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Issue Name:JULY -
Cover:All in The Family - The Growth of Family Offices
Content:
S.No.Section NameTopicAuthor
1EDITOR'S DESK Ranjeet S Mudholkar, CFP
2REGULATOR SPEAK“PFRDA visualizes the Financial Planning Standards Board India and CFP certificants to assume an extremely pivotal role in spreading financial education, literacy and certification under its ethical self-regulatory framework.”Message by : Yogesh Agarwal
Chairman, PFRDA
3CHARTER MEMBER SPEAK“CERTIFIED FINANCIAL PLANNER professionals are well qualified to understand the needs of customers….”Message by : Sandeep Bakhshi
MD & CEO
ICICI Prudential Life Insurance Company Ltd.
4READER’S FORUMLetters to the Editor 
5INDUSTRY STATSIndustry Statistics 
6FOCAL POINTAll in the FamilyThe growth of Family OfficesNarayan Krishnamurthy
7RISK ASSESSMENTFinancial Planners, Clients and Risk ToleranceGeoff Davey
Co-founder,
FinaMetrica Pty Limited
8FP REPORTER●Banks to Play Doubles
●Insurance portability misses deadline
●PPF and SCSS returns to go up
●Failed ATM Transaction on Fast Track
●Single Window KYKYC
●Curbing Regulatory Turf War
●PF Account Online
●RBI’s 29- Questions to Wealth Managers
 
9INVESTOR CATEGORIZATIONAre your clients Active or Passive mutual fund investors?C. Michael Smith, Ph.D., CFP
Director, Center for Leadership & Entrepreneurial
Innovation, Roanoke College
10FP CLASSROOMStock Repair Strategy: A Way to Recover LossesHiral Thanawala, CFP
Research Analyst, Crisil Limited
11DEBT INVESTINGDebt Mutual Fund: An Attractive Option from Debt bouquetShveta Sinha, CFP
Financial Planner,
Financial Planning & Knowledge Centre
12TAX QUERY CORNERQuestions and Answers on TaxationTax Expert from
S. C. Vasudeva & Co.
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