M. Pattabiraman's Blog, page 286

Plumbline Handpicked Mutual Funds Jan 2018: One Change, more to come?

PLumbline is my list of handpicked mutual fund started in Sep 2017 for beginners to accompany the freefincal robo advisory template. This month, one fund from the list has been removed as AMCs have...

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Jan 2018 Equity Mutual Fund Performance Screener

Download the freefincal Equity Mutual Fund Performance Screener Jan 2018!  Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks/indices with good...

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How to create a retirement income plan for 27-year old Amar (Case study)

We discuss how to create a retirement income plan with 27-year old Amar as a case study. We shall consider asset allocation for each year of investment before and after investment and how Amar can...

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Why claim settlement ratio will not help you choose a term life insurance policy

Claim settlement ratios (CSR) published by IRDA do not represent the probability of claim acceptance. Most private insurers have a claim settlement ratio comparable to that of LIC. Therefore the CSR...

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Sensex Charts 35 year returns analysis – stock market returns vs risk distribution

How much return can I expect from the stock market? What is long-term in the stock market? What is the risk associated with the stock market? Regular readers may be aware that I have discussed these...

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Are you ready to let go and let your money grow?

Re-assemble is a series on the basics of money management aimed at beginners and young earners. So far we have covered 8 steps and completed the basic financial fortification process. Now we are all...

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My Corporate Health Insurance Claim was rejected! Here is how I fought back

We buy health insurance in the hope that it would come to aid in the time of need. Many people do not have a personal health insurance policy because they rely on their corporate health insurance or...

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Index Investing: advantages and disadvantages of being a passive investor

Every time a young investor reads John Bogle or Warren Buffett’s statements on low-cost index funds, they want to know if index investing will work in India? if in the long run index funds will...

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Imbibe, Implement, Ignore: Suggested New Year Resolutions for Investors

Here is a list of suggested New Year Resolutions for Investors based on three principles: imbibe the basis, implement it as soon as possible and ignore the noise. To me, personal finance is nothing...

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Ten years after the 2008 crash: the 1st market milestone of 2018

On 4th January 2008, the Nifty Next 50 index (then Nifty Junior) closed on 13069.35. We now know that was the end of the last great “true” bull run. On Dec 31st, 2008, the index closed at...

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