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Cover:Thumb Rules – When they work and when they don’t
S.No.Section NameTopicAuthor
1EDITOR SPEAKAvoid Haste, Use PrudenceRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKBuild Consumer Centric Advisory PracticesVikaas M. Sachdeva
CEO, Edelweiss Asset management Ltd.
3READERS' FORUMLetters to the Editor 
  • SEBI notifies simplified account opening process for Demat and Trading Accounts
  • SEBI notifies guidelines for International Financial Service Centres
  • SEBI proposes Alternative Capital raising platform for start-ups
  • Interest Rates on Small Savings Schemes Revised
  • Insurers empowered to appoint agents
  • General Insurers directed to not to refuse motor third party risk
  • FMP Rollovers to not amount to Capital Gains
  • Guidelines on fee for insurance policy assignment or transfer issued
  • Exposure Draft on Electronic Transaction Administration and Settlement System released
  • Banks allowed for offering differential withdrawal facility on term deposits
  • Draft Circular on removal of two-factor authentication in small value card transactions issued
  • NBFCs advised to maintain a LTV ratio of 50 per cent at all times while lending against Shares
  • Banks directed to refund overpayment of pension to the Governme
  • Entries Open for the Global Financial Planning Awards
  • Instances of charging of advice fees without providing advice being investigated in Australia
  • Financial Advisers register launched in Australia
  • ASIC stresses on the use of behavioral economics in regulatory functions
  • Non-advisory based nocommission insurance policies launched in Singapore
  • Long-term savings bonds to be launched for individual investors in Singapore
  • Broker-dealers in U.S. advised on best practices for conducting business with senior investors
  • Investment Adviser Accused of Fraud for Concealing Poor Performance of Fund Assets from Investors
  • The hedge fund assets hit a record high in Hong Kong
  • The number of financial advisers goes up in U.K.
  • Annuity Quotation Ranking to be provided in U.K.
  • FCA asks firms for their views on MiFID II implementation
6FOCAL POINTThumb Rules – When they work and when they don’tVinay Dutta
(Along with additional inputs by Narayan Krishnamurthy)
7TAX MANAGEMENTUnion Budget - Analysis of proposals relating to personal financeSachin Vasudeva
Partner, SC Vasudeva & Co.
8PLANNER’S DIARYEvolve your financial planning practiceSuresh Sadagopan, CFPCM
Founder, Ladder7 Financial Advisories
9DEBT INVESTINGTax Efficiency: Debt Mutual Funds vs. Direct BondsJoydeep Sen, CFPCM
10CREDIT MANAGEMENTHelp your clients benefit from CreditSatish Mehta
Founder and Director, Credexpert
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