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
Final Sermon

About The Author

Dr. CA M. Ganeshan - He is a Chartered Accountant with decades of experience in India and abroad in the profession. He retired at the age of 55 after a successful career in senior positions within the Auditing and Corporate world in the Middle East. Post retirement, he did his doctorate at the age of 63 years on the topic of Rent seeking which is an uncommon and yet a path-breaking subject. It has been published as a reference book for universities.

From the beginning of his career, he has been an effective trainer in many personality development and soft skills subjects and is a respected public speaker. He was also a Professor in many management institutes and in Pune University. He has addressed many platforms and contributed research papers in many research-oriented conferences, won several times the best research paper award. He won numerous accolades in India and abroad. He continues to pursue his interests and hobbies such as writing poems, travelogues and letters to the editors and has written many books and contributes articles in print media.

He has widely travelled all over the globe. He likes social services and aims to be heavily engaged in serving humanity in the twilight of his life.

Book Reviews

Login Form