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Financial Planning - an introduction (eBook)

Type: e-book
Genre: Business & Economics
Language: English
Price: ₹200
(Immediate Access on Full Payment)
Available Formats: PDF


This book will provide a good understanding of financial planning process, preparation of personal cash flow statement and net worth statement, financial products, methods to analyze and evaluate financial products.

About the Author

Abhiramula Moksha Kalyanram

14 years of industry experience as Consulting Research Analyst in Global Stock Investment markets, eloquent and diligent experience in delivering extempore Lectures in Financial Statement Analysis, Financial Risk Management, Tax laws, Financial Planning, Strategic Financial Management, Derivatives, Option Strategies, etc to MBA-Finance students that cater to the present industry demands.

1.5 yrs of experience as an establishing Certified Financial Planner

Global certification CFP (FPSB India) steering individuals towards meticulous personal financial planning to materialize all their financial achievements.

Online SAP FI CO trainer to SAP - FI & CO career aspirants from USA, UK and Australia.

Conducted several workshops to train students and working individuals on personal financial planning and wealth management

Excellent communication skills to deliver optimum information to the trainees.

Experience in evaluation of industrial standards in Financial Markets, researches and caters information that is in line with latest market trends.

Areas of Interests-

Direct & Indirect Tax Laws - Income Tax, Wealth Tax, Value Added Tax, Service Tax

SEBI Laws - Mergers & Acquisitions, Takeover code, Investor Protection Laws.

Accounting & Auditing - IFRS, Financial Statement Analysis, Forensic Accounting, Auditing & Assurance Standards.

Quantitative Methods - Probability, Sampling, Chi-Square Analysis, Regression models, Analysis of Variance.

Financial Markets - Equity Analysis & Valuation, Derivatives Analysis & Valuation, Investment Banking, Financial Risk Management, Option Trading Strategies.

Financial Planning - Risk Analysis, Health & medical Insurance, Insurance Gap Analysis, Human Life Valuation, Retirement Planning, Tax Planning, Estate Planning, Investment Planning, Portfolio construction & recommendations, Children Education Corpus assessment.

Financial Modeling - Advanced Excel, Excel with Macros, Excel with VBA.

Book Details

Number of Pages: 122
Availability: Available for Download (e-book)

Ratings & Reviews

Financial Planning - an introduction

Financial Planning - an introduction

(5.00 out of 5)

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1 Customer Review

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madhuri 10 years, 3 months ago

Re: Financial Planning - an introduction (e-book)

This book has presented the basics in financial planning in a very lucid and reader friendly method. The excel screenshots and steps have been a very great use to me. I am highly impressed with this book

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