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Financial Planning

Financial Planning. A continuous process through which a planner helps his client to achieve his life goals These goals may be: Retirement Planning Children Education Tax Planning Liability Management Insurance needs & Analysis, etc. Dharmesh C Timbadia , CFP CM. Financial Planning.

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Financial Planning

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  1. Financial Planning • A continuous process through which a planner helps his client to achieve his life goals • These goals may be: • Retirement Planning • Children Education • Tax Planning • Liability Management • Insurance needs & Analysis, etc.. Dharmesh C Timbadia, CFPCM

  2. Financial Planning Dharmesh C Timbadia, CFPCM

  3. Financial Planning Dharmesh C Timbadia, CFPCM

  4. Retirement Planning? Dharmesh C Timbadia, CFPCM

  5. Why Retirement Planning??? Dharmesh C Timbadia, CFPCM

  6. Questions People face… Dharmesh C Timbadia, CFPCM

  7. Wealth Creation Dharmesh C Timbadia, CFPCM

  8. Principles of Building Wealth Dharmesh C Timbadia, CFPCM

  9. The Simplified Maze…… Dharmesh C Timbadia, CFPCM

  10. Challenges Dharmesh C Timbadia, CFPCM

  11. The Simplified Maze…… Dharmesh C Timbadia, CFPCM

  12. Case Study - Inflation Dharmesh C Timbadia, CFPCM

  13. FP and Investment Planning Dharmesh C Timbadia, CFPCM

  14. Asset Classes Dharmesh C Timbadia, CFPCM

  15. FP and Insurance Planning Dharmesh C Timbadia, CFPCM

  16. Human Life Value Dharmesh C Timbadia, CFPCM

  17. Calculation.. Dharmesh C Timbadia, CFPCM

  18. Types of Plans.. Dharmesh C Timbadia, CFPCM

  19. TAX Planning and FP Dharmesh C Timbadia, CFPCM

  20. I want to Buy a Car Dharmesh C Timbadia, CFPCM

  21. Cost of Ownership Dharmesh C Timbadia, CFPCM

  22. Force Theory of Money Dharmesh C Timbadia, CFPCM

  23. What is Better?? Dharmesh C Timbadia, CFPCM

  24. Retire at 60!! Dharmesh C Timbadia, CFPCM

  25. Retire at 50!! Dharmesh C Timbadia, CFPCM

  26. Retire at 65!! Dharmesh C Timbadia, CFPCM

  27. Dharmesh C Timbadia, CFPCM

  28. Website to Visit For Financial Awareness: www.moneycontrol.com www.njfundz.com www.bseindia.com For Financial Planning: Dharmesh C Timbadia CERTIFIED FINANCIAL PLANNER CM (M/s. Parshwa Consultancy) 9321149200 / 9822149200. www.parshwaconsultancy.njfundz.com dharmeshCFP@gmail.com , dctimbadia@yahoo.com Dharmesh C Timbadia, CFPCM

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