Financial Planning: A Ready Reckoner deals with every aspect of financial planning, including ethics. It not only tackles the question about the need for financial planning but also delves into the basics of mathematics for financial planning, including how to calculate future value, present value of a one-time investment.
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Specifications
Book Details
Publication Year
2016 October
Table of Contents
1. Introduction to Financial Planning, Financial Mathematics—I, Financial Mathematics—II, Personal Financial Ratios, Retirement Planning, Various Products Available to Save and Withdraw for Retirement, Solved Numericals on Retirement Planning, Mutual Funds, Insurance, Case Studies for Practice
Net Quantity
1
Contributors
Author Info
Madhu Sinha is professor and trainer in Financial planning, Retirement Planning, Wealth Management, Mutual Funds, Portfolio Management and Behavioral Finance etc. She has been imparting training to executives at Banks, Mutual Funds and Insurance companies. She also counsels investors on Financial Planning and Wealth Management on NDTV Profit and ZEE Business. Previously, she was senior manager at UTI Mutual Fund and has over 20 years of experience in investment advisory and client management. She has also worked with the State Bank of India. A Certified Financial Planner and Certified International Wealth Manager, she has a PG Diploma in financial management, CAIIB and a B Com (Hons) degree.