| Issue Name: | DECEMBER 2011 - JANUARY 2012 |
| 1 | EDITOR SPEAK | | Ranjeet S Mudholkar, CFPCM | | 2 | CHARTER MEMBER SPEAK | “The emergence of CFPCM certification over the last few years has been encouraging and FPSB India plays an important role in building a base of well qualified financial planners.” | Message By : Vivek Kudva Managing Director - India and CEEMEA Franklin Templeton Investments | | 3 | READER’S FORUM | Letters to the Editor | | | 4 | INDUSTRY STATS | Industry Statistics | | | 5 | FP REPORTER | ●Small Savings Rekindle Interest ●Insurance Aggregators face Tough Days Ahead ●Easy Entry for foreign investors ●Bancassurance Draft Norms ●Third-party Motor Pool May be Dismantled ●Pension Bill Reality ●Conservative Illustration Rates ●Listing Rules for Insurance Companies ●High Frequency Trading | | | 6 | FOCAL POINT | Beyond Planning | Narayan Krishnamurthy | | 7 | THOUGHT LEADER | Interview with: | George Kinder, CFP®, RLP® Founder Kinder Institute of Life planning | | 8 | INVESTMENT PLANNING | Small Savings Revamp - Managing Clients Portfolios | Udayan Ray, CFPCM Editor Outlook Money | | 9 | RETIREMENT PLANNING | New Pension Scheme - Financial Planners can make a difference | Arnav A Pandya, CFPCM | | 10 | GOLD INVESTING | Various Avenues for Investing in Gold | Joydeep Sen, CFPCM Senior Vice President-Advisory Desk-Fixed Income BNP Paribas Wealth Management | | 11 | EQUITY INVESTING | Risk Management in Equity Investing | Dr. (Col) KK Goel, CFPCM Executive Director Unique Health & Wealth Consultants Pvt. Ltd. | | 12 | FPSB INDIA EVENT | Financial Planning Congress 2011 organised on December 18, 2011 | | | 13 | PRACTICE AREA | Financial Planning for NRIs | Suresh Sadagopan, CFPCM Principal Financial Planner Ladder7 Financial Advisories | | 14 | MY STORY | Institutional Financial Planner | Akhil Chaturvedi, CFPCM Vice President - Retail Sales (West & South) Daiwa Asset Management (I) Pvt Ltd. | | 15 | MY STORY | Independent Financial Planner | Hemant Beniwal, CFPCM Principal Financial Planner Ark Financial Planners | | 16 | TAX QUERY CORNER | Questions and Answers on Taxation | Tax Expert from S. C. Vasudeva & Co. | | 17 | EDUCATION PROVIDERS’ DIRECTORY | | | | 18 | CFPCM CERTIFICANTS’ DIRECTORY | | | | 19 | CONTINUOUS EDUCATION QUIZ | | |
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