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Issue Name:November - December
Cover:Planning for the Global Clients
S.No.Section NameTopicAuthor
1CHARTER MEMBER SPEAK Message By : Vikaas M. Sachdeva
Chief Executive Officer
Edelweiss Asset Management Ltd.
5EDITOR SPEAK Ranjeet S Mudholkar, CFPCM
6TAX QUERY CORNERQuestions and Answers on TaxationTax Experts from S.C.Vasudeva & Co.
7MY STORYIndependent Financial PlannerShwetang Sheth,CFPCM
Palm Grow Investments
8PROPERTY INVESTINGReal Estate Investments-Understanding the Housing Price IndexPardhasaradhi Madasu, CFPCM
Associate Professor – Finance Area
Siva Sivani Institute of Management
9PLANNER’S DIARYThree Random Acts of KindnessSuresh Sadagopan, CFPCM
Founder, Ladder7 Financial Advisories
10MY STORYInstitutional Financial PlannerAmar A Shah, CFPCM Vice President–Equity Capital Markets – Investment Banking
Axis Capital Ltd.
11OFFBEAT INSIGHTHelping Clients Create Sustainable Personal WealthVinay Kumar Dutta
Professor-Finance Fore School of Management
12FOCAL POINTPlanning for the Global ClientsNarayan Krishnamurthy
  • Direct Plans for Corporates and HNIs
  • SEBI allows Mutual Funds to levy Brokerage and Transaction Costs
  • Finance Ministry wants Banks to offer Gold Plan
  • Banks Barred to Lend for Gold Purchase
  • LIC allowed to Invest up to 30 per cent in companies
  • Provident Fund and Pension Funds to Invest in Corporate Bonds
  • Rajiv Gandhi Equity Scheme Notified
  • Cheque Migration
  • General Upbeat
  • Retail Investors and Mini Derivatives Discontinuation
  • Finance Minister Asks RBI to Finalise New Bank Licence Guidelines
  • Rollover of Stock Lending and Borrowing Approved
Narayan Krishnamurthy
14INDUSTRY STATSIndustry Statistics 
15READERS' FORUMLetters to the Editor 
16NRI INVESTINGInvestments in Indian Properties by NRIs- An UnderstandingTamaghna Deb, CFPCMPartner,Marquee SA Consulting Services
17INVESTMENT PLANNINGNew SEBI Guidelines for Mutual Funds: Understanding and Way ForwardJoydeep Sen, CFPCMSenior Vice President - Advisory Desk-Fixed Income BNP Paribas Wealth Management
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