Weekend Roundup Sep. 7th 2013

Published: September 7, 2013 at 12:34 pm

Last Updated on

1.  Here is an excellent read for financial advisors. I strongly recommend individual investors to read it too.

Why 97% of Your Clients Don’t Have Financial Goals and What to Do About It

2. The revised edition of Subra’s book, “Retire-Rich: Invest Rs. 40 a day” is now available as an e-book for Rs. 199/-

Buy Retire Rich Invest: Rs. 40 a Day from Flipkart.com (affiliate link)

  • Subra was generous enough to mention me and freefincal in the book as a source for retirement calculators 🙂

3. Financial freedom is a concept gaining popularity among young people. Here is a very interesting blog about a young mans journey to become financially independent before 35

Want to know how to reduce fear, doubt and uncertainty while investing for financial goals? Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community

http://lifewithabrain.com/ 

  • If you are interested in financial freedom, check out this tool

4. New Pension Scheme news: annual Report (2012-13) of Pension Fund Manager (PFM) LIC Pension Fund Limited was released this week. Here is a snapshot:

NPS-LIC Fund Performance. Source: Annual Report 2012-13
NPS-LIC Fund Performance. Source: Annual Report 2012-13
  •  A pretty decent performance indeed. However, subscribers must be aware that the debt component of the NPS, like any other debt fund, is highly susceptible to a bond crash. I painfully discovered this recently: NPS and me

5. Freefincal:  the week that was

  • Have you checked out this unique Rolling Returns calculator?
  • I will be using this calculator to analyze mutual fund performance, starting with HDFC Top 200 (results will be posted next week). If you would like me to analyze performance of a specific fund, let me know.
  • A long weekend like the present one is a perfect time to check out the list of all available free financial calculators
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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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16 Comments

  1. Please analyse the QLT Equity . That would be really awesome to see the rolling returns of the cheapest fund in the industry!!

    1. Hi Vignesh, will do. Is QLTE the cheapest fund after introduction of direct plans? The direct plans of the oldest and most popular funds like HDFC equity and Top 200 would be very close the expense ratio of QLTE, if not lower. I know for a fact at one point in time that they were lower!

      Keep visiting.

  2. Please analyse the QLT Equity . That would be really awesome to see the rolling returns of the cheapest fund in the industry!!

    1. Hi Vignesh, will do. Is QLTE the cheapest fund after introduction of direct plans? The direct plans of the oldest and most popular funds like HDFC equity and Top 200 would be very close the expense ratio of QLTE, if not lower. I know for a fact at one point in time that they were lower!

      Keep visiting.

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