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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
- Have you checked out my four-part series on goal-based investing?
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
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Losing sleep over the markt 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
- 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:
- 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
Join our 1300+ Facebook Group on Portfolio Management!
Do not lose sleep over your bleeding portfolio: Learn 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
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About the Author
M. 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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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. We operate in a non-profit manner. All revenue is used only for expenses and for the future growth of the site. Follow us on Google NewsFreefincal 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 kind of paid articles, promotions or 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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Weekend with out Pattu’s weekly round up is a dull weekend for me ..
Thanks for articles link 🙂
Regards
Jeetu Ojha
Thanks Jeetu. These days whenever I see an interesting article to be included in the roundup, I think of you 🙂
Good to hear that , last month i came to Chennai but couldn’t
meet but in future will meet you for sure 🙂
Sure. Look forward to meeting you. 🙂
Weekend with out Pattu’s weekly round up is a dull weekend for me ..
Thanks for articles link 🙂
Regards
Jeetu Ojha
Thanks Jeetu. These days whenever I see an interesting article to be included in the roundup, I think of you 🙂
Good to hear that , last month i came to Chennai but couldn’t
meet but in future will meet you for sure 🙂
Sure. Look forward to meeting you. 🙂
Please analyse the QLT Equity . That would be really awesome to see the rolling returns of the cheapest fund in the industry!!
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.
Please analyse the QLT Equity . That would be really awesome to see the rolling returns of the cheapest fund in the industry!!
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.
Good Stuff. Thanks for sharing and appreciate your commitment.
Thank you very much. Value your input highly. Please keep visiting and commenting.
Good Stuff. Thanks for sharing and appreciate your commitment.
Thank you very much. Value your input highly. Please keep visiting and commenting.