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Issue Name:August - September
Cover:Helping your clients to get the most out of Employment with Employee Benefit
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFP
2CHARTER MEMBER SPEAK“FPSB India has been doing a commendable job of producing a league of qualified financial advisors…”Message By : Deepak Chatterjee
MD & CEO
SBI Mutual Fund
3READER’S FORUMLetters to the Editor 
4INDUSTRY STATSIndustry Statistics 
5FP REPORTER●The Impact of the SEBI Announcement
●No-frills demat accounts launched
●SEBI IPO paper rejection to result in ban
●PAN exemption for MF investments up to Rs 50,000
●Surrender Ease
●Dental Cover with Health plans
●Data sharing to curtail frauds
●Cashless treatment for highway accident victims
●IRDA norms may see health-life combo products
●MFs and ETFs may get tax-cuts
Narayan Krishnamurthy
6FOCAL POINTHelping your clients to get the most out of Employment with Employee BenefitsNarayan Krishnamurthy
7FP CLASSROOMThe New Norms: Impact on the functioning of Cash Equivalent FundsJoydeep Sen, CFP
Senior Vice President - Advisory Desk-Fixed Income
BNP Paribas Wealth Management
8TAX PLANNINGDelivering Right Tax Advisory for Residential PropertySunil Bhatia, CFP
Proprietor, Easyinvest Solutions
9CAPITAL MARKETSIPO Grading – Assessment of Equity FundamentalsPardhasaradhi Madasu, CFP
Associate Professor – Finance Area
Siva Sivani Institute of Management
10MY STORYInstitutional Financial PlannerHitesh M. Ramani, CFP
Head-Sales - Portfolio Management Services
UTI Asset Management Company Limited
11CRYSTAL GAZINGCatering to the Booming Indian Middle ClassVinit Iyer, CFP
Financial Planner
Wealth Creators Financial Services
12TAX QUERY CORNERQuestions and Answers on TaxationTax Experts from
S. C. Vasudeva & Co.
13PLANNER’S DIARYA Page from a Planner’s DiarySuresh Sadagopan, CFP
Founder, Ladder7 Financial Advisories
14EDUCATION PARTNERS’ DIRECTORY  
15CFP CERTIFICANTS’ DIRECTORY  
16CONTINUOUS EDUCATION QUIZ  
17MY STORYIndependent Financial PlannerAshish Ramesh Bhave, CFP
ARB Financial Consultants
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