Publications

Product Maze- Choosing Financial Products

The 'One size fits all' approach doesn't work in financial planning. Your investment portfolio must be aligned to your risk profile, personal financial situation and life goals. Therefore, what your actually choose to invest into does really make a difference to your financial health. Given the importance of this decision, this book leads you to the approach for determining the right mix of investments suited to your specific goals. The various cases will give you a practical solution to some tricky financial situations. This book is a good read for financial advisors who distribute mutual fund products to retail customers and individuals looking to build and manage their personal investment portfolio using various asset classes. 

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Wisdom & Wealth - How to Construct Your Investment Portfolio

Constructing a solid portfolio is all about finding the right blend of investment options and balancing risk with rewards. Therefore, a basic understanding of risk and return is a must before making any investment decisions. This book explains how you can construct an optimal mix of investment options aligned to your life goals and risk preferences by following a systematic practical approach. You will be able to appreciate the twin benefits of risk mitigation and returns enhancement that a combination of asset classes allow. This book is a good read for financial advisors who distribute mutual fund products to retail customers and individuals looking to build and manage their personal investment portfolio using various asset classes.

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Funds ka Funda- An Easy Guide to Invest in Mutual Funds

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Market Mantra - Your Guide to Tracking Equity and Debt

Smart investment requires a sound knowledge of asset markets and instruments and the ability to track and assess various market indicators. This book explains the primary and secondary markets for debt and equity, the different instruments that are issued and traded in these markets, and the basic processes of trading and settlement. You will be introduced to key indicators tracked in the capital market, and simple techniques to measure returns on mutual funds. This book is a good read for financial advisors who distribute mutual fund products to retail customers and individuals looking to build and manage their personal investment portfolio using various asset classes. 

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Finding Your Fund- Choose Your Mutual Funds Wisely

Selling mutual funds involves a thorough understanding of interpretation of returns, assessing the risks with respect to a portfolio, positioning the right fund taking into consideration the risk- return profile of the investor. It deals with assessing suitability of different mutual fund products for investor needs and positioning debt, equity and hybrid funds to investors. The book also deals with interpreting key product information, return information and risk ratios. This book is a good read for financial advisors who distribute mutual fund products to retail customers and individuals looking to build and manage their personal investment portfolio using various asset classes. 

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NRIs - Now Rigorous Investors

Non resident indians are a special category of investors. Their investments in financial products are governed by RBI, FEMA and exchange control guidelines. This book focuses on the key aspects that one needs to understand when it comes to NRI investments.  It deals with basics such as what constitutes a "NRI" and the different investment products in which NRIs can invest. it also explains the taxation aspects and operation nuances with respect to NRI investments.

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Understanding Mutual Funds

The book is an authoritative reference that covers the new NISM - Series V-A Mutual Fund Distributors Examination (MFD) curriculum. This examination is mandatory for independent distributors and advisors and employees in sales, distribution and customer service functions of mutual funds, banks, broking houses and distribution companies.

Contributing Author(s): Uma Shashikant, Sunita Abraham, Arti Anand Bhargava and Girija Gadre

The book covers all aspects of the Indian Mutual Fund industry with focus on mutual fund products, their structure, portfolios and risk and return features.

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