Weekend Roundup Sep. 14th 2013

Published: September 14, 2013 at 1:50 pm

Last Updated on

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.

Join our 1500+ Facebook Group on Portfolio Management! Losing sleep over the market crash? Don't! You can now reduce fear, doubt and uncertainty while investing for your financial goals! Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community. The 1st lecture is free! Did you miss out on the lockdown discount? You can still avail it! Follow instructions in the above link!

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.

Do share if you found this useful
Join our 1500+ Facebook Group on Portfolio Management! Losing sleep over the market crash? Don't! You can now reduce fear, doubt and uncertainty while investing for your financial goals! Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community. The 1st lecture is free! Did you miss out on the lockdown discount? You can still avail it! Follow instructions in the above link!

Want to check if the market is overvalued or undervalued? Use our market valuation tool (will work with any index!)

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 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, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com

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