| Do you need financial Planning in India? | | | | |
| Stock market is giving y-o-y return more than | | | | Wealth planning with the help of investment |
| 40%. Personal finance management in India is | | | | advisor is the Solution for you. |
| just simple.You just pick up a mutual fund, | | | | |
| invest some Rs. 10000 and after 6 month you | | | | How Financial Plannercan help you? |
| are making profit Rs. 10000.If you sell all | | | | |
| the ancestral jewellery, you can make good | | | | Your financial dreams are:-a. Post tax |
| fortune. Bank is chasing you for money either | | | | retirement income Rs 1 lakh/month starting |
| for home loan or personal loan.Money is every | | | | from 2036b. Corpus of rs.20 lakhs for your |
| where. This is boom time for economy and you | | | | kids by 2016c. Corpus of Rs.10 lakh for your |
| do not really need Investment Advisor. You | | | | daughter marriaged. Corpus of Rs. 75 lakh to |
| need to make sound financial plan to win the | | | | start a business in 2014e. Family trip once a |
| odds using the predictability of your | | | | year. Budgeted cost Rs.1 lakh. |
| financial plan. | | | | |
| | | | A professional financial planner can help you |
| What you are doing with your Personal | | | | to achieve your dream. |
| Finance? Like other salaried person, | | | | |
| financial planning means tax planning for | | | | Assessment of your current finance by Wealth |
| you. You have invested in endowment insurance | | | | Planner |
| , unit link insurance, children's plan , real | | | | |
| estate, public provident fund, mutual funds, | | | | Observation by a wealth plannera. An |
| shares as per your friends advise. Still you | | | | excellent cash flow but not proper |
| have surplus money and you are clueless. | | | | investment.b. Sufficient cash reserves and |
| | | | good liquidity.c. Unbalance portfolio. It is |
| You are accustomed with hectic and lavish | | | | biased towards tax saving and real estate |
| life style also. You have a big dream to buy | | | | investment.d. Tax planning need to improve.e. |
| luxury car, world trip but do not know how to | | | | Insurance planning need to be improved.f. No |
| achieve your dream. | | | | Medical and house hold insurance. |