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Issue Name:November-December
Cover:Emergence of Registered Investment Advisers
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKBuild consumer centric advisory practicesRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKBuilding a Nation of InvestorsAjay Kakar
Chief Marketing Officer – Financial
Services
Aditya Birla Group
3READERS' FORUMLetters to the Editor 
4FP REPORTER
  • Bank Licences grantedby RBI, two new banks on
    the anvil
  • KYC process madeeasier by SEBI
  • IRDA cautions public
    against false
    representation
  • IRDA’s actions for
    protection of
    policyholders’ interest
  • BSE to launch new
    equity trading platform
  • IRDA paves way for
    insures to invest in PSU
    ETFs
  • SEBI to notify proposals
    regarding mutual funds
  • Proposed Direct Taxes
    Code (DTC)
    released
  • NPS fund management
    fees may fall
  • SEBI increases fee it
    levies market
    intermediaries
  • Mutual Funds to disclose
    voting pattern
  •  
    5GLOBAL REPORTER
  • The use discretionary
    management services is expected to increase in
    U.K.
  • People overestimate the
    value of state pensions in
    U.K., states a survey
  • UK and Ireland impose highest taxes on inheritance, claims a
    research study
  • The financial advice industry in U.K. receives a boost through increased investor awareness
  •  
    6FOCAL POINTEmergence of Registered Investment AdvisersNarayan Krishnamurthy
    7EQUITY INVESTINGEquity Investing -
    Enlightening the Retail
    Investors
    Vipin Kumar, CFPCM
    8INVESTMENT PLANNINGDirect Plans of Mutual
    Fund Schemes: A Cost -
    Benefit Analysis
    Joydeep Sen, CFPCM
    9TAX PLANNINGTax Provisions and
    Interpretation
    Arvind Rao, CFPCMChartered Accountant
    Arvind Rao & Associates
    10IMPACT INVESTINGTurning social investments into a mainstream asset classAkash NaharDirectorYes we Can (YWC) Social Ventures
    11PRACTICE MANAGEMENTSuccession Planning for
    Financial Advisors
    Tarun Gulabani, CFPCM
    12PLANNER’S DIARYUnderstanding clients’ thought process is critical for providing good adviceSuresh Sadagopan, CFPCMFounderLadder7 Financial Advisories
    13TAX QUERY CORNERTax experts fromS. C. Vasudeva & Co
    14INDUSTRY STATSIndustry Statistics 
    15EDUCATION PARTNERS’ DIRECTORY  
    16CONTINUOUS EDUCATION QUIZ  
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