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Issue Name:July - December
Cover:Is it Time For Free Advice?
Content:
S.No.Section NameTopicAuthor
1Product OverviewCapital Protection Schemes an Investor’s PerspectiveArvind A Rao, Chief Planner, Dreamz Infinite Financial Planners
2FPSB India EventsHR Summit and Convocation Ceremony SnapshotsTeam FPSB India
3Regulatory OpinionAdvisor Should Demystify ProductsK P Krishnan, Jt. Secretary - Capital Markets, Ministry of Finance
4Global UpdateIndia’s Capital Markets in a Changing Global ScenarioAmitabh Chaturvedi, CFP, Group President, Reliance Capital Ltd.
5Market OpportunitiesServing the Underserved- Tapping the Middle Class MarketAjay Bagga, CFP, CEO, Lotus India Asset Mgmt Co. Pvt. Ltd.
6Industry WatchProduct Innovations in the MF IndustryPankaj Razdan, CFP, MD, ICICI Pru. AMC. Vivek Kudva, President, Franklin Templeton Invt. (I)
7Practice IssuesThe Financial Planners’ Dilemma- Branding in With or Out of the Crowd?Sean Kelleher, Chairman, Financial Partners International
8Tax PlanningEffective Estate Planning Through Creation of TrustsC Jayaram, CFP, Executive Director, Kotak Mahindra Bank Ltd
9Fixed IncomeHave FDs Really Become “Favorable Deposits” todayArvind Rao, CFP, Chief Planner, Dreams Infinite Financial Planners
10Practice InfrastructureIntegrating Information Technology with FP PracticeNitin Manaktala, CFP, Chief Executive Officer, OmniMax India
11Investment PlanningStrategic Approach to InvestmentsVishal Kapoor, Sr. Director & Head - Financial Advisory Services, American Express, India
12Insurance IndustryRural Marketing Opportunities - the Lessons for Insurance CompaniesRishi Shrivastava, Sr. VP & Head - Rural Business, ICICI Prudential Life Insurance Co.
13Retirement PlanningRetirement Planning & Pension Reforms - Gearing Up for the FutureSanjay Sachdev, CFP, Country Manager - India, Shinsei Bank Group
14Position PaperSEBI’s consultative paper on “Regulation of Investment Advisors”Team FPSB India
15Alternative InvestmentsAlternative Investments for the High Net Worth IndividualsRenuka Alvares, CFP, Regional Head, ASK Wealth Advisors
16Portfolio ManagementBuilding and Managing Portfolio With Mutual FundsKanwar Vivek, CFP, Head - Private Banking, ICICI Bank Ltd
17Mutual FundsExchange Traded Funds - Current Scenario & the Future of ETFs in IndiaR Raja, CFP, VP - Sales & Marketing, UTI AMC Pvt. Ltd.
18Winner’s TrackIndependent Financial PlannerGaurav Mashruwala, CFP, CEO, A Cutting Edge
19Planner’s LibraryOrdinary People Extraordinary Wealth by Ric EdelmanReviewed by Jayant Pai, CFP, VP, Parag Parikh Financial Advisory Services
20My ClientInfusing Fresh Funds to Achieve Financial GoalsBrijesh Dalmia, CFP, Director, Mandar Financial Services
21Winner’s TrackInstitutional Financial PlannerArpit Agarwal, CFP, CEO, Dawnay Day Financial Advisory Services
22Planner’s LibraryDerivatives & financial innovations by Manish Bansal & Navneet BansalReviewed N K Raveendran, CFP, Fintuitive Consulting
23My ClientNeed, want & dreamKairav Shah, CFP, Head-Financial Planning, Sykes & Ray Equity
24FPSB India EventsFP Symposium , BangaloreTeam FPSB India
25FPSB India EventsFP Congress , New DelhiTeam FPSB India
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