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Wealth Engine
Indian Financial Planning and Wealth Management Handbook
Sundar Sankaran Wealth Engine : Sundar Sankaran : Vision Books : Book (ISBN: 8170948355)
Pages: 360
Price: Rs. 599
Format: Paperback
ISBN13/10: 9788170948353 / 8170948355
Availability: Yes
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Table of Contents

How to turn your savings into wealth

Profitable investing is the key to converting savings into wealth. For this, you require a clear financial plan, an understanding of various investment products — and timely action. This innovative handbook is a comprehensive guide to the entire process of wealth building and wealth management:

  • Wealth Engine highlights the risks and returns from all the popular investment classes, including equity, debt or income investments, gold, real estate, art, etc.;

  • It provides a wealth of detail about the different products available in each investment class, along with their actual, sometimes startling, historical returns.

  • Shows you how to make and implement your financial plan to get rich.

Uniquely, the book looks at the world of personal finance and investments from an Indian perspective. It provides an innovative solution for weaving together all the elements of financial planning and profitable investing into an actionable programme, including cash flow planning, asset allocation, managing your liabilities and loans, estate planning, succession management and tax planning.

Moving smoothly between a bird's eye view and a worm's eye view, the author provides a 360-degree perspective on financial planning and wealth management and shows how your personal wealth engine can make you rich.

Written by the author of the bestseller Indian Mutual Funds Handbook, this book is destined to become an investment classic.


"A comprehensive book from a professional who has seen it all in the financial world"  — Mani Subramanian, CEO, Barclays Bank PLC, India

"Wealth Engine uses data and intuitive analytical frameworks to force you to re-think some of the fundamental assumptions in the street."  — Deepak Chatterjee, MD & CEO, SBI Funds Management Pvt. Ltd.

Sundar Sankaran

Sundar Sankaran is founder-director of Advantage-India Consulting Pvt. Ltd. (www.advantage-india.com) a 20-year old strategy consulting and knowledge incubation boutique. He has also founded finberry academy pvt ltd (www.finberry.org) and Stratberry Publishing (www.str atberry.com).

Sundar is renowned as an effective trainer, who can simplify concepts, and catalyse learning through linkages with day-to-day examples. He operates with equal ease at macro-level perspective programs as well as micro-drill-down programs. His programs, which cover the entire range from leadership to product to selling, are not merely for knowledge dissemination; they seek to bring change within participants, so that they are enthusiastic about the desired behaviour.

Wide experience across geographies, markets and products have helped Sundar conceptualise several unique seminars and workshops in the areas of strategy, economics, finance and financial markets. Within mutual funds, financial planning and wealth management, his programs span products, business development, selling skills, legalities and high-end data analytics.

Over the years, Sundar has trained over 20,000 participants belonging to leading mutual funds, including Kotak Mahindra, Fidelity, Standard Chartered, Canbank, Tata, LIC, UTI, SBI, HDFC, Optimix and BOB; banks, including Kotak Mahindra Bank, SBI, ICICI, HDFC, Citi, Deutsche, Standard Chartered, ABN Amro, Corporation Bank, Bank of Rajasthan, Bank of Baroda, Bank of India, PNB and State Bank of Hyderabad; financial product distributors, including Kotak Securities, JM Morgan Stanley Distribution, ICICI Capital, Cholamandalam Distribution, NJ IndiaInvest, Birla Sunlife Distribution, Integrated Finance and Bajaj Capital; and the media, including The Times of India, The Economic Times, Financial Express, Business Line, CNBC, across a range of innovative programs.

Sundar is a prolific writer. He has developed the courseware and examinations for over twenty certifications offered by apex education bodies such as SEBI’s National Institute of Securities Market (NISM), National Stock Exchange’s NCFM and Indian Institute of Banking and Finance.

Sundar provides consulting and research inputs to leading corporations on their corporate structure, business plan, financial structure, performance management systems, product portfolio, channel management, customer insights, learning models and technology strategies.

Sundar has worked in senior capacities at Bajaj Auto and Kotak Mahindra. His hands-on feel of financial markets and industry is well complemented by his academic qualifications from IIM Ahmedabad (1988), IIT Bombay, RA Podar College, Mumbai, Associate of the Institute of Company Secretaries of India (1992) and Associate of the Institute of Cost Accountants of India (1988).

His other passions include reading, Indian classical music and travel.

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