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".

The book contains the entire Personal Financial Planning Cycle from birth to succession planning Many chapters have annexures giving the important formats. The book has chapters on Personal Taxation, Banking Products (Deposits and Advances), Life Insurance and General Insurance – important tips, investment in Mutual Funds and Equity Investments, things to look for while purchasing a House/Flat, Car (New/Used), etc.

 

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
Appendix
Basic Mathematics and Use of Excel in Personal Financial Planning (Screenshots)
Glossary of Personal Finance Terms

About The Author

S. Murali -

FCMA, ACS, CAIIB, LL.B., M.Com., MFM

Presently, Director, Enhance Your Competence.

Also, working as Adjunct Professor at ICFAI Business School, Bangalore in Banking and Finance areas.Worked in leading nationalized bank for over 22 years in all the departments with majority of time in Advances Department.Later worked as Professor of Finance handling sessions in Management Courses at ICFAI, 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.Has been a University Rank holder in B.Com., M.Com. and LL.B.

Author of Books “Lectures on Financial Accounting – A Conceptual Approach” and “Accounting for Managers”.Co-author of the Book on “Bank Credit Management.

K.R. Subbakrishna -

M.A., CAIIB, LL.B., B.Sc.

Presently, Director, Enhance Your Competence.

Worked in leading nationalized bank for over 2 decades and 1 decade in ING Vysya Bank in all the departments.Has specialized in Finance and HR functions.

Was a Faculty Member for over 12 years at ING Vysya Bank and Union Bank Staff Training Colleges.

Co-author of the Book on “Bank Credit Management.

Worked as Adjunct Professor at ICFAI Business School, Bangalore in Banking and Finance areas.

Visiting Faculty to various training institutes and leading management institutions.

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