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S.No.TitleAuthorPublicationOpen Article
1Integrating the Technical and Emotional Aspects of Financial Planning SolutionsJoydeep Roy, CFP / Sanjay AwaleFinancial Planning JournalOpen
2Financial Planning for Customer Delight Challenges for Public Sector BanksC. S. Jain, General Manager (New Business), State Bank of IndiaFinancial Planning JournalOpen
3Managing Consistency Across Geographies:In Delivering Financial Planning ServicesRajiv Deep Bajaj, CFP, Managing Director, Bajaj Capital Ltd.Financial Planning JournalOpen
4Evolving Distribution Strategies: Reaching out to Retail InvestorsSyed Shahabuddin,Managing Director & CEO, SBI Funds Management Pvt. LtdFinancial Planning JournalOpen
5New mutual fund load structure:a distributor’s perspectiveK. Venkitesh, CFP, National Head - Distribution, Geojit Financial Services Ltd.Financial Planning JournalOpen
6Serving the underserved tapping the booming middle class marketAjay Bagga, CFP, Chief Executive Officer, Lotus India AMC Pvt. Ltd.Financial Planning JournalOpen
7Rural marketing opportunitiesRishi Shrivastava,Sr. VP & Head - Rural Business, ICICI Prudential Life Insurance CompanyFinancial Planning JournalOpen
8Ethical practices for organizations & practitionersAtin Kumar Saha, CFP, Director - Private Wealth Management, Deutsche Bank AGFinancial Planning JournalOpen
9Restricting section 80c investmentsArnav Pandya, CFP, Consultant -The Economic TimesFinancial Planning JournalOpen
10Personal finance in the Indian rural marketsJoydeep Roy, CFP,Chief Distribution Officer – Tata AIG Life InsuranceFinancial Planning JournalOpen

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