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Issue Name:July - September
Cover:Right Attitude For Right Practice - Progressing From Selling to Counseling
S.No.Section NameTopicAuthor
1Focal PointRight Attitude for Right Practice - Progressing from Selling To CounsellingChenthil R. Iyer, CFP, CMD & CEO, Horus Financial Consultants Pvt. Ltd.
2Global OutlookRisky BusinessGeoff Davey, Co-founder FinaMetrica Pty Limited
3Social ResponsibilitySocially Responsible Investing: Investing with ConscienceAnurag Saraswat, CFP, Chief Manager - UTI AMC
4Debt ManagementFixed Income Investing: Striking the BasicsStriking the Basics Joydeep Sen, MBA, Sr. VP - Advisory Desk - Fixed Income - BNP Paribas Wealth Management, India
5Options ManagementDerivative Strategies -Protecting Investments in EquitiesDr. (Col.) KK Goel, CFP, Director, Unique Health & Wealth Consultants Pvt. Ltd.
6Investment PlanningFixed Income Laddering : A ladder to regular returnsRamesh Patibanda, CFP, CFA, MBA, FRM, Director-Product Development, Advice America, Nitin Bansal, CFA (ICFAI), MBA, BE, Product Lead, Advice America
7FP ClassroomBudget : Impact on the Personal FinanceSachin Vasudeva, CA, Partner, SC Vasudeva & Co.
8Information TechnologyUsing Technology & Software for Service DeliveryAriadne Horstman, Investment Yogi, Vidya Krishnamoorthy, International Money Matters
9Thought LeaderInterview with Mr. D. Swarup, Chairman, PFRDA, Interview with Mr. B.C. Khatua, Chairman, FMC.
10FPSB India’s Round TableDevelopment of Investment Advisory and Mutual Fund Industry in the New Regulatory Paradigm..
11Financial Planning Practice Management Workshop..
12My ClientManaging the CreditMalhar Majumder, CFP, FICWA, CIMA (London), Partner, Black & White Financial Managers
13Tax Query CornerQuestions and Answers on TaxationTax Experts S C Vasudeva & Co.
14Planner’s LibraryIndia and the Global Financial Crisis Managing Money and FinanceBook reviewed by Vandana Gupta, CFP, Co-founder Planit Wealth
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