This note covers introduction, Investor
profiling and personal taxation, Banking products and insurance in India,
Investment in equity and debt market, Used car and asset allocation and
rebalancing, Retirement planning and estate planning, Marketing of financial
products.
This note explains the following topics:
Administrative Function for Financial Plan, Financial Plan Type,
Financial Planning, Understanding Financial Planning, Create or Modify Plan,
Link Goals to Portfolio and Track Goals.
This note covers the following topics: The Finance Function, The
Investment Decision, Capital Budgeting, Finance Decision, Current Asstes
Management, Corporate Restructures.