| Cover: | Right Selling – Creating Pathway for Win-Win |
| 1 | EDITOR SPEAK | | Ranjeet S Mudholkar, CFPCM | | 2 | CHARTER MEMBER SPEAK | | Message By : Suresh Mahalingam
Managing Director
TATA AIA Life Insurance Co. Ltd. | | 3 | INDUSTRY STATS | | | | 4 | FP REPORTER | - Mutual Fund Color Codes
- Small Savings gets Smaller
- IRDA to Review Insurance Brokers’ Regulations
- LIC-Default NPS Annuity Service Provider
- Monthly ULIP Yields
- IRDA Notifications
- Insurance Distributors’ Commissions Capped
- Sale done by Bancassurance Channel to be scanned by RBI
- FLSRC moots Super Regulator
- Consumer Awareness Campaign
- Bank KYC to Suffice Insurance Purchase
| Narayan Krishnamurthy | | 5 | LEGAL INSIGHT | Interview with | Mr. Sandeep Parekh
Founder, Finsec Law Advisors, and
Former Executive Director,
Securities and Exchange Board of India (SEBI) | | 6 | FOCAL POINT | Right Selling – Creating Pathway for Win-Win | Narayan Krishnamurthy | | 7 | TAX PLANNING | Union Budget 2013 - An Understanding | Sachin Vasudeva, CA
Senior Partner
S.C. Vasudeva & Co. | | 8 | OFFBEAT INSIGHTS | Financial Planning - Understanding the Role of Housewives | Vinay Kumar Dutta
Professor-Finance
Fore School of Management | | 9 | INSURANCE PLANNING | SMEs - Managing Risk through Insurance | Abhishek Bondia
Co-founder,
SecureNow Insurance Broker Pvt. Ltd. | | 10 | HEALTH INSURANCE | Health Insurance – Planning for Medical Exigencies | Pardhasaradhi Madasu, CFPCM
Associate Professor – Finance Area
Siva Sivani Institute of Management | | 11 | FIXED INCOME | Fixed Income Funds - YTM and Return Expectation | Joydeep Sen, CFPCM | | 12 | PLANNER’S DIARY | Investors’ Delusions | Suresh Sadagopan, CFPCM
Founder,
Ladder7 Financial Advisories | | 13 | EDUCATION PARTNERS’ DIRECTORY | | | | 14 | CONTINUOUS EDUCATION QUIZ | | |
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