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10 WHYS” YOU NEED TO KNOW FOR FINANCIAL PLAN

Financial Management is the process of transforming existing assets into new, as well as the analytical techniques needed to support this process, for the purpose of wealth creation in modern, capitalistic economies.

DeepakDhabalia
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10 WHYS” YOU NEED TO KNOW FOR FINANCIAL PLAN

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  1. “10 WHYS” YOU NEED TO KNOWFOR AFULL-PROOF FINANCIAL PLAN

  2. WHAT ARE THE 10 TOP-MOST FINANCIAL GOALS I NEED TO ACCOMPLISH?

  3. WHAT IS MY CURRENT NET WORTH?

  4. HOW MUCH SHOULD I SAVE OR SPEND TO MEET MY FINANCIAL GOAL?

  5. DO I HAVE A PROPER FUND ARRANGEMENT FOR EMERGENCY?

  6. IF SOMETHING WERE TO HAPPEN TO ME, WILL MY FAMILY BE ABLE TO PUT EVERYTHING TOGETHER?

  7. DOESLONG-TERM INVESTMENT PLANNING  MAKE SENSE FOR ME?

  8. IS THERE ANYTHING ELSE I CAN DO TO REDUCE MY INCOME TAXES?

  9. WHAT IS MY RISK TOLERANCE?

  10. WHAT HAS BEEN MY RATE OF RETURN OVER THE YEARS?

  11. IF YOU THINK YOUR FINANCIAL PLANNING IS NOT DESIGNED TO MEET YOUR FINANCIAL GOALS VISIT DHAN NU VAVETAR 1313-14-15, Ghanshyam Enclave,Near Laljipada Police Chowky, New Link Road,Kandivali (West), Mumbai – 400067. India. +91-22 60125600 I +91-22 28684215

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