ORO Weekend Reads: 13 - 18 Mar 2017

Saturday, March 18, 2017 Swati Aggarwal 1 Comments




This week in ORO Weekend Reads: Top 6 things to look for in your financial advisor, how to deal with changes in EPF and find out the winners of Morningstar Fund Awards.

Staying on top of your personal finances was never this easy. So sit back and enjoy reading.


ORO Wealth Exclusives

Revisiting an oldie but goldie Looking for a financial advisor? Make sure they are offering these 6 things



From the News 

You can now transfer your EPF money to NPS but some legal hurdles remain. But should you transfer? See some viewpoints  here and here.

More changes for the EPF as you now withdraw funds to buy a house. Key points that you need to know but again exercise this option with caution.

Do donations through mutual funds work?

How to complete your tax-related issues before March 31. A  useful read for this year and the next.

Morningstar Fund Awards 2016: The nominations and the eventual winners

Move your accounts from the post-office to your bank for convenient online access


Around the Web

A good analysis of the Distinction between good (bad) companies and good (bad) investments from the blog of Aswath Damodaran

Three good articles which do a deep-dive into the nitty gritties of mutual fund investments: Are mid-cap funds using the right benchmark indices, What to do when your fund manager quits and How did mutual funds handle (Ballarpur) debt default



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