Certified Financial Planner in delhi | Financial Advisor - PowerPoint PPT Presentation

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Certified Financial Planner in delhi | Financial Advisor

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Financial planning is must in this digital age. You receive your salary every month, just saving is not enough. That money has to be invested so that it can earn more money for you. A Systematic Investment Plan (SIP) also called `the good EMI’ helps you do just that. SIP is a method of investing a fixed number of an amount, regularly, in a mutual fund scheme. – PowerPoint PPT presentation

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Title: Certified Financial Planner in delhi | Financial Advisor


1
WEALTHCARE SECURITIES PVT. LTD
  • Relationship beyond investment
  • Mr. Mukesh Gupta
  • Connect with us at www.wealthcareindia.com
  • Contact us 9871090316

2
ABOUT US-
  • Financial planning is processes of creating a
    framework for achieve your own life goals like
    education, marriage, retirement or vacation.
    Financial planning is a process that involves
    meeting relevant information, setting financial
    goals. Thats why you should do your financial
    planning as soon as possible. Wealthcare provides
    you all types of facilities whatever you need in
    your financial planning. To Know More
    wealthcareindia.com

3
Why Financial Planning is must in this Digital
Age?
  • In this digital age where the use of mobile apps
    and smartphones have increased more than the
    traditional laptop computers. It is the right
    time to use them for systematically in managing
    our finances to better secure our future
    investment and track their status on regular
    basis. Most of the Banks and financial institutes
    are now adapted to the latest internet
    technologies for making their facilities better
    and run 24x7 for the ease of use. Now even mutual
    funds, investment banks and planning is also done
    online to further revolutionize the finance
    industry. Wealthcare India is one of the top
    Financial Planning Company that offers guidance
    and platform to create wealth creation for your
    future.

4
Life Goals
Life will give you different choices and
circumstances as you go through it. Each
individual will set their specific goals as per
earning potential. These goals can be short and
long term depending on their nature which needs
to be taken care of appropriately. Car loans,
renovations funds, yearly admission funds and
monthly expenses can be short term while
Education loans, retirement funds, home mortgage,
and wealth management are usually long term
financial goals. A Certified Financial Planner
can help you prepare a small plan that will take
care of your all expenses, investments and funds
to secure your future systematically.
5
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