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PRESENTATION
ON FAMILY WELFARE ECONOMICS
OBJECT OF PRESENTATION
TO EMPOWER YOU FOR SYSTIMATIC INVESMENT OF FINANCIAL PLANNING
STATISTICAL DATA OF RETIRED PEOPLE
5% WERE MAINTAIN STANDARD OF LIVING
23% STILL WORKING FOR SURVIVAL 9% DEAD 63% DEPEND ON CHILDREN AND
CHARITY
WHERE YOU WANT TO BE IN THIS DATA?
FAMILY WELFARE ECONOMICS
A SCIENTIFIC APPROACH OF FINANCIAL PLANNING
IT GIVES FINANCIAL INDEPENDENCY TO OUR FAMILY IN CASE OF ANY
CRISIS
4 C OF FAMILY WELFARE ECONOMICS
CREATION OF INCOME
WHATEVER WE DO WE CREATE INCOME FOR FAMILY
CONSUMPTION OF INCOME
SPENT MONEY TO MAINTAIN TODAYS STANDARD OF LIVING
CONTINUATION OF INCOME
INCOME FOR THE FAMILY INSPITE OF ANY CONTINGENCY
3 MAJOR INTERVENTION STOPS THE INCOME
WE SHOULD HAVE FINANCIAL PLANNING
FOR CONTINUATION OF INCOME
INSPITE OF ANY INTERVATION
CONSERVATION OF INCOME
WEALTH ACCUMULATION AND ESTATE CREATION
WHY FINANACIAL PLANNING ?
IT HELPS YOU -TO SAVE ,
TO SPEND WISELY,TO INVEST, TO INSURE,
TO MAKE YOU FINANCIALY INDEPENDENT.
PROPER MIX OF INVESTMENT
WE HAVE TO FOLLOW FOOT BALL COURT RULE
FOOT BALL COURT RULE
FRONT LINE - 4 (ATTACKER)
MIDDLE ORDER -3
DEFENSIVE - 3
GOALEE - 1
HIGH YIELD , HIGH RISK ( SHARES , MUTUAL FUNDS)
HIGH YIELD , MEDIUM RISK (SIP , ULIP POLICY )
LOW RISK , MEDIUM YIELD ( PPF, FD, POST OFFICE,LIC WITH PROFIT)
TERM INSURANCE
SETTING FINANCIAL GOALS. PREPARING YOUR PLANS. IMPLEMENTING PLANS. MONITERING THE RESULTS. TAKING CORRECT MEASURES. CHANGING TACT IF REQUIRED.
FINANCIAL PROCESS.
FINACIAL GOALS
PREDICTABLE GOALS.
MARRIAGE. CHILD
EDUCATION. PURCHACE FLAT. CAR. RETIREMENT. CHILD
MARRIAGE.
UNPREDICTABLE GOALSCRITICAL ILLNESS.
DISABILTY.
UNTIMELY DEATH.
MOST RETIRED PEOPLE ARE DEPENDENT
BECAUSETHEY CONCENTRATE ON 2NDC
SOTHEY END WITH 2 C’S
CHILDREN AND CHARITY
COMPOUNDING POWERIF I WANT 50 LAKHS AT THE AGE 60 IF I START THE INVESTMENT ASSUMING INTEREST RATE 7% AT THE AGE 25 - RS 2760 PER MONTH AT THE AGE 30 - RS 4074 PER MONTH AT THE AGE 40 - RS 9542 PER MONTH AT THE AGE 45 - RS 15680 PER MONTH AT THE AGE 50 - RS 28700 PER MONTH EARLY START MORE THE RETURN YOU WILL RECIEVED
NO MONEY LEFT FOR INVESTMENT
BECAUSE WE DO INCOME - EXPENSES =
INVESTMENT IDEAL IS INCOME - INVESTMENT =
EXPENSES BECAUSE EXPENSES CAN REDUCE TO MEET
INCOME AVAILABLE AFTER INVESMENT
WE ARE HERETO
HELP YOU TO ANYLYSE AND PROVIDE
FINANCIAL PLANNINGTO MEET
YOUR DREAMS AND GOALS
TO ANALYSE AND PROVIDEFINANCIAL PLANNING
WE NEEDYOUR
INCOME,EXPENSES,INVESTMENT,LOANS , INSURANCE
THANK YOU
JAYNISH SHAH CALL ME NOW ON – 09324365226MAIL ME ON – [email protected]