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Issue Name:JUNE -
Cover:Maneuvering a Tight Spot
S.No.Section NameTopicAuthor
1EDITOR'S DESK Ranjeet S Mudholkar, CFP
2CHARTER MEMBER SPEAK“FPSB India has an important role to play in establishment of standards for benefitting and protecting the investors in the country.”Message By:
Sharad Sharma, CFP
Country Head - Wealth Management,
BNP Paribas India
3READER’S FORUMLetters to the Editor 
4INDUSTRY STATSIndustry Statistics 
5FP REPORTER● MF Unit holding in Demat Account
● Banks to sell products across insurers
● SEBI move favours Retail Investors
● Motor Insurance Premiums Go Up
● Regulator for the Real-estate sector
● SEBI and IRDA to surrender fiscal autonomy
● IRDA gives guidelines for e-insurance policy
● LIC is best with claims settlement
6FOCAL POINTManeuvering a Tight SpotNarayan Krishnamurthy
7PRACTICE ISSUEDo it Yourself Vs. Hiring a Financial PlannerSadique Neelgund, CFP
8ESTATE PLANNINGEstate Planning- Importance of a WillHitesh Vyas, CFP
Founder –
Ethicare Financial Planner
9TAX QUERY CORNERQuestions and Answers
on Taxation
Tax Expert from
S. C. Vasudeva & Co.
10PASSIVE INVESTINGExchange Traded Funds : A Promising Investment VehicleShveta Sinha, CFP
Financial Planner,
Financial Planning &
Knowledge Centre
11INVESTMENT PLANNINGForming a Stable Portfolio
- The case for Gold
Mahamood Basha. S, CFP
National Sales Head,
AIG Asset Management (I) Pvt. Ltd.
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