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13/07/2026
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12/07/2026
First Principles to Practitioner-Grade Competence—One Workbook.
The Workbook Spanning 6 Modules & 20 Chapters from Financial Planning to Ethics, Featuring:
▸ Full Coverage—Personal Financial Planning • Indian Financial Markets • Investment Products • Managed Portfolios (MF, PMS & AIFs) • Portfolio Construction & Evaluation • Operations, Regulation & Ethics
▸ Concept-to-Application—Theory grounded in Worked Numericals and Real Household & Client Scenarios
▸ Spreadsheet-Based Computation—Step-by-Step Calculations built for Microsoft Excel/LibreOffice
▸ Regulatory Grounding through Real SEBI Enforcement Cases
▸ Chapter-wise Learning Objectives with Embedded MCQs & Case lets in Exam Format
▸ Mapped Exactly to the Official NISM Syllabus & Module-wise Weightages
Look inside the book here: https://taxmann.social/ih8du
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