Personal Investment Planning - PowerPoint PPT Presentation

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Personal Investment Planning

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Title: Personal Investment Planning


1
W H Y Y O U N E E D P E R S O N A L I N
VEST M E N T PLA N N I NG
Deepak Dhabalia
2
H O W D O W E L O O K AT P E R S O N A L
I N V E S T M E N T
Im Too Young To Start Investing For Future
I Having Enough
Earning Power, I Dont Need Investing Planning
I Already Save Money I Dont Have Spare Money
To Save Or Invest
3
T H E S T O R Y J A I V E E R U
Jai Veeru Were Two Friends They Worked
Together In A Pharmaceutical Company
4

Both had comfortable lifestyle
International holiday
Luxurious house
Lavish car
5
T W O S C E N A R I O S
Jai
Veeru
Jai Was Easy To Go Types H e U s e T o S p
e n d Extravagantly, And Saved W h a t R e m
a i n e d A f t e r
He Use To Save First And Spend What Remained.
Every Month He Managed To Invest Rs.10,000/- For
His Future Goals
6
T W O S C E N A R I O S C O N T D
Sonu
They Both Were Good At Studies.
Sonu Was Jais Son
They Both Had Aspirations
Sonu Wanted To Become A Doctor, While Monu
Dreamt Of Becoming A Scientist
Monu
Monu Was Veerus Son
7
Jai
Jai Was Confident Of His Earning Power And
Did Not Saved Much For His Sons Higher
Education.
Veeru
Veeru Took Into Account Inflation And Invested
Through Goal Based Investing Approach.
8
Years passed by, soon their sons completed
their college. They
passed their entrance exams, and got admission.
However, the cost of education had increased.
9
Jai had to borrow money to fund his sons higher
education
On contrary, veeru had enough provision through
personal investing planning to fund his sons
higher education.
10
Jai realsied his mistake and wished he
could go back 30 years in time and invest some
of his money for important junctions
of his life
He wished he had done what his friend Veeru has
done
11
Veerus investment of just Rs.10,000/- per month
over last 25 years _at_ 10 p.a. is now worth over
Rs.1.30 crores
12
You Too Can Fulfill Your Future Goals Through
Systematic Personal Investing Planning
Know How?
13
1313-14-15, Ghanshyam Enclave,Near Laljipada
Police Chowky, New Link Road,Kandivali
(West),Mumbai 400067. India.
91-22 28684215
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