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Issue Name:FEBRUARY - MARCH
Cover:Financial Plan Review - Assessing Progress and Suitability
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFP
2CHARTER MEMBER SPEAK“We should start from the top of the pyramid where all products sale beyond a certain limit should be done only after the assessment of the customer needs by CFP professionals...”Message By : Rajesh Relan
Managing Director & Country Manager
MetLife India Insurance Company Limited
3READER’S FORUMLetters to the Editor 
4REGULATOR SPEAKInaugural Address delivered by Ms. Maninder Cheema, DGM, Securities & Exchange Board of India (SEBI) at the Financial Planning Seminar, held on February 15, at Mumbai. 
5INDUSTRY STATSIndustry Statistics 
6FP REPORTER● PSU Insurers TPA plans hit Roadblock
● Paper-less Insurance Industry
● Need based Selling mooted by IRDA
● SEBI to tighten price-sensitive information
● IRDA to setup forum to promote Health Insurance
● SEBI tightens MF advertisement norms
● Banks oppose IRDA move to curb Distribution
● PFRDA invites bids for managing pension funds
● Unbundling Insurance
● AMFI’s online platform launch delayed
● Enhancing Transparency
● SEBI’s New Rules
 
7FOCAL POINTFinancial Plan Review - Assessing Progress and SuitabilityNarayan Krishnamurthy
8THOUGHT LEADERInterview withMr. Noel Maye
CEO
Financial Planning Standards Board Ltd.
9PENSION MANAGEMENTShould there be a Minimum Return Guarantee in NPS?Dr. H. Sadhak
10INVESTOR EDUCATIONInvestors still fear a monster under their bedV. Sreekant, CFP
Proprietor, MoneyCare Solutions
11INVESTMENT PLANNINGAsset Allocation Through Funds - A Compendium of Hybrid FundsJoydeep Sen, CFP
Senior Vice President-Advisory Desk-Fixed Income
BNP Paribas Wealth Management
12FPSB INDIA EVENTSpecial Address and Interaction withMr. Noel Maye, CEO
FPSB Ltd. US
13FPSB INDIA EVENTFinancial Planning Seminar on Pathway Towards Financial Well Being :
An International Perspective
 
14MY STORYIndependent Financial PlannerKalpesh Ashar, CFP
Associate Partner
VCare Investment Services Pvt. Ltd.
15MY STORYInstitutional Financial PlannerRajendra Kalur, CFP
Director and Chief Executive Officer
TrustPlutus Wealth Managers (India) Private LimitedTM
16DEBT MANAGEMENTLucrative Strategy to play with DebtVinay Kumar Dutta
Professor-Finance
Fore School of Management
17TAX QUERY CORNERQuestions and Answers on TaxationTax Expert from
S. C. Vasudeva & Co.
18EDUCATION PROVIDERS’ DIRECTORY  
19CFP CERTIFICANTS’ DIRECTORY  
20CONTINUOUS EDUCATION QUIZ  
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