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TOP 4 FINANCIAL GOALS , EVERYONE SHOULD PLAN

Why Goal planning is important ? Which are top 4 financial goals? What are challenges and steps of Goal Planning? Goal Planning, Kids education planning, retirement planning, Vacation planning, SIPs, Mutual fund, Inflation,<br>

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TOP 4 FINANCIAL GOALS , EVERYONE SHOULD PLAN

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  1. #4 Financial Goals You Should always Plan

  2. # 1 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

  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. Get Right Portfolio Allocation FREE Start Now Continue reading…

  5. # 3 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

  6. # 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

  7. Right 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 Know right Investment Portfolio for your Profile Start Now

  8. Our 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 Start Now No Minimum investment Substantial Savings in Commission ( Optional)

  9. 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

  10. 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

  11. AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing personal finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, stock broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment. AdviseSure Investment Advisors CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India ------------- Website : www.advisesure.com Email: care@advisesure.com

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