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