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About the book

An all-encompassing companion to understanding the nuances of the financial planning process.

This comprehensive text is the outcome of decades of teaching and practical experience of the authors in the field of financial planning. It is the first Indian adaptation of Practising Financial Planning for Professionals (now in its 11th edition in the United States), which is already a classic textbook. This adaptation has been carefully undertaken to suit the requirements of various courses on financial planning offered in India.

Key Features:

•  Extensive coverage of topics—from basics of planning process, insurance, investment to tax and retirement planning.

•  Indispensible resource to the students of PGDM (in financial markets, wealth management and financial services) and CFPCM.

•  Text interspersed with examples, cases/case-lets, quizzes, and tabular data.

•  Up-to-date coverage of financial planning essentials specific to the India context.