“NRI Investments & Banking Provisions (July 23,2016)” and

Workshop
“Financial Plan on
Construction(July 30,2016)”,Mumbai
“Tax planning through
FPCIL is pleased to announce the workshop on “NRI Investments & Banking Provisions” by Mr. Balwant Jain to be held on July 23, 2016” and “Financial
Plan Construction” by Mr. Puttaswamy B Gowda to be held on July 30, 2016 . NRI Investments & Banking Provisions would highlight the options
of Investment that NRI’s have and also the support given by the Government. “Financial Plan Construction” is for the professionals who have gained

HUF and Private Trusts”

theoretical knowledge and want to improve practical knowledge & expertise to design and develop the Financial Plan for their clients. This intensive
workshop shall provide you deep insights of Financial Planning areas and shall take you to the practical learning via real life case study in developing the
plan and discover ways in which you can establish yourself as a proficient Financial Planner/Advisor.

WHO SHOULD ATTEND?

September 3, 2016 -New Delhi
• Entrepreneurs: This is suitable for entrepreneurs who are running the Financial Advisory/Financial planning business or wish to run a firm.
• Corporate: Corporate working in Wealth Management/Portfolio Management/Financial Planning Division/Real Estate/Insurance & MF Advisors.
• Professionals: Candidates pursuing CFP Program, CFPCM Practitioners, CFAs, CA , CS, ICWA, MBA- Finance, IFAs, Financial Planner aspirant
etc
• Students: Wishing to make a career in financial services.

