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4 FINANCIAL GOALS YOU SHOULD ALWAYS PLAN

Retirement, Kids education

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4 FINANCIAL GOALS YOU SHOULD ALWAYS PLAN

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  1. #4 Financial Goals You Should always Plan

  2. # 1 Retirement Challenges How to Plan • Inflation- Prices of Daily needs going UP STEP 1- Find the Monthly Amount you require STEP 2- Add rate of Inflation • Which product to choose- What is right product to invest for my retirement Funds STEP Investment products as per your Risk Profile 3- Find Right mix of • Taxes- Taxes could eat into my retirement savings returns STEP 4- Start Saving Regularly with an SIP periodically and review

  3. #2 Vacation Challenge How to Plan • Rising Travelling cost going up Costs – Hotels and STEP 1- Find the Frequency of Vacations. Yearly/Bi-yearly etc. • Frequency present hectic lifestyle we often plan for short vacations every six months of Vacations- With STEP 2- Expected expense per vacation added with inflation STEP 3- Start amount vacation expenses SIP for the right cover whole to life

  4. # 3 Kid’s Education Challenge How to Plan • Costly Education- Child Education gets costlier STEP 1- Find the Amount of the Total Education charges as per present cost • Non Extendable – Education Goal cannot be delayed . STEP 2- Add Inflation and Taxes rescheduled and STEP 3- Start Saving in an SIP and review periodically

  5. # 4 Lifestyle Challenge How to Plan • Inflation- Lifestyle products are getting costlier STEP 1- Keep 5% of monthly savings in a Separate Savings funds • Unplanned lifestyle expenses are Unplanned and are more buying's expenses- Most of STEP 2- Invest this Fund in Long term SIP of Impulsive STEP 3- Withdraw the money as and when required

  6. We Offer Advisory Fees Rs. 365 Per Annum Customized advise only for you Customized , unbiased Wealth Management @Rs. 1 per day Regular Review and Rebalancing Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Substantial Savings in Commission ( Optional)

  7. Our Approach 1 2 3 4 5 Financial Goals Knowing- Risk Profiling Knowing- Right Portfolio Buy/ Sell Regular Monitoring Investment Products right as per risk profile With least Brokerage & Commission Of Portfolio and Markets All Financial Goals of the life Risk Capacity- How much Risk you can afford to take The amount required to meet them Inflation adjusted Portfolio efficient which is tax With Nil hiddencosts Rebalance when required Investments Risk Attitude- How much Risk you want to take

  8. Financial Management @ Rs 1 per day Wealth Creation Advice Monthly Savings Advice Tax Saving Investments In case you want to invest Lump Sum In case you want to invest On Monthly basis In case you want to Make Tax Saving Investments Portfolio Restructuring Advice Online Transaction Goal Planning If you want to Restructure your portfolio In case you want to Plan your Financial Goals In case you want to Buy and Sell any product

  9. Why AdviseSure Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction. Simple & Easy Paperless Process Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office.. Multiproduct We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However you can also transact through us at substantial low Cost. Cost Effective Online Access You can manage your account from anywhere through multiple support points

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