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Issue Name:Jan - March
Cover:Career Opportunities For Young Financial Planners
Content:
S.No.Section NameTopicAuthor
1Thought LeaderChannel innovations and new age products in the insurance industryBhargav Dasgupta, ED, ICICI Prudential Life Insurance
2Financial EducationFinancial literacy and the life cycleDr. Somnath Basu, Director, California Institute of Finance (USA)
3Business StrategiesAdaptable fee model to cater to the middle income clientsSheryl Garret, Founder, Garrett Planning Network (USA)
4Practice IssuesGaining trust and confidence of clientsRajiv Gupta, CFP, Country Head-Retail Agency & Institutional, SBI Life Insurance
5Insurance IndustryInsurance is sold, not boughtVipin Kumar, CFP, Manager, Planet Retail Holdings Pvt. Ltd.
6Tax PlanningNRI investment and taxation in IndiaA N Shanbhag, CFP & Sandeep Shanbhag (Wonderland Consultants)
7Behavioural FinanceWhy do we do what we do with our money?Malhar Majumder, CFP, Sr. Academic Consultant- Financial Planning, IMS Learning Resources
8FP ClassroomDerivative strategies using “options”K. K. Goel, CFP, Orthopedic Surgeon & Financial Planner
9Equity InvestingWhy should you think long term?Akhilesh Tilotia, Director, PARK Financial Advisors Pvt. Ltd.
10Market OpportunitiesFinancial Planning for businessmen & SMEsRohit Sarin, CFP, Founder Partner, Client Associates
11Investment PlanningInvestor psychology in the maze of investment optionsArun Thukral, CFP, Vice President - Treasury, Axis Bank
12Mutual FundNew mutual fund load structure: a distributor’s perspectiveK. Venkitesh, CFP, National Head - Distribution, Geojit Financial Services Ltd.
13Practice ManagementBehavioral Aspects of Counseling/Questioning The ClientSandeep Grover, CFP, CEO, Credence Management Consultants
14Capital MarketsTiming the Markets: Taming Bulls and BearsHarpreept Singh, CFP,, Director, Vserv Insurance Services Pvt. Ltd.
15Career PlanningDear Salesmen, Please Don’t Sell Ice to an Eskimo!Charul Shah, CFP, Valuerock Wealth Managers & Deven Shah, Money Mentor
16Winner’s TrackIndependent Financial PlannerSuresh Sadagopan, CFP, Ladder 7 Financial Advisories
17Planner’s LibraryInvestment Fables by Aswath DamodaranRajesh Dalmia, CFP, Director, Mandar Financial Services
18My ClientWise Money Management Complements a Good CareerNelson Lewis, CFP, Sr. Account Officer, ATOS Origin India
19EventsFPA SeattleTeam FPSB India
20Winner’s TrackInstitutional Financial PlannerRaj Mahadev, CFP,Head-Wealth Management, DBS Bank
21Planner’s LibraryTools and templates for your practice by Deena KatzPrerana Salaskar, CFP,The Tipping Point
22My ClientMehra’s homeland is where he prospersJubin Vora, CFP, Financial Planner, Sykes & Ray Equity
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