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Issue Name:APRIL - MAY
Cover:The Power of Storytelling in Financial Advisory
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKBuild a Rapport with ClientsRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKFinancial Advisory to Financial Well-Being"Anup Bagchi, CFPCM MD & CEO, ICICI Securities Ltd."
3READERS' FORUMLetters to the Editor
4FP REPORTER• Riskometer introduced for categorization of mutual funds • Insurers advised to maintain Policy and Claims records in Electronic Form • IDRA directs passing of hospital discounts by the insurers and TPAs to the Policyholders • IRDAI issues new guidelines for handling of the unclaimed amounts by the insurers • Date for Withdrawal of the Pre- Series Banknotes Extended • RBI expands the list of documents eligible for the valid Proof of Address • Guidelines for Prepaid Instruments for Mass Transit System issued • Late Payment classification for Credit Card Dues revised to three days after Due Date • Opportunities for insurance products being explored in the e-commerce space • Banks without own ATM networks permitted to issue ATM-cum-Debit Cards • Minimum Contract Size in Equity Derivative Segment Increased
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