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Issue Name:September - October
Cover:The Hidden Wealth
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFP
2CFP CERTIFICANTS’ DIRECTORY  
3CHARTER MEMBER SPEAK“India needs a large number of requisitely qualified and experienced personal financial advisors...”Message By : Naresh Pachisia, CFP
Managing Director
SKP Securities Ltd
4READERS' FORUMLetters to the Editor 
5INDUSTRY STATSIndustry Statistics 
6FP REPORTER●Alternative Investment Funds seek SEBI approval
● Health insurance premiums to soar
● Investor friendly insurance policies
● KYC registration agencies to gear up
● Rajiv Gandhi Equity Savings Scheme include MF and ETFs
● ASBA to become mandatory
● Government plans ETF
● IRDA refuses permission to mutual fund-like pension plans
● Lower net worth to drive NSE membership
● Insurance Sector Reforms
● FSLRC moots a unified financial agency
Narayan Krishnamurthy
7FOCAL POINTThe Hidden WealthNarayan Krishnamurthy
8INVESTMENT PLANNINGBuilding and Managing Mutual Fund PortfolioVarun Jani, CFP
Founder-nextstep Financial Planners
9MY STORYIndependent Financial PlannerDilshad Billimoria, CFP
Financial Planner
Dilzer Consultants Pvt. Ltd.
10FIXED INCOMEOpen Ended vs. Close Ended Funds - Finding the right allocation in Fixed IncomeJoydeep Sen, CFP
Senior Vice President - Advisory Desk-Fixed Income
BNP Paribas Wealth Management
11MY STORYInstitutional Financial PlannerAnurag Pathak, CFP
Vice President, Private Banking Group
HDFC Bank
12REAL ESTATEReal Estate Investments – Helping Your Clients get it Right?Amit Kukreja, CFP
Founder,
WealthBeing Advisors
13PRACTICE MANAGEMENTIgnoring Clients at Your PerilSurender Kumar Sharma, CFP
Chief Manager
State Bank of Patiala
14PLANNER’S DIARYGetting carried away by the markets is a blunderSuresh Sadagopan, CFP
Founder,
Ladder7 Financial Advisories
15TAX QUERY CORNERQuestions and Answers on TaxationTax Experts from S. C. Vasudeva & Co.
16EDUCATION PARTNERS’ DIRECTORY  
17CONTINUOUS EDUCATION QUIZ  
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