M. Pattabiraman's Blog, page 287

How to buy a personal accident insurance policy

I discuss the factors to consider before purchasing a personal accident insurance policy. The key being to understand the insurers definition of what an accident is, and when a personal accident...

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There is more to investing than getting high returns!

Here is a set of slides from the DIY investor meets that hopefully might convince you that there is more to investing than getting high returns. That is, a return above inflation (called a real...

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Use Mutual Fund Star Ratings to understand how much you lose via commissions

Looks like mutual fund star ratings are useful for something after all! To understand how much you lose via commissions, study the difference between the star rating of the direct plan (no...

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Why we all need a corpus for medical expenses and how to build it

“How much medical insurance I need?” can be answered in two ways: (a) as much as you can afford and (b) 50 lakhs to one crore. Naturally, option (b) is not only scary but also not...

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Google spreadsheet portfolio tracker for stocks and mutual funds

Download a free google spreadsheet portfolio tracker for stocks, mutual funds and fixed deposits. Use it to store important account nos for quick reference and track the progress of your financial...

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How I selected a health insurance policy

In this post, Niten Kapoor discusses how he selected a health insurance policy. In my previous article on health insurance, I had invited readers to compare policies as guest posts. Niten agreed to...

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How Ashal & Banking Ombudsman helped get my money back from a failed credit card payment

This is an account of how a member of Facebook group Asan Ideas for Wealth(AIFW), – let us call her Jenna – got her money back after a failed credit card payment with the help group admin...

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My personal financial audit 2017

Each December I take stock of how well my goal-based investment is moving along (or is it?) Since 2013, I have been publishing these audits. Here is this years edition with some analysis of my...

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PlumbLine Dec 2017: Analyzing the handpicked list of mutual funds

Readers may be aware that in September 2017 I had introduced a handpicked list of mutual funds and called it PlumbLine to accompany the freefincal robo advisory template. While we are still waiting...

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Download the Freefincal Excel Stock Screener – Version 2

Hey, did you know that freefincal has plenty of tools and resources on how to screen & Identify good stocks?! This is version  2 of an Excel stock screener to scan & filter Indian stocks with...

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