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 lecture note covers the following topics: Important functions of
Financial Management, Concepts of Annuity and Perpetuity, Sources of Finance and
Cost of Capital or Financing Decisions, Capital Expenditure Decisions or Long
term Financial Decisions and Dividend Decisions, Working Capital Management or
Liquidity Management.