Weekend Roundup

  Bemoneyaware a popular and competent personal finance blogger interviewed me for her blog:  Meet Personal Finance Blogger : Pattu of FreeFinCal I have tremendous respect for her. This is what I wrote about Bemoneyaware on the occasion of woman’s day: Be Money Aware: A Unique Personal Finance Blog Like I mention in the interview, Bemoneyaware…

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XLFinplan – Excel based Personal Financial Planning and Wealth Management Application

XLFinplan is an extraordinarily comprehensive Excel based financial planning application developed by Satish Mistry of Money Care Financial Planning Services. This commercial software has many interesting applications that will be useful not only for financial planners but also for individual investors. I requested Satish to send me a write up of the main features of…

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Saturday Roundup

Here is a collection of articles, information and resources I encountered this week.   PersonalFn has been offering a mutual fund selection service for the last 10 years. It is currently offering this service at a price of Rs. 1,750 for 2 years and Rs. 1,000 for 1 year: Mutual Fund Portfolio Service  (This is…

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Use of Monte Carlo simulations in Financial Planning

This is a guest post by Jitendra Kumar, Sr.Business Analyst- Fiserv. Mr Kumar is a certified financial planner. His additional qualifications include MBA and Certification in Investment & Portfolio Mgmt. (IIMB). He is also a certified associate of  the Indian institute of bankers (CAIIB).  ~~~~~ Traditional Financial Planning works on certain assumptions on returns, risk, inflation, savings growth…

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