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Issue Name:April - June
Cover:Evolution Of Indian Retail Banking - From Transaction Based to Advisory
S.No.Section NameTopicAuthor
1Advanced ModellingStructured Asset Management: An Asset Class of Its OwnNiraj Gupta, B.E., MSC in Management, Societe Generale
2Focal PointEvolution of Indian Retail Banking - from transaction based to advisoryNarayan Krishnamurthy, Prashant Kapoor, CFP
3Wealth ManagementFamily Offices - Wealth Management for the Ultra RichDr. Srinivasa Rao Kapala, PhD, Mr , Viswanath Sankaranarayanan, MBA
4Investment PlanningDemystifying Hedge Funds as Alternative Investments for HNIsVivek Kundani, Head of Research, KZen Equities Services Pvt. Ltd.
5Cost InsightHidden Costs of Ownership: A Buyer’s PerspectiveVipin Kumar, CFP, Properitor, Kumar Financial Planners
6Communication ManagementX-Factor’ in Banking and Financial PlanningStephen Manallack, Director, Manallack Pty Ltd.
7Global OutlookThe Perfect Financial Planning Environment?James A. Barnash,CFP, Senior Consultant, Stride Consulting Inc.
8Investor PsychologyBehavioral Finance - A Key to Wealth ManagementAshwani Tiwari, CFP, Director, Balance Investment Corporation Limited
9Retail BankingNeo Age BankingVivek Mahajan, CFP, Chief Manager, State Bank of India
10FP ClassroomReverse Mortgage - A Financial Shelter for the ElderlySachin Vasudeva, CA, Partner, SC Vasudeva & Co.
11Debt ManagementPulling Your Client Out of Debt!Harbinder Singh Mehra, CFP, CIO - PensionIndia
12Thought LeaderInterview with Mr. O. P. BhattChairman, State Bank of India.
13Tax Query CornerQuestions and Answers on TaxationTax Experts S C Vasudeva & Co.
14My ClientPrioritizing the NeedsBrijesh Dalmia, CFP, Director, Dalmia Advisory
15Planner’s LibraryTax and Succession Planning through Trust & WillsBook reviewed by Vyas Rai Nagpal, CFP
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