Fee-only Financial and Investment Planning

6 years ago
S R Srinivasan

Please take a few moments to review our fee-only financial and investment planning services. Please visit the main page or…

FIRE Up – Comprehensive calculator for Early Retirement

5 years ago

FIRE - Financial Independence, Retire Early (revised on 26 Feb 2024) This long article describes a calculator that combines a…

Personal Finance Rule 9 – Pay your fair share of taxes, and nothing more

6 years ago

This short post describes an equitable approach to planning your taxes. As a conscious citizen, it is helpful that you…

Embassy Office Parks – Should you invest in India’s first REIT?

6 years ago

Real Estate Investment Trust (REIT) is a very interesting financial product. A lot of savvy investors in the developed countries…

Best Mutual Funds – Selection using DIY Criteria

6 years ago

Best Mutual Funds? 'Best Mutual Fund' is one of the most common question/search term in personal finance. There are tons…

Personal Finance Rule 7 – Buy a house only when financially ready

6 years ago

Buying a home is one of the biggest decisions that an individual makes. In the present context, it is usually…

Personal Finance Rule 6 – ‘Free Advice’ may be More Expensive

6 years ago

Personal Finance can be a complicated topic. In this post, we see how professional, unbiased advice helps individuals get an…

Personal Finance Rule 5 – Tax Savings is not mandatory

6 years ago

This short post warns against excessive focus on investing to simply save taxes. This results in sub-optimal results. This is…

Personal Finance Rule 4 – Boring is Better

6 years ago

One of the most complex aspects of personal finance is to choose among the myriad of investment options available. It…

Personal Finance Rule 3 – Max out all forms of PF

6 years ago

This short post reiterates the importance of an essential debt component of any portfolio in India - Employee and Public…