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Issue Name:July - September
Cover:Shaping Your Practice To Next Level
Content:
S.No.Section NameTopicAuthor
1Focal PointShaping Your Practice to Next LevelSuresh Sadagopan, CFP, Ladder 7 Financial Advisories
2Global OutlookMutually Beneficial Success: The Benefits of PartneringBrent A. Neiser, CFP, Director of Strategic Programs & Alliances, National Endowment for Financial Education (US)
3Asset AllocationDetermining Allocation of Value and Growth Disciplines in a PortfolioArpit Agarwal, CFP, CEO, Dawnay Day AV Financial Services
4Economic OutlookIs Your Financial Plan Inflation Resistant?Vineet Potnis, CFP, Chief Marketing Officer, DBS Cholamandalam AMC
5Practice DevelopmentBe a Star Performer through Financial PlanningRenuka Alvares, CFP, Regional Head – Financial Planning, ASK Wealth Advisors
6Investment PlanningFinancial Planner and Financial Statement AnalysisM Mahapatra, CFP, Deputy General Manger, State Bank of India
7Information TechnologyGlobal Trends in Financial Planning and Evolution of FP SoftwarePurna Pareek, Chairman & CEO, Advice America (Financial Planning Software Company)
8Client UnderstandingRisk-taking: Ability and WillingnessRamganesh Iyer, CFP, Director, PARK Financial Advisors Pvt. Ltd.
9Practice ManagementMasters of the New Dominion – Part II: The RealisationKartik Jhaveri, CFP, Director, Transcend Consulting (I) Pvt Ltd
10Real EstateIndian Real Estate and NRIsA N Shanbhag, CFP, Director, Wonderland Consultants & Sandeep Shanbhag, Director, Wonderland Consultants
11Financial LiteracyCreating Financial Literacy among Indian Masses: The need of the hourShilpi Johri, CFP, Financial Planning Adviser, Aviva Life Insurance
12My ClientBuying a Home, and Making it ‘Sweet’Harpreet Singh, CFP, Director, Vserve Insurance Services Pvt Ltd
13Planner’s LibraryFinancial Planning - A Ready ReckonerVyas Rai Nagpal, CFP, Manager-Knowledge Management, FPSB India
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