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Issue Name:SEPTEMBER -
Cover:Financial Freedom In Retirement - Helping Your Clients Get The Most From Retirement
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFP
2READER’S FORUMLetters to the Editor 
3INDUSTRY STATSIndustry Statistics 
4FOCAL POINTFinancial Freedom in Retirement - Helping your clients get the most from RetirementNarayan Krishnamurthy
5CHARTER MEMBER SPEAK“it is only through the sustained effort by key organizations like Financial planning standards board india that have been focused on ensuring improved financial advisory and creating a thriving and conducive distribution system, can the industry move towards the next echelon of successes.”Message by : Nimesh Shah
Managing Director & Chief Executive Officer
ICICI Prudential AMC
6BEHAVIORAL FINANCEHelping Your clients Achieve Financial Satisfaction.Shalini Kalra Sahi
Assistant Professor- Finance
FORE School of Management
7BEHAVIORAL FINANCEHuman Psychology of Financial InvestmentsDr. Shamsah Sonawalla, M.D.
Honarary Consultant Psychiatrist & Associate Director,
Psychiatry Research Jaslok Hospital & Research Center, Mumbai
8PRACTICE CHECKHello Planner! Have you done Financial Planning for yourself?Sadique Neelgund, CFP
Practitioner & Founder, NetworkFP
9FP REPORTER• Transaction Fee on MF investments
• Multifunctional Post Office
• No More Guarantees
• No Walk Outs
• Demand Draft against cash restricted to Rs. 50,000
• Discretion between RTGS and NEFT – Is it required?
• Video Conferencing of Shareholder Meetings
• Reforms to favor Banking Customers
 
10EXPERT SPEAKA Special Address delivered at the launch of Professional
Certification Standards for Financial Planning and Advisory
Services Organizations in Mumbai on August 17,
By: Mr. Yogesh Agarwal, Chairman,
Pension Fund Regulatory and
Development Authority India (PFRDA)
11LAUNCH CEREMONEYLaunch Ceremony of “Professional Certification Standards for Financial Planning & Advisory Services Organizations” on August 17,. 
12EXPERT SPEAKA Special Address delivered at the launch of Professional
Certification Standards for Financial Planning and Advisory
Services Organizations in Mumbai on August 17,
By: Dr. K. C. Chakrabarty, Deputy Governor
Reserve Bank of India (RBI)
13INFORMATION TECHNOLOGYIntegrating Information Technology with Wealth ManagementIndranil Sarker, CFP
Academic Head, International College of Financial Planning
14INVESTMENT PLANNINGA sign of the times: Is it time for Multi Asset class Investments?Rohit Bhuta, CEO
Religare Macquarie private Wealth
15TAX QUERY CORNERQuestions and Answers on TaxationTax Expert from
S. C. Vasudeva & Co.
16EDUCATION PROVIDERS’ DIRECTORY  
17CFP CERTIFICANTS’ DIRECTORY  
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