Introduction to financial planning (New Delhi Taxman's Publications (P.) Ltd., 2007)
ABC of the Indian Financial and investment industry Participants in the Indian financial system Indian economic environment Indian social environment and financial planning Effective communication in financial counselling Introduction to investments Meetings clients need trough financial planning Recommending financial planning strategies to investors Regulation of the Indian Financial system Introduction to financial planning Risk management and insurance products Fundamental investment concepts The economic environment Assest classes Investment products Taxation Estate planning Towards a financial plan
Includes appendices.
Keywords: ECONOMICS; FINANCIAL PLANNING; WEALTH CREATION