Investment Planning Tax Planning and Estate Planning
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Note : The book"Investment Planning Tax Planning and Estate Planning" focuses on Indian debt market, types of debt securities, Repos, bond valuation and fixed income derivatives etc. This book also covers investment decision-making process, efficient market hypothesis, aspects of technical and fundamental analysis, Taxation aspects of wealth, Estate Planning Process and Strategies etc.This book is a course material provided by IIBF to the candidates appearing for the paper on “Investment Planning, Tax Planning and Estate Planning” under the “Advanced Wealth Management” examination. All keen learners of finance and financial services shall find this edition of the book valuable.
This book provides a comprehensive coverage of the securities market and related financial investment products. It focuses on Indian debt market, types of debt securities, Repos, bond valuation and fixed income derivatives etc. This book also covers investment decision-making process, efficient market hypothesis, aspects of technical and fundamental analysis, Taxation aspects of wealth, Estate Planning Process and Strategies etc.
This book is the course material provided by Indian Institute of Banking and Finance to the candidates appearing for the paper on “Investment Planning, Tax Planning and Estate Planning” under the ”Advanced Wealth Management” examination.
All keen learners of finance and financial services shall find this revised edition of the book valuable.
| Chapter No | Chapter name |
|---|---|
| Chapter: 1 | Investment Concepts, Asset Classes and Investment Products |
| Chapter: 2 | Investment Planning, Measuring and Analysis of Returns |
| Chapter: 3 | Investment Strategies and Portfolio Management |
| Chapter:3A | Technical Analysis |
| Chapter: 4 | Regulatory and Procedural Aspects of Financial Products and Services |
| Chapter: 5 | Taxation Aspects of Wealth |
| Chapter: 6 | Estate Planning |
| Appendix: 1 | Bond and Money Market Instruments |
| Appendix: 2 | Statistical And Mathematical Tools |
| Appendix: 3 | Risk And Return |
| APPENDIX: 4 | Portfolio Analysis & Selection |
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