Financial Planning with Ajit Panicker

This blog by me would include the articles, notes and case studies written by me and articles authored by others from the same field. This would include financial planning, investment planning, insurance planning, savings planning, debt planning,consumption planning, tax planning, estate planning and retirement planning.

Wednesday, 17 April 2013

Cafe Mutual celebrates 5 years of Focus on Opportunity

Network FP Annual Conference 2012 gets bigger and better Team Cafemutual

Network FP Annual Conference modeled on the popular FPA conference held in USA ends on December 7 th . Over 150 enthusiastic advis...

SELLING INSURANCE IS A NOBLE PROFESSION

SELLING INSURANCE IS A NOBLE PROFESSION Authored by: Ajit Panicker Insurance is one highly paid job and one of the biggest ...

24 Mar 2013 06:00 PM How can an IFA build a clientele among women investors? Pallabika Ganguly

A different approach is needed to acquire and manage women investors, say financial advisors. Women face a number of unique risks --...

CFP group in Kolkata takes to the streets - Pallabika Ganguly

The campaign receives a positive response, as prospects discuss their financial needs with planners. In a bid to create interest amo...

Life of Advisor = Life of Pi who had to live with Richard Parker Suresh Sadagopan

Pi lived with a Bengal Tiger (Richard Parker) and its time we learn to adapt ourselves to regulations. Adaptation is an evolutionary ...

A client advisory board can help advisors grow their business Ravi Samalad

Advisors overseas use client advisory boards to get structured feedback from clients. Though, the concept is new to India, it is worth...

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