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Issue Name:February - March
Cover:Right Selling – Creating Pathway for Win-Win
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFPCM
2FOCAL POINTRight Selling – Creating Pathway for Win-WinNarayan Krishnamurthy
3TAX PLANNINGUnion Budget - An UnderstandingSachin Vasudeva, CA
Senior Partner
S.C. Vasudeva & Co.
4OFFBEAT INSIGHTSFinancial Planning - Understanding the Role of HousewivesVinay Kumar Dutta
Professor-Finance
Fore School of Management
5FIXED INCOMEFixed Income Funds - YTM and Return ExpectationJoydeep Sen, CFPCM
6PLANNER’S DIARYInvestors’ DelusionsSuresh Sadagopan, CFPCM
Founder,
Ladder7 Financial Advisories
7EDUCATION PARTNERS’ DIRECTORY  
8CONTINUOUS EDUCATION QUIZ  
9CHARTER MEMBER SPEAK Message By : Suresh Mahalingam
Managing Director
TATA AIA Life Insurance Co. Ltd.
10INDUSTRY STATS  
11FP REPORTER
  • Mutual Fund Color Codes
  • Small Savings gets Smaller
  • IRDA to Review Insurance Brokers’ Regulations
  • LIC-Default NPS Annuity Service Provider
  • Monthly ULIP Yields
  • IRDA Notifications
  • Insurance Distributors’ Commissions Capped
  • Sale done by Bancassurance Channel to be scanned by RBI
  • FLSRC moots Super Regulator
  • Consumer Awareness Campaign
  • Bank KYC to Suffice Insurance Purchase
Narayan Krishnamurthy
12LEGAL INSIGHTInterview withMr. Sandeep Parekh
Founder, Finsec Law Advisors, and
Former Executive Director,
Securities and Exchange Board of India (SEBI)
13INSURANCE PLANNINGSMEs - Managing Risk through InsuranceAbhishek Bondia
Co-founder,
SecureNow Insurance Broker Pvt. Ltd.
14HEALTH INSURANCEHealth Insurance – Planning for Medical ExigenciesPardhasaradhi Madasu, CFPCM
Associate Professor – Finance Area
Siva Sivani Institute of Management
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