Weekend Roundup Sep. 14th 2013

1. Hemant Beniwal’s new article: What Should Be Your Ideal Revenue Per Client? + Download Revenue Calculator

This is written for financial planners. However it is equally interesting for individuals.

Would you pay Rs. 30,000 f0r a financial plan plus annual review fee?

If you won’t, the only option is to do it yourself.

Financial planners will immediately say, ‘it is dangerous for investors to try and do their financial planning’.

While they do have a point, what they say, to paraphrase Warren Buffett, is a bit like barbers warning people not to cut their own hair!

Truth is financial planning is nothing more than common sense. If you don’t trust me, read this fantastic piece from Subra:

2. Make your financial plan, Now and here How!!

Note: I have nothing against financial planners. I just agree with Subra that since it is very hard to find a competent (certified or otherwise) financial planner, we are better off doing it ourselves.

3. Recently I posted a Rolling Returns Calculator and followed it up with an analysis of HDFC Top 200

Every analytical tool has limitations. Rolling returns is no different. Read this excellent article:

Rolling Period Analysis – A Cautionary Piece

4. A fantastic article by Shiv Vishwanathan on Ms. Laitha, the wife of Nobel Laureate, Subramanyam Chandrashekar: The Laitha Effect

5. Freefincal: I have made changes to the navigation menu. Hopefully it is easier to access the calculators.

Have your tried out the new excel mutual fund tool?

Have a great weekend.

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Do check out my books

You Can Be Rich Too with Goal-Based Investing

You can be rich 243x300 - Weekend Roundup Sep. 14th 2013 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


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


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

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)

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