →

Why star ratings should not be used for selecting debt funds!

Published on January 18, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 3 Comments

Here is why investors should not use mutual fund star ratings for selecting debt funds. When all risks are not factored in, the result would be misleading and expensive!

Continue reading →

Franklin Ultra Short Bond Fund down by 4%! What to do next?

Published on January 17, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 29 Comments

NAV of several Franklin Debt fund including, Franklin Ultra Short Bond Fund is down by 4-5%. This is possible due to a write-down of Vodafone Idea bonds A look at what investors should do now.

Continue reading →

Posts pagination

« Previous 1 … 141 142 143 … 227 Next »
Join 3000+ members and learn how to reach your financial goals like a pro with peace of mind!
Achieve your financial goals regardless of market conditions! Sign up for our lectures on goal-based portfolio management and join our exclusive community. The 1st lecture is free!

Search freefincal for articles + tools

Choose a topic and read all posts!

Build Passive Income!

How to earn one lakh a month passive income?

Passive Income Automation: An Example

How to turn your social media comments into passive income!

Passive income examples that work in more ways than one!

Passive income is a crucial part of your retirement plan: How to get started

Get commission-free professional help!

List of Fee-only Financial Planners More than 1000 community members are working with them!

Recent Posts

  • The rupee is stronger than most people think! May 28, 2025
  • My Stock Portfolio Analysis: May 2025 May 27, 2025
  • What you need to know about gold before investing in it May 26, 2025
  • Why should I diversify my investment portfolio? May 25, 2025
  • Why Owning Property is Safer than Renting in Old Age: A Real-Life Story May 24, 2025

Robo Advisory Tool!

Create a start-to-finish financial plan with the freefincal robo advisory tool!

Most Popular Content

What we can learn from Petrol, Diesel historical price inflation data

Do not expect returns from mutual fund SIPs! Do this instead!

Do Not Invest Rs. 50,000 in NPS for additional tax saving benefits

Learn More About Us

We do not provide investment advice!

  • Policies and Standards
  • About Freefincal
  • About M Pattabiraman, our Founder, Editor and Primary Author
  • Privacy Policy
  • Site map for users

Email

If you have some information relevant to freefincal or have a question, you can send it to letters [AT] freefincal.com

Note: We do not accept paid/free guest post requests. We do not work with professional content writers or marketing agencies. We do not participate in link exchanges or brand campaigns  Such emails will be discarded.

Contact Freefincal
Bhaskarapuram, Mylapore, Chennai, Tamil Nadu 600004

What our readers and users say!
⭐ ⭐ ⭐ ⭐ ⭐ Our Google My Business Rating is 4.9 stars! Check our reviews!

News Media Presence of M Pattabiraman and freefincal

Explore our resources

  • Plumbline: Handpicked Mutual funds
  • Get our free e-books!
  • Watch Pattabiraman’s Talks

 

Follow Us

  • Google News
  • Twitter @freefincal
  • Facebook
  • RSS Feed
  • Pinterest
  • Feedly
  • Linkedin Company Page
  • Reddit Community
  • WhatsApp Channel

SEBI has published our financial tools!

  • Financial Health Check
  • Calculators

Subscribe to our YouTube channel and explore 1200+ videos on money managment and financial planning.

Join our courses!
Increase your income by getting people to pay for your skills! (700+ members!)

Learn how to manage your portfolio regardless of market conditions! (3000+ members!)

This is our 11Y+ old curated list of SEBI registered Flat Fee-only Financial Planners – 1000+ members of our community work with them.

Search the site