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Issue Name:MARCH / APRIL
Cover:Financial Literacy!
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKThe Importance of Financial LiteracyRanjeet S Mudholkar, CFP CM
2CHARTER MEMBER SPEAKWe need to simplify the concept of investing!Rahul Parikh CEO, Bajaj Capital
3FOCAL POINT / COVER STORYBeing Financially LiterateRenu Maheshwari, CFPCM
4ARTICLECash Flows Don’t LiePramod Dangi, CFA, CA Rajendra Kalur, CFA,CFPCM
5ARTICLEDesigning a Portfolio based on Risk and Return of Asset ClassesRashmi Soni,K.G. Somaiya Institute of Management and Research, Mumbai
6GUEST INTERVIEWIncorporating Health into Financial PlanningDr. Carolyn McClanahan,MD, CFP®
7ARTICLECapital Gains Tax: Some Insights Prior to Re-investing the GainsDilshad Billimoria, CFPCM
8PRACTICE MANAGEMENTProspecting for ClientsBhuvana Shreeram, CFPCM
9ARTICLEGenerating Regular Income from Systematic Withdrawal PlansSharad Mohan, CFPCM
10SURVEYUrban Households: Investments and Savings BehaviourExtracts from SEBI Investor Survey
11FP CLASSROOMGuidance for Candidates in Developing a Financial PlanExtract from FPSB, US document
12REGULAR COLUMNTax Queries
13REGULAR COLUMNEducation Partner's Directory
14REGULAR COLUMNContinuous Education Quiz
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