FPSB India

 
 
 
About Financial Planning Journal
Latest Issue
Contribute Articles
Advertise
Continuous Education
FP Connection
 
Issue Name:OCTOBER - NOVEMBER
Cover:Addressing Gen - Y : Getting them while they’re Young
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFP
2CHARTER MEMBER SPEAK“Educating the advisors on a regular basis and certification of the financial planners is a must....”Message By : Ms. Ashu Suyash
Country Head,
Fidelity Worldwide Investment
3READER’S FORUMLetters to the Editor 
4INDUSTRY STATSIndustry Statistics 
5FP REPORTER●Freedom to Switch
●SEBI moots self-regulation for investment advisors
●Alternative Investment Funds Ambit Widened
●Simplification and Rationalization of Trading Account Opening
●Taking cue from Buffett
●No Claim Refusal
●SEBI asks AMCs to mail reports
●AMFI to outsource task of scrutinizing agents
●Dental Insurance on Anvil
 
6FOCAL POINTAddressing Gen - Y : Getting them while they’re youngNarayan Krishnamurthy
7EXPERT SPEAKA Special Address delivered at the launch of Professional
Certification Standards for Financial Planning and Advisory Services Organizations in Mumbai on August 17, by:
Mr. Prashant Saran
Whole Time Member,
Securities and Exchange Board of India (SEBI)
8EXPERT SPEAKA Special Address delivered at the launch of Professional
Certification Standards for Financial Planning and Advisory Services Organizations in Mumbai on August 17, by:
Mr. G Prabhakara
Member (Life), Insurance Regulatory and Development Authority (IRDA)
9ASSET ALLOCATIONActively Passive Asset AllocationMaurice Chia
Founder, Axel Thompson Group
10DEBT INVESTINGFixed Income Allocation - Investing in BondsJoydeep Sen, CFP
Senior Vice President-Advisory Desk-Fixed Income
BNP Paribas Wealth Management
11MY STORYIndependent Financial PlannerSapna Narang, CFP
Managing Partner, Capital League
12SOFT SKILLSThe Non – Financial Aspects of a Financial PlannerKalpesh Ashar, CFP
Investment Advisor, VCare Investment Services Pvt. Ltd.
13TAX QUERY CORNERQuestions and Answers on TaxationTax Expert from
S. C. Vasudeva & Co.
14EDUCATION PROVIDERS’ DIRECTORY  
15MY STORYInstitutional Financial PlannerVivek Mahajan, CFP
Assistant General Manager, Financial Planning & Advisory Services (FPAS)
State Bank of India (SBI)
16INVESTMENT PLANNINGSystematic Investment – How Micro Should It Be ??Arvind A Rao, CFP
Chief Planner, Dreamz Infinite Financial Planners
17CFPCERTIFICANTS’ DIRECTORY  
18CONTINUOUS EDUCATION QUIZ  
Buy Knowledge House CD to read Past Issues of the Journal
Financial Consumers
Financial Professionals
Financial Institutions
Financial Planning
 
© Copyright. . FPSB India. All Rights Reserved. SiteMap | Terms