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Issue Name:JANUARY / FEBRUARY 2017
Cover:Changing Investment Patterns of Indians: From Physical to Financial
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAKFrom Physical to FinancialRanjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKAre Investors Finally Shifting Gears?Sanjay Sapre President, Franklin Templeton Investments - India
3FOCAL POINT / COVER STORYChanging Investment Patterns of Indians: From Physical to FinancialTeam FPSB India
4ARTICLEThe Future of Financial Crimes: Cyber TerrorismTeam FPSB India
5ARTICLEPortfolio Construction for a Financial Plan using AHPVikash Raj, CFPCM
6ARTICLEOptimization Tools in Spreadsheets for Simplifying Financial Planning ProcessPardhasaradhi Madasu, CFPCM
7GUEST INTERVIEWEquity Broking is a Driver for the CFP ProgramPaul Grimes Chief Executive, FPSB Ireland and Chairman, FPSB Europe
8GUEST INTERVIEWTransition from Commission to Fees has to happen slowlyLinnet Lee CEO, Financial Planning Association Malaysia
9GUEST INTERVIEWInsights, Analytics and Automation; Not Just Credit ScoresKalpana Pandey CEO, CRIF High Mark Credit Information Services
10PRACTICE MANAGEMENTMutual Funds: Analyzing Beyond ReturnsAmit Maheshwari, CFPCM
11PRACTICE MANAGEMENTWhat constitutes 'Good Financial Advice'?Arvind Rao, CFPCM
12PRACTICE MANAGEMENTBuilding Blocks of a Financial Planning PracticeDilshad Billimoria, CFP CM
13TAX QUERIES
14EDUCATION PARTNERS’ DIRECTORY
15CONTINUOUS EDUCATION QUIZ
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