Presentation by Ramesh Hegde

IFA & CERTIFIED FINANCIAL PLANNERCM

Sharing Of Personal Life

Personal Information.Before IFA, What Was My Business?Inspiration to Start Financial Planning.

Strength Of My Business Educate Myself/Improve My Knowledge Continue Education to Customers, Communities like CA, Advocate,

Govt.Officers, Doctors & others. More than 5000 people participated in education programme till date.

More than 550 people have already started investment under advisory.

Programme given in DD Chandan TV Channel in regional language to make it available for wide range of people in Karnataka.

Continuously participating in Distributor Development Programmes. Today my AUM in Mutual Funds is ~ Rs.60 crore and SIP/month is

~Rs.50 lakhs. Total Asset managed by me is ~Rs.310 crores. (Including Bonds & Other Assets as on 30.06.2016) .

Continuous Follow Up……

Understanding The Objectives Of Asset Class...

Why Real Asset & Gold ? Why Debt ? Why Equity ?

Understand Needs Of Customers/Make them to Set their financial Goals. By Doing this, they Understand that they are responsible for their financial life…..

Managing the Risk. Reducing the Risk.

Dealing with Risk

Making Diffrence in Following Areas:

Current Expenses v/s Future Expenses. Savings v/s Investments. Equity v/s Equity Mutual Fund. FD v/s Debt Instruments (Fixed Income

Assets). PF v/s ELSS. How to buy Insurance?.

Power Of Declaration:

Experience Action Result

Where Is The Success..? Declaration. Action. Produce Result. Don’t get Defocused by gossips & other

News. No Technology Replaces the advisors, but

Advisors with Technology Will Replace Advisors.

Thank You….