Learn the art of Financial planning

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• BASICS OF
• INVESTMENT PLANNING
• BY DHAN NU VAVETAR

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People usually think it is possible to fulfill
all their aspirations and dreams only with High
Salary or having family inheritance.
Being a Wealth Multiplication Company, we dont
think so.
Everyone can achieve their goals
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DO YOU KNOW HOW?
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• THROUGH STRATEGIC
• FINANCIAL PLANNING

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WHAT IS FINANCIAL PLANNING?

• Financial planning is an ongoing process of
  accomplishing your financial goals by making
  optimum use of various investment options
  available. It requires a disciplined money
  management.

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WHAT IS FINANCIAL PLANNING?
Financial Planning is not only about money, it is
about your life, about fulfilling your wishes,
dreams, aspirations and your enjoyment in
achieving them.
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FINANCIAL PLANNING PROCESS FORMULA

• CR IO FG
• Current Resources (CR) I Investment Options
  (IO) I Financial Goals (FG)

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THE ROLE OF A FINANCIAL PLANNER

• The Financial Planner begins with understanding
  your current financial circumstances.
• He then makes a note of your financial goals and
  its priorities.

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THE ROLE OF A FINANCIAL PLANNER

• The planner then recommends the right plan with a
  proper asset allocation, executes and implement
  the strategy on a constant basis.

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THE ROLE OF A FINANCIAL PLANNER

• Think thats all?
• Let me tell you, thats not all.
• Backed with their knowledge and expertise they
  keep on reviewing the investments regularly.

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THE ROLE OF A FINANCIAL PLANNER

• A Financial Planner helps you to rebalance your
  portfolio from time to time based on your
  changing life style and investment opportunities.

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THE FINANCIAL PYRAMID

• The Financial Pyramid is the most essential part
  of the Financial Planning process.
• It is the only picture to help you understand the
  necessary steps to reach Financial Freedom.

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INVESTMENT CHOICES
INVESTMENTS
RISK FREE
ADEQUACY RISK
INSURANCE
FIXED DEPOSIT
EQUITY
MUTUAL FUND
POST OFFICE
PF
GOLD
COMMODITY
PPF
ULIP
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• TWO ASSET CATEGORIES AND
• ITS CHARACTERISTICS

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• RISK-FREE INVESTMENT
• These schemes offers guaranteed return with very
  low risk and liquidity, which varies from high to
  low.
• The main purpose of these schemes is to provide a
  fixed regular earning and security.

• HIGH-RISK INVESTMENT
• These schemes offer high returns with low risk in
  long-term and high risk in short term.
• Wealth creation is only possible through Risk
  Based Investment.
• Among the asset categories, Equity has highest
  returns in case of long term investment.

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VISIT DHANNUVAVETAR.COM TO MASTER THE LANGUAGE OF
MONEY OR GET IN TOUCH WITH THE EXPERT WEALTH
MULTIPLIERS
1313-14-15, Ghanshyam Enclave, Near Laljipada
Police Chowky, New Link Road,Kandivali (West),
Mumbai 400067. India.
91-22 60125600 I 91-22 28684215