Personal Wealth Management A Complete Guide

ISBN Number : 978-93-5051-343-9

Student Price : Rs.475

Student Dollar Price : 19$

Library Price : Rs.850

Library Dollar Price : 34$

Book Edition : First

Year of Publication : 2017

No. Of Pages : 324

Book Weight :402

About The Book

Financial independence and security is something we are all constantly striving to achieve. Today’s individuals and families receive a lot of opportunities but also face as many challenges. This book Personal Wealth Management – A Complete Guide makes a compelling case for how and why we should take control of our wealth and invest towards our long-term goals.

- The importance of being hands-on with your wealth.
- Identifying your risk profile and making sensible investment decisions.
- Understanding and managing your financial obligations.
- Knowing all your investment options and planning accordingly.

 

Contents -

1. Personal Wealth Management – An Overview
2. Assets, Asset Class and Asset Allocation
3. Immovable Properly – Real Estate
4. Movable Properties
5. Government Bonds and Other Securities
6. Deposits – Bank and Corporate
7. Mutual Funds
8. Shares and Stock Market
9. Gold
10. Derivatives and Commodities Market
11. Business Ventures
12. Liabilities – Personal and Family Obligations
13. Credit Cards – A Debt / Death Trap
14. Insurance – Life, Health, General
15. Proposed Direct Tax Code
16. Personal Wealth Management – Your Vision and Mission
17. Scams – Beware
18. Some Real Life Experiences
19. Forms and Charts
FAQs
Final Sermon
Glossary
Bibliography

About The Author

Dr. CA M. Ganeshan is a Chartered Accountant by profession. He did his Doctorate at the age of 63 years out of passion. He has authored four books including a well-known book called “Personal Wealth Management – A Complete Guide” published by Himalaya Publishing House in 2012.

Ha has served as an auditor and in highly responsible positions in finance in India and abroad over three decades. He was a Professor in the University Business School and other business schools in Pune. He also served in the Pune University Board of Studies for Management Education as a faculty member. He was an office bearer at the Pune branch of the ICAI. He contributes research papers in conferences which are published in journals.

He was a veteran Toastmaster, well-known public speaker and a soft skills trainer. He is a regular contributor in the print media. He was the past President of Pune Jaycees and is passionate about and has always been actively engaged in social work.

He lives in Pune and can be contacted at [email protected]

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