Editorial K. Gopal
From the President Manoj Shah
Spiritual Heritage of India V. H. Patil
1. SPECIAL STORY : Wealth Management
1. HNI Wealth Management Mukesh Dedhia
2. Need for Wealth Management as a Specialized Discipline
– Growing Importance in India
Ranjeet S. Mudholkar
3. The client comes first ... Jayant R. Pai
4. Dealing with behavioural biases Parag Parikh
5. Relevance of General and Life Insurance in
Personal Financial Planning
Joydeep Roy
6. Importance of Balance Team Gaurav Mashruwala
7. Asset Allocation Kapil Narang
8. Managing Risk, Understanding Volatility and Significance of
negative Correlation Diversification, Risk Management and
Asset Allocation
ING Investment Management (I) P.L.
9. Description of Various Asset Classes – Local and Global
– Their Tax Efficiencies
Mukesh Dedhia
10. Role of structured products in protecting assets and
delivering returns
Feroze Azeez
11. Role of private equity and other alternative investments Ashish Kodnani
12. Free or fee based advice Kartik Jhaveri
13. One generation plants trees, another gets the shade Sandeep Nerlekar
14. Philanthropic Advisory Amit Trivedi
15. Increasing Role of a family office Shrikant Kane
16. Family Constitution for Successful Business Families Sunil Shah
17. Importance or relationship strength between the client and
the advisor
Vikas M. Sachdeva
18. Tax Planner – Income Tax : How much do you need to pay? Kanu Doshi
2. Professional Ethics – A dying concept Yash Bharadwaj
High Court Ashok Patil
Tribunal Reepal Tralshawala
Statutes, Circulars & Notifications Sunil K. Jain


Case Law Update Tarunkumar Singhal & Sunil Moti Lala


Central Excise and Customs – Case Law Update Hasmukh Kamdar
VAT Update Nikita Badheka & Janak Vaghani
Service Tax – Statute Update Rajkamal Shah & Naresh Sheth
Service Tax – Case Law Update Bharat Shemlani

6. Corporate Laws

Company Law Update Janak C. Pandya

7. Other LAWS

FEMA Update Mayur Nayak, Natwar Thakrar & Pankaj Bhuta
8. BEST OF THE REST Ajay Singh
9. ECONOMY & FINANCE Rajaram Ajgaonkar
10. Your questions & our answers V. H. Patil
11. THE CHAMBER NEWS Hitesh Shah & Paras Savla
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