LEARNING OBJECTIVES:
Content to be covered in the workshop:
Content of the Workshop
Sr. No NRI Investments & Banking Provisions Financial Plan Construction
1 Residential status for taxation and investment purposes The concept of Financial Plan Construction.
Areas to be considered for drafting Financial Plan or Portfolio
2 FEMA provisions for investments, limits and repatriability
construction.
3 FATCA, CRS and DTAA Simulation with Real Life case study.
4 Types of accounts (NRE, FCNR, NRO, RFC, etc) Guide to build your own Templates.
FPCIL is pleased to announce the workshop on “Tax Planning Through HUF and Private
Content Trusts”
covered for professionals
– Insurance-need and tax payers
calculation, to get an in-depth
loan schedules,
knowledge 5 and skills on understanding the
Capital Gains structure for NRIs concept and modalititiues tax planning through HUF and creation of Private Trusts.
Investments approach, Asset allocation, Retirement corpus This workshop will help
the participants understand the benefits of tax planning and the methodology for achieving thisTaxation
calculation, through etc.
the medium of HUF and Private Trusts.
6 Acquisition and Sale of immovable property Goal based Financial Planning.
WHO SHOULD ATTEND?
Mutual Fund products – investment provisions especially NRIs
• Entrepreneurs :
7 This is suitable for entrepreneurs who are running the Financial Preparation of alternatives
Advisory/Financial and presentation
planning of thetoPlan
business or wish run a firm.
from US
• Corporate : Corporate working in Wealth Management/Portfolio Management/Financial Planning Division/Real Estate/Insurance & MF Advisors.
8
• Professionals MFs and Insurance
: Candidates – TDSCFP
pursuing and Program,
Repatriability
CFPCMof funds
Practitioners, CFAs, CA , CS, ICWA, MBA- Finance, IFAs, Financial Planner aspirant etc
• Students 9 Bequeath and Estate Planning
: Wishing to make a career in financial services.
10 Returning NRIs and their investment options
LEARNING OBJECTIVES:
A) Content to be covered in the workshop: DATE:
DATE: 23rd July,2016 (Saturday) & 30th July,2016 (Saturday)
CONTENT OFRd,THE WORKSHOP September 3rd, 2016
VENUE: Mirage Hotel, Andheri - Kurla Marol, Andheri East, Near Marol Naka Metro Station Mumbai, Maharashtra 400059 (Saturday)
Sr.No “Tax Planning Through HUF and Private Trusts”
VENUE:
1
SPEAKERS’ Law Governing
PROFILEPrivate Trust a Hindu Undivided Family. Hotel Regent Grand,
2 Income tax Provisions applicable for HUF and Private Trust. 2/6, East Patel Nagar,
3 Tax benefits available for HUF and Private Trusts. Opp. Metro Pillar No.167,
Mr. Balwant Jain New Delhi – 110008
4
Balwant Provisions
Jain is a rank as holder
regardsCA filing
andofCS
income taxbatch.
of 1983 returnsBefore
for HUF and corporate
joining Private Trusts.
sector, he ran his own consultancy firm for over 2 decades. Presently
Mr.6Jain isDocumentation
working as Company for Private trust and
Secretary care to beOxygen
of Bombay taken. Corporation Limited after having worked for 8 years as CFO & Company Secretary of
ApnaPaisa.com which is India’s leading price and features comparison engine for various Personal Finance Products. He has been regularly published in
leading business
SPEAKER’S and mainline dailies and electronic media like DNA, Business Standard, Financial Express, Indian Express, Tribune, Business Bhaskar,
PROFILE:
• Times
Dr. of
AmitIndia, Moneycontrol.com,
Bagga Indivatvnews.com,
is a qualified Chartered Accountant from housing.com etc. His
the Institute articles areAccountants
of Chartered regularly published
of Indiain magazines
and like “Finapolis”
Cost Accountant from theand “Financial
Institute of Cost
Planning
and WorksJournal”. He regularly
Accountants appears
of India. on TV shows
Additionally, he isasa Ph.D.
an expert
and on personal
Masters finance on from
in Commerce Zee business and income
the University tax on CNBC Awaaz. He regularly
of Delhi.
• answers
He is income tax query
Senior Partner and participates
at N.B& co. a CA firmin live chat on income
, Financial tax and
Consultant insurance
at Grace on Moneycontrol.com
Advisor and Oriel Consultancy He was a visiting
Services Pvt.faculty on NMIMS
Ltd., Trainer withon
ICICI
“personal
Securitiesfinancial planning”
&Strategic subject for &
HR Consultant, MBA (Banking)
Member Course.
of Wealth He has delivered
Management committeemanyAt lectures on subjects
ICAI, having related with
a rich experience ofpersonal
more than finance.
22 years in Corporate
Training- Cost Analysis, Tax Consulting , Portfolio Advisory , Forex Services & Risk Management .
• Mr.HePuttuswamy
is also VisitingBProfessor
Gowda at various top notch Institutions for last more than 18 years. MFC(Delhi University), Mdi Gurgaon , IIFT, FORE SCHOOL,
ICAI,ICWAI, IMI,ICICI
Mr. Puttuswamy B Gowda, MBA, Securities.
APFP, He has been
CPCM, CPTA, involved
CPT, DTMin Derivative
& CFP : isStrategies, Account
a Practicing Planning,
Certified Monitoring
Financial of Finance
Planner with and Audits,
total experience of Financial
more
Project Analysis, Budgeting, Forecasting and Financial Management.
than 13 years in Personal Finance advising people on various aspects of Financial Planning which includes Insurance Planning, Retirement Planning,
• Education
He has aPlanning,
knack of Tax making complex
Planning& financepeople
advising issue look simple
to invest in and easyAsset
Various to understand
Classes &&investment
has conducted various
products likeManagement
Life Insurance, Development programs –
General Insurance,
Wealth
Mutual Management,
Funds, Financeetc.
Shares & Realty forCurrently
Non-Finance he isManagers,
ManagingFinancial
& AdvisingRiskalmost
Management,
more than Financial Planning,
600 Families. He Management
is also working Accounting,
as a Visiting Security
FacultyAnalysis
for
& Portfolio Management. Taxation Laws etc.
International College of Financial Planning teaching various subjects of Finance & Financial Planning for MBA in Financial Planning & CFP Students.
• He Some of the organizations
is an Authorized Resource where
Personhe of has
FPSBconducted training are: Bank of America, HUDCO, Herbal Life, Unicharm India, Roop Auto, Bajaj Capital,
India as well.
Ennexco Engineering, UCO Bank, Oriental Bank of Commerce, Lord Krishna Bank ,Akon International (U.S.A. Inc) Ennexco Engineering Pvt. Ltd. ,
Pepsico., Gurgaon ,Britannia industries ltd.,. Etc.
PROGRAM SCHEDULE
PROGRAM SCHEDULE:
09.30 am to 10.00 am Registration
09.30 am to 10.00
10.00 am to 1.00 pm am Registration & Breakfast
Session I
10.00 am to 11.15
01.00 pm to 02.00 pmam Session I … Networking Lunch
11.15 am to 11.30
02.00 pm to 03.15 pmam Tea Break Session II
11.30 am to 01.00
03.15 pm to 03.30 pmpm Session I continued
Hi Tea
01.00 pm to 2.00 pm
03.30 pm to 05.00 pm Networking Lunch II continued
Session
02.00 pm
05.00 pm to 03.15 pm Session II…Close of Session
PARTICIPATION
03.15 pm to 03.30 pm Hi Tea
FEE:
03.30 pm to 05.30 pmPROCEDURE:
REGISTRATION Session II continued INR. 3500/- + ST
05.30
• pm
Participation Queries
Fee: INR. 3500/- + ST i.e INR 4025/- per delegate for attending any one workshop. i.e INR 4025/-
• If you wish to attend both the workshops, the Participation fee would be (INR 3200/+ST) per delegate per workshop i.e INR. per delegate for
7360/- for
two
REGISTRATION
workshops.PleasePROCEDURE:
write to: (GROUP DISCOUNTS AVAILABLE) attending the
workshop.
• Please write to:Payal: (payal@fpsbindia.org), 9833293298
Sajju: (sajju@fpsbindia.org),
Shimpi: (shimpi@fpsbindia.org), 9820582723
+91 7836870102
• Mention the Name of participant, Mobile
Mohit: (mohit@fpsbindia.org), +91 9899237879 no. & Email id.
• • Mention
Demandthe Draft
name/ Cheque favoringMobile
of Participant, ‘FPCIL’no.
payable at Mumbai
& Email to communication
id in your be sent to Mumbaiandoffice at theofaddress
backside mentioned below:
the Cheque/DD.
•
• Demand Draft / Cheque favoring ‘FPSB India’ payable at Mumbai to be sent in Delhi at the address mentioned below:
“FPSB India, 916, 9th Floor, “702,Indra
7th Floor, Leela
Prakash Business
Building, Park, Andheri-Kurla
21,Barakhamba Road, Andheri
Road, Connaught (E),
Place, NewMumbai - 400 059”
Delhi-110001”
You also have an option to make Online Transfer. We request you to kindly let us know your convenience regarding the payment through NEFT.
• Feesinclude:
• Fees include: Morning
Morning Tea-Breakfast,
Tea-Breakfast, Lunch,
Lunch, Evening
Evening Tea
Tea and
and Stationery.
Stationery.
• Note: 5 CE points shall be granted to CFP Certificants attending this workshop
CM

Note: The participants are expected to carry a laptop and a pen drive for the workshop.
5 CE points shall be granted to5 CE CFP Certificants
POINTS shall attending
be grantedthis workshop.
to CFP CM
Certificants attending this workshop.