Weekend Roundup – Feb. 15th 2014

 

 

  • According to SEBI, financial planners can no longer distribute mutual funds or sell any products.  Very few planners have bothered to comply with this norm making their practice illegal: Take note… take care (w.r.t. SEBI RIA Regulations) Only time will tell the fate of those who have not complied with this regulation.
  • You can check the list of Sebi registered investment advisors from here: http://www.sebi.gov.in/sebiweb/home/detail/26311/no/List-of-Registered-Investment-Advisors
  • Although this move is designed to remove conflict of interest, a SEBI registered financial planner is free to transfer the mutual fund distribution business to a relative/friend.


About the Author M Pattabiraman author of freefincal.comM. Pattabiraman is the co-author of two books: You can be rich too with goal based investing and Gamechanger. “Pattu” as he is popularly known, publishes unbiased, promotion-free research, analysis and holistic money management advice. Freefincal serves more than one million readers a year with numbers based analysis on topical issues and has more than a 100 free calculators on different aspects of insurance and investment analysis, including a robo advisory template for use by beginners. Contact information: freefincal {at} Gmail {dot} com He conducts free money management sessions for corporates (see details below). Previous engagements include World Bank, RBI, BHEL, Asian Paints.

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You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingMy first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now.  It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You WantGamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantMy second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a young earner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover 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)

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Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.
Updated: September 7, 2016 — 12:35 pm

10 Comments

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  1. Thanks Pattu for this valuable post. Invested recently in Direct Plans of ELSS Funds. Hope to benefit from advice and experience of friends like you all.

    1. Dear AK, good to know. Thanks for sharing. I also hope to benefit from your advice.

  2. Thanks Pattu for this valuable post. Invested recently in Direct Plans of ELSS Funds. Hope to benefit from advice and experience of friends like you all.

    1. Dear AK, good to know. Thanks for sharing. I also hope to benefit from your advice.

  3. Pattu

    Actually Because of you and other members in our fb group My entire family is investing via Direct and it was little tedious at that time to stop everything and start one more time,

    Thanks for enlightening everyone!

  4. Pattu

    Actually Because of you and other members in our fb group My entire family is investing via Direct and it was little tedious at that time to stop everything and start one more time,

    Thanks for enlightening everyone!

  5. Pattu

    Sorry did not complete the last comment

    it was very beneficial for us 🙂 eventhough little tedious to do a start

    Cheers! and Happy investing 🙂

    1. No problem. Thank you very much.

  6. Pattu

    Sorry did not complete the last comment

    it was very beneficial for us 🙂 eventhough little tedious to do a start

    Cheers! and Happy investing 🙂

    1. No problem. Thank you very much.

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