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S.NoJournal ImageIssueCover StoryView Content
1NOVEMBER / DECEMBER 2017Portfolio OptimizationView
2SEPTEMBER / OCTOBER 2017Debt Investments: Anchoring Your Wealth PortfolioView
3JULY/AUG 2017Artificial Intelligence: Role in the Financial Planning IndustryView
4MAY/JUNE 2017MAY/JUNE 2017View
5MARCH / APRIL 2017Financial Literacy!View
6JANUARY / FEBRUARY 2017Changing Investment Patterns of Indians: From Physical to FinancialView
7NOVEMBER / DECEMBER 2016DEMONETISATION - START OF A FINANCIAL REVOLUTION IN INDIAView
8SEPTEMBER/OCTOBER 2016LET'S GET DIGITAL - THE EMERGENCE AND RISE OF CRYPTOCURRENCIESView
9JULY/AUGUST 2016CHANGING FACE OF FINANCIAL DISTRIBUTIONView
10MAY/JUNE 2016WHAT YOU SHOULD KNOW ABOUT FATCA - IMPACT & IMPLICATIONSView
11MAR/APR 2016WORLD OF FINANCIAL APPS: ENGAGING TOOLS FOR THE TECH-SAVVY PLANNERSView
12January-February 2016Save More! Spend Less! Build Wealth!View
13DECEMBER-2015Unlocking Home Equity During Silver Years by Reverse Mortgage.View
14OCTOBER-NOVOVEMBER 2015With Digitisation will Indians attitude towards Gold ChangeView
15APRIL - MAY 2015The Power of Storytelling in Financial AdvisoryView
16FEBRUARY-MARCH 2015Thumb Rules – When they work and when they don’tView
17DECEMBER 2014 - JANUARY 2015Couples and Money Management - Engaging both partners for comprehensive advisoriesView
18OCTOBER - NOVEMBER 2014The rise of automated advisoryView
19August - September 2014Real Estate Investment Trusts – An Emerging Asset ClassView
20June - July 2014The Credit Score ConundrumView
21April-May 2014All about CrowdfundingView
22February-March 2014Insurance Brokers - An Essential Link In Insurance DistributionView
23December 2013 - January 2014The Changing Face of Real EstateView
24November-December 2013Emergence of Registered Investment AdvisersView
25October - November 2013Health Insurance Reforms - Creating strong foundation for financial wellbeingView
26September - October 2013Living Longer, Working Longer - The Changing Landscape of RetirementView
27August-September 2013Bridging the gap- Managing clients’ expectations in the age of uncertaintyView
28July-August 2013Evolving regulatory framework in the Insurance Sector - How it will impact the consumers and advisoryView
29June-July 2013Build your Practice – Tools for helping you forge AheadView
30May-June 2013Dismantling the One Stop Shop – Bringing Order in the Investment Advisory Space within BanksView
31April - May 2013The Future of Finance: A Roadmap - How the Indian Financial Code will change your lifeView
32March - April 2013Expand Your ReachView
33February - March 2013Right Selling – Creating Pathway for Win-WinView
34January - February 2013The New Regulatory Environment – Opportunities for Financial PlannersView
35December 2012 - January 2013Convergence of Alternative Investments with TraditionalView
36November - December 2012Planning for the Global ClientsView
37October - November 2012Managing Clients' ExpectationsView
38September - October 2012The Hidden WealthView
39August - September 2012Helping your clients to get the most out of Employment with Employee BenefitView
40July - August 2012Estate Planning - The Legacy for Loved OnesView
41June - July 2012Financial Sector Reforms - Enlightening the ConsumersView
42MAY - JUNE 2012DEVELOP AN EFFECTIVE SOCIAL MEDIA MIXView
43APRIL - MAY 2012Decoding the Hedge Fund MirageView
44MARCH - APRIL2012Changing Landscape of The Financial Planning IndustryView
45FEBRUARY - MARCH 2012Financial Plan Review - Assessing Progress and SuitabilityView
46JANUARY - FEBRUARY 2012The Changing Role of Real EstateView
47DECEMBER 2011 - JANUARY 2012Beyond PlaningView
48NOVEMBER - DECEMBER 2011Evolution of Professional PracticeView
49OCTOBER - NOVEMBER 2011Addressing Gen - Y : Getting them while they’re YoungView
50SEPTEMBER - 2011Financial Freedom In Retirement - Helping Your Clients Get The Most From RetirementView
51AUGUST - 2011The Importance of Behavioral Finance -
Help your clients make the right financial decisions
View
52JULY - 2011All in The Family - The Growth of Family OfficesView
53JUNE - 2011Maneuvering a Tight SpotView
54MAY - 2011Living Benefit Insurance How Non - Life Insurance Can Fortify Financial PlansView
55APRIL - 2011Asset Allocation Optimization - A Holistic Approach to Investment PlanningView
56March - 2011Changing role of Life Insurance AdvisoryView
57FEBRUARY - 2011The Alternative Allure: Advising on Alternative Asset ClassView
58JANUARY-2011Crystal Gazing 2011 - Bridging The Trust DivideView
59DECEMBER - 2010Give Your Practice The Technology PushView
60November - 2010A New Approach to Life Stage PlanningView
61October - 2010Insurance Distribution Channels - Advisory To Become CrucialView
62September - 2010Retirement Planning - Getting It RightView
63AUGUST - 2010Take Your Practice onto the Next LevelView
64July - 2010Evolving Business Models In Indian Mutual Fund IndustryView
65June - 2010Financial Literacy - Shaping Financial BehaviorView
66May - 2010Solving the Health Care Puzzle in Financial AdvisoryView
67April - 2010Build A Real Estate AdvisoryView
68January - March 10What to Look for in 2010View
69OCT-DEC 2009The New Tax Code, New Confusions – How It Will Affect You And Your Clients…View
70July - September 2009Right Attitude For Right Practice - Progressing From Selling to CounselingView
71April - June 2009Evolution Of Indian Retail Banking - From Transaction Based to AdvisoryView
72January - March 2009Changing Outlook of The Indian Financial Services IndustryView
73October - December 2008Discovering The Financial DNA Of ClientsView
74July - September 2008Shaping Your Practice To Next LevelView
75March - June 20086 Growth Factors Driving the Financial Planning ProfessionView
76Jan - March 2008Career Opportunities For Young Financial PlannersView
77July - December 2007Is it Time For Free Advice?View
78January-June 2007It’s Time For MetamorphosisView
79October-December 2006India and the Property DisciplineView
80July-September 2006Establishing a Consumer Centric Financial Services Delivery InfrastructureView
81January-June 2006Pension Management in India on The Path to ReformsView
82October-December 2005Financial Planning as Change Agent In The Personal Financial LandscapeView
83July-September 2005Masters of The New DominionView
84April-June 2005Risks in Retirement BenefitsView
85January-March 2005Understanding Investor PsychologyView
86October-December 2004Financial Planning... A Process to Help You to Meet Your Life Goals...View



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