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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
