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Issue Name:January-February
Cover:Save More! Spend Less! Build Wealth!
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKFinancial Literacy before Financial InclusionRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKFinancial Planning must reach the massesC Jayaram Joint MD, Kotak Mahindra Bank
3READERS' FORUMLetters to the Editor--
4FOCAL POINTSave More! Spend Less! Build Wealth! Follow Prudent & Creative StrategiesGirish Aswani, CFPCMDirector. Aternity Training & Consultants
5ARTICLEFinding the right balance: Goal-based financial advisoryRenu Maheshwari, CFPCM Co-founder, Finscholarz
6PRACTICE MANAGEMENTIs there a case for Women-centric Financial Planning?Shweta Jain, CFPCM
7PRACTICE MANAGEMENTCase Study: Financial Planning for a single woman with childrenVidya Krishnamoorthy, CFPCM
8INTERVIEWWomen are more vulnerable to financial shocksNancy Kistner, CFPCM
9SURVEYWomen in Financial Planning profession: An Insight--
10SURVEYStandard & Poor's Global Financial Literacy Survey--
11ARTICLEMarginal Cost of Fund's based Lending Rates (MCLR)Pardhasaradhi Madasu, CFPCM
12REPORTKarvy Wealth Report--
13EVENTSWorkshop on " The Art of Drawing a Financial Plan" by FPCIL--
14ARTICLESuccession Planning - How Wills are an essential part of inheritance lawsTaresh Bhatia, CFPCM
15ARTICLEEstate Planning through Private TrustsJitendra P.S. Solanki, CFPCM
16ARTICLEEstate Planning and TaxationBalwant Jain, CFPCMCompany Secretary, Bombay Oxygen Corp.
17INTERVIEWRising Wealth is driving the growth of Family Offices in IndiaNishant Agarwal ASK Wealth Advisors
18PRACTICE MANAGEMENTFinancial Planning Practice StandardsFPSB India
19TAX QUERY CORNER----
20EDUCATION PARTNERS DIRECTORY----
21CONTINUOUS EDUCATION QUIZ----
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