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Learn the art of Financial planning

Are you a Business Owner wanting to learn how to build an investment portfolio? Have you set your financial goals yet? If Not, Dhan Nu Vavetar will Help you to plan and achieve Those Financial Goals.

DeepakDhabalia
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Learn the art of Financial planning

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  1. BASICS OF INVESTMENT PLANNING BY DHAN NU VAVETAR

  2. People usually think it is possible to fulfill all their aspirations and dreams only with High Salary or having family inheritance. Being a Wealth Multiplication Company, we don’t think so. Everyone can achieve their goals…

  3. DO YOU KNOW HOW?

  4. THROUGH STRATEGIC FINANCIAL PLANNING

  5. WHAT IS FINANCIAL PLANNING? Financial planning is an ongoing process of accomplishing your financial goals by making optimum use of various investment options available. It requires a disciplined money management.

  6. WHAT IS FINANCIAL PLANNING? Financial Planning is not only about money, it is about your life, about fulfilling your wishes, dreams, aspirations and your enjoyment in achieving them.

  7. FINANCIAL PLANNING PROCESS FORMULA CR + IO = FG Current Resources (CR) I Investment Options (IO) I Financial Goals (FG)

  8. THE ROLE OF A FINANCIAL PLANNER • The Financial Planner begins with understanding your current financial circumstances. • He then makes a note of your financial goals and its priorities.

  9. THE ROLE OF A FINANCIAL PLANNER The planner then recommends the right plan with a proper asset allocation, executes and implement the strategy on a constant basis.

  10. THE ROLE OF A FINANCIAL PLANNER Think that’s all? Let me tell you, that’s not all. Backed with their knowledge and expertise they keep on reviewing the investments regularly.

  11. THE ROLE OF A FINANCIAL PLANNER A Financial Planner helps you to rebalance your portfolio from time to time based on your changing life style and investment opportunities.

  12. THE FINANCIAL PYRAMID • The Financial Pyramid is the most essential part of the Financial Planning process. • It is the only picture to help you understand the necessary steps to reach Financial Freedom.

  13. INVESTMENT CHOICES INVESTMENTS RISK FREE ADEQUACY RISK INSURANCE FIXED DEPOSIT EQUITY MUTUAL FUND POST OFFICE PF GOLD COMMODITY PPF ULIP

  14. TWO ASSET CATEGORIES AND IT’S CHARACTERISTICS

  15. RISK-FREE INVESTMENT • These schemes offers guaranteed return with very low risk and liquidity, which varies from high to low. • The main purpose of these schemes is to provide a fixed regular earning and security. HIGH-RISK INVESTMENT • These schemes offer high returns with low risk in long-term and high risk in short term. • Wealth creation is only possible through Risk Based Investment. • Among the asset categories, Equity has highest returns in case of long term investment.

  16. VISIT DHANNUVAVETAR.COM TO MASTER THE LANGUAGE OF MONEY OR GET IN TOUCH WITH THE EXPERT WEALTH MULTIPLIERS 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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