INDEX

Sr. No. Activities Remarks Signature

1 Activity 1 A Survey on
Financial Planning

2 Activity 2 Report on
India’s Last 5 years
Current Account
Balance
3
Activity 3 - Book
Review

4 Activity 4 Software
Review (Zoho Books)

List of Figures

Fig 1.1: Why do you need to have financial plan………………………………………….2

Fig 1.2: Showing the age of respondents…………………………………………………..3
Fig 1.3 : Showing whether the respondents invest or not……………………………………3
Fig 1.4 : Showing time origin to invest of respondents……………………………………5
Fig 1.5: Showing the objective of the investment of respondents…………………………5
Fig 1.6: Kind of securities in which the respondents invest……………………………….6
Fig 1.7: Sector preferred by the respondents to invest………………………………….....6
Fig1.8: Describes the knowledge of respondents regarding investment…………………..7
Fig 1.9: Level of risk preferred by respondents……………………………………………7
Fig 1.10: Investment preferences of respondents………………………………………….8
Fig 1.11 Insurance policy/plan of respondents…………………………………………….8
Fig 4.1: Logo of Zoho Books……………………………………………………………..32
Fig 4.2: Desktop View…………………………………………………………………….34

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 List of Content

Activity 1 A Survey on Financial Planning

1.1 Financial Planning ...................................................................................................1
1.2 Objectives ................................................................................................................1

1.3 Interpretation............................................................................................................3

Activity 2 Report on India’s Last 5 years Current Account Balance

2.1 Balance of Payment (BOP)..................................................................................... 8
2.2 Current Account Balance ....................................................................................... 8
2.3 Reasons for India's Current Account Deficit........................................................ 10
2.4 Measures to reduce the current account deficit .................................................... 11

Activity 3 Book Review

3.1About the Author .................................................................................................. 28
Introduction........................................................................................................... 29
Chapter 1: No One's Crazy .................................................................................... 30
Chapter 2: Luck and Risk ..................................................................................... 30
Chapter 3: Never Enough ..................................................................................... 31
Chapter 4: Confounding Compounding ............................................................... 32
Chapter 5: Getting Wealthy vs. Staying Wealthy ................................................ 33
Chapter 6: Tails, You Win.................................................................................... 34
Chapter 7: Freedom .............................................................................................. 35
Chapter 8: Man in the Car Paradox ...................................................................... 35
Chapter 9: Wealth is What You Don't See ........................................................... 36
Chapter 10: Save Money ...................................................................................... 36
Chapter 11: Reasonable > Rational ....................................................................... 37
Chapter 12: Surprise ............................................................................................. 38
Chapter 13: Room for Error ................................................................................. 38
Chapter 14: You’ll Change .................................................................................. 39
Chapter 15: Nothing’s Free .................................................................................. 39
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 Chapter 16: You and Me ...................................................................................... 40
Chapter 17: The Seduction of Pessimism ............................................................ 40
Chapter 18: When You’ll Believe Anything ........................................................ 41
Chapter 19: All Together Now ............................................................................. 42
Conclusion & Learnings ................................................................................... 43-
44
Activity 4 Software Review (Zoho Books)
4.1 Introduction........................................................................................................... 18
4.2 Features................................................................................................................. 19

4.3 Working of Zoho Books ....................................................................................... 21

4.4 Steps to use Zoho Books ...................................................................................... 21
4.5 Companies that use Zoho Books .......................................................................... 22
4.6 Competitors of Zoho Books ................................................................................. 23
4.7 Subscription fee of Zoho Books ........................................................................... 24
4.8 Advantages of Zoho Books over its competitors ................................................. 24
Conclusion………………………………………………………………………..25

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