|1||Editor's Desk|| ||Ranjeet S Mudholkar, CFP|
|2||Chairman's Message|| ||Ajay Srinivasan, CFP|
|3||Readers Forum||Letters to the Editor|| |
|4||Focal Point||What to look for in||Narayan Krishnamurthy|
|5||Customer Management||Loyalty Drivers in Financial Services||Nipun Mehta, |
Executive Director & Head India, SG Private Banking
|6||Practice Structure||Limited Liability Partnership||Sukhvinder S. Sidhu |
Manager-Forex / Retail Lending / Third Party Products Punjab National Bank
|7||FP Careers|| || |
|8||My Client||Delivering Real Financial Planning||Jai Adiani, CFP|
Financial Planner, Sykes & Rays Financial Planners
|9||Tax Query Corner||Questions and Answers on Taxation||Tax Expert from S. C. Vasudeva & Co.|
|10||Practice Query Corner||Questions and Answers on FP Practice||Lovaii Navlakhi, CFP|
Managing Director & Chief Financial Planner,
International Money Matters.
|11||FP Reporter||News Related to Financial Planning|| |
|12||Practice Management||Navigating the Economic Cycles- A Financial Planning Perspective||Brijesh Dalmia, CFP|
Director – Dalmia Advisory Services Pvt. Ltd.
|13||Financial Planning Practice Management Workshop||Role of Equity & Debt portfolio in Financial Planning|| |
|14||Planners Library||The Affluent Society||Book Reviewed by: |
Dr.(Col.) K.K. Goel, CFP
Director, Unique Health & Wealth Consultants Pvt.
|15||Change Management||Financial Advisory in||Rajiv Deep Bajaj, CFP|
Vice Chairman & Managing Director, Bajaj Capital
|16||Global Outlook||Pensions - Lessons from the UK Experience||Con. Keating|
Head of Research, BrightonRock Group
|17||HR Summit 09|| || |
|18||FP Classroom||Perquisite Taxation||Sachin Vasudeva, CA|
Partner – S.C. Vasudeva & Co.