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H D Consultants is one of the leading consulting firm which I came across for Investment and Wealth Creation in Ahmedabad. They provide one stop solution for Mutual Funds, Life Insurance , Retirement Planning, Child Education Planning, Tax Planning.
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Investor Awareness Program Financial Freedom through Successful Investment An investment in Knowledge Always pays the Best Interest ! - Benjamin Franklin
Wealth Creation is a Process not an Event ! Call : 9925236750 Email : hd.consultants@hotmail.com
Human Nature & its Wants • Wants • Security • Comfort • Leisure • Love • Respect • Fulfillment • Nature • Laziness • Greedy • Ambition • Self – Interest • Ignorance • Vanity
What is Financial Planning ? Financial Planning is the process of meeting your life’s financial goals through the proper management of your finances. Call : 9925236750 Email : hd.consultants@hotmail.com
Do you see any similarity ? Traffic Investment There are certain guiding Principles. Call : 9925236750 Email : hd.consultants@hotmail.com
Understand Where we are Income Expense Savings Income – Expense = Savings Income – Savings = Expense Pay Yourself First !! Call : 9925236750 Email : hd.consultants@hotmail.com
Primary Objective of Life Call : 9925236750 Email : hd.consultants@hotmail.com
Life Goals Call : 9925236750 Email : hd.consultants@hotmail.com
Why Equity is Best ? Performance of 3 Listed Equity between 2000 -2015 Call : 9925236750 Email : hd.consultants@hotmail.com
If Equity is Best then Why People Fail • People fail in Equity due to • Lack of Knowledge • Lack of Sufficient Fund • Don’t have enough time • Try to Time the Market • Don’t Diversify • Take Emotional Decisions • Thought of Greed ( Overnight Crorepati) Call : 9925236750 Email : hd.consultants@hotmail.com
Call : 9925236750 Email : hd.consultants@hotmail.com
What is Mutual Fund ? • The money collected is then invested in financial instruments like shares, dividends and other securities. The income and capital appreciation realized are shared by its units holders in proportion to the number of units they own. • Investment in securities are spread over a wide cross section of industries and sectors reducing the risk of portfolio. Call : 9925236750 Email : hd.consultants@hotmail.com
Advantage of Mutual Fund • Professional Management Flexibility • Diversification Wide range of Scheme • Selection • Convenient Administration Well Regulated • Return Potential Qualified Advisors • Low Cost Tax Benefits • Liquidity Transparency Call : 9925236750 Email : hd.consultants@hotmail.com
SIPs – Drops of water make an Ocean • Systematic Investment Plan • Invest on a Monthly Basis • Directly gets Debited from Bank Account • Brings in Discipline about Investing • Rupee Cost Averaging at Work • Power of Compounding at Work • Excellent for achieving Medium and Long Term Financial Goals Call : 9925236750 Email : hd.consultants@hotmail.com
Case Study – Retirement Plan • Mr. Bhatt ( 31 Year ) • Mrs. Bhatt ( 31 Year ) • Requirement : - Mr. Bhatt wants to retire from active working life at the age of 50 year. He wants to continue same standard of living post his retirement. As of now he needs Rs. 50000 every month. Need investment solution which can give him enough money to maintain same standard of living after retirement.
Case Study - Calculation Monthly Income requirement with Inflation Effect : How much corpus do I require at the age of 50 year ? How much amount do I require to invest every month ?
PPF vs ELSS Call : 9925236750 Email : hd.consultants@hotmail.com
Growing SIP Calculator Tenure In Years SIP Increment Year on Year in % Expected Returns in % Maturity Amount SIP Amount
Cost of Delay One Day or Day One !! Choice is Yours .. Call : 9925236750 Email : hd.consultants@hotmail.com
Call : 9925236750 Email : hd.consultants@hotmail.com
How will you Plan Kankaria Lake Dubai Where do you require Diligent Planning ? Bigger / Longer the Dream more Diligent Planning is required. Call : 9925236750 Email : hd.consultants@hotmail.com
How to achieve Goal ? Start Early + Invest in Right set of Products + Save Regularly + Review your Plan and Stic to your Horizon of Investment = Goal Achievement
Contact : DarshanSolanki Mobile : 9925236750 Email : hd.consultants@hotmail.com Website : www.hdconsultants.co.in Call : 9925236750 Email : hd.consultants@hotmail.com
Call : 9925236750 Email : hd.consultants@hotmail.com