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.