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Personal Financial Planning (Wealth Management)

Personal Financial Planning (Wealth Management)

$43.00
Author:S. Murali and K.R. Subbakrishna
ISBN 13:9789352739608
Binding:Softcover
Language:English
Year:2020
Subject:Commerce and Management

About the Book

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.