Personal Financial Planning(Wealth Management)

ISBN Number : 978-93-5273-960-8

Student Price : Rs.398

Student Dollar Price : 16$

Book Edition : First

Year of Publication : 2018

No. Of Pages : 400

Book Weight :510

About The Book

Very few books on this subject from Indian Authors.
Contains the entire Personal Financial Planning Cycle from birth to succession planning
Exhaustive Chapter on Personal Taxation
Separate Chapters for investment in Mutual Funds and Equity Investments
Things to look for while purchasing a House/Flat, Car(new/Used)
Written in a very simple and lucid language
Each chapter begins with "Learning Objectives" and ends with "Points to Remember"

 

Contents -

1. Financial Planning
2. Investor Profiling
3. Personal Taxation
4. Banking Products
5. Regulatory Guidelines
6. Insurance -Life, Health and General
7. Investment in Mutual Fund
8. Investment in Equity Shares
9. Investment in Debt Market
10. Alternative Assets in Investment Portfolio
11. Purchase of Cars
12. Dynamics of Real Estate
13. asset Allocation and Rebalancing
14. retirement Planning
15. estate Planning
16. ethics in Personal Financial Planning
17. Strategies for Marketing of Financial Services

About The Author

S. Murali -

FICWA, ACS, CAIIB, LLb, M.Com, MFM, MIMA

Worked in leading nationalized bank for over 22 years in all the departments with the majority of time in Advances Department. Later worked as Professor of Finance handling sessions in Management Courses at IFCAI, St. Joseph’s College, Bangalore University, etc. Was a Faculty Member for over 4 years at ING Vysya Bank Staff Training College, handling mainly credit areas. Presently, Director, Enhance Your Competence. Also working as Adjunct Professor at ICFAI Business School, Bangalore in Banking and Finance Areas. Has been University Rank holder in B.com, M.Com and Llb. Past Chairman of ICWAI, Bangalore Chapter. Author of Book "Lectures on Financial Accounting Conceptual Approach". Regularly contributes articles in the areas of Finance, Banking and Strategies to leading National Banking and Finance journals.

K.R. Subbakrishna -

M. A, CAIIB, LLb, B.Sc.

  • Worked in leading nationalized bank for over 2 decades and 1 decade in ING Vysya Bank in all the departments.
  • Has specialized in Credit and HR functions. . Was a Faculty Member for over 12 years at ING Vysya Bank Staff Training Colleges.
  • University Rank holder in Llb.
  • Presently, Director, Enhance Your Competence and Associate Director, Mindsource Consulting, Bangalore.
  • Also working as Adjunct Professor at ICFAI Business School, Bangalore in Banking and Finance Areas.
  • "Regularly contributes articles in the areas of Banking, HR and Strategies to leading National Banking and other journals".

Book Reviews

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