Category: Financial Planning

Procedure for Transmission of Shares, In the Event of Death of the Shareholder

Life is uncertain..But Death is certain Recently, an acquaintance had to undergo the process of transmission of shares when she lost her spouse to an unfortunate mishap. It is good to be aware of the process of transmission as documented by SEBI. I am putting this here for the benefit of our readers. “Transmission” is the terminology used […]

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National Strategy for Financial Education~Draft Released

In a speech in March 2010 (RBI-OECD Workshp) , the then Finance Minister of India, Pranab Mukherjee had said ” Financial literacy, and education, plays a crucial role in inclusion, inclusive growth and sustainable prosperity”. Well, today the draft strategy is released which lays down the Vision, Mission, Goals, Strategic Actions and various stakeholders (RBI, SEBI, IRDA, […]

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Financial Planning Workbook from NISM ~ An Excellent read

The Financial Planning Workbook has been jointly developed by the National Institute of Securities Markets (NISM) and Financial Planning Corporation (India) Pvt. Ltd (FPCIL) to assist candidates in preparing for the non-mandated Certified Personal Financial Advisor (CPFA) Examination. NISM is an educational initiative by SEBI. It covers various Concept of Financial Planning , Managing Investment Risk ,Measuring […]

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