Weekend Roundup Sep. 14th 2013

/ M. Pattabiraman / @pattufreefincal / 2 Comments

Published: September 14, 2013 at 1:50 pm

Last Updated on February 11, 2021

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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About the Author Pattabiraman editor freefincalM. 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 Twitter or 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 money management topics. 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 based on money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association, IIST Alumni Association. For speaking engagements, write to pattu [at] freefincal [dot] com
About freefincal & its 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. Follow us on Google News. 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 paid articles, promotions, 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)
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