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
