A  Wealth Management & Financial Planning Firm Equity  I  Commodity  I  Currency  I Mutual Funds I Real Estate I  Bonds & ...
Agenda <ul><li>OVERVIEW OF THE COMPANY </li></ul><ul><li>SERVICES OFFERED </li></ul><ul><li>INTRODUCTION TO FINANCIAL PLAN...
Overview of the Firm <ul><li>Marwah Financial Services is an emerging financial services Firm offering Personalized Invest...
Core Team Click on the sign above to see Public Profiles <ul><ul><li>Abhishek Marwah is a Certified Personal Financial Adv...
Media Coverage  Delhi based Entrepreneur Abhishek Marwah, On providing affordable and authentic investment advice! Marwah ...
A wide range of products <ul><li>Services offered  </li></ul><ul><ul><li>Trading & Investments </li></ul></ul><ul><ul><li>...
Wishes <ul><li>I wish I could…. </li></ul><ul><li>Own a luxurious home </li></ul><ul><li>Enjoy vacation at exotic places <...
Reality <ul><li>Reality is….. </li></ul><ul><li>My salary is increasing only by 5-10%, where is the promotion </li></ul><u...
What is the Solution Mutual Funds
Financial Planning Mutual Funds Financial Planning is the process of meeting your life goals through the proper management...
Financial Planning: A snapshot Mutual Funds Financial Planning  actually involves 6 simple steps following which you can g...
A comprehensive financial plan is a document that helps you get a clear understanding of your financial position now and o...
<ul><li>Ensure reasonable balance between outflow and inflow of funds so that financial stability is maintained </li></ul>...
<ul><li>Initial Interview to analyze your current financial situation and set goals </li></ul><ul><li>Data Gathering and A...
<ul><li>You may not have time and expertise to plan for their goals  </li></ul><ul><li>You are unable to accumulate saving...
<ul><li>Make informed decision about your money and how it can be used to best advantage </li></ul><ul><li>Develop a sound...
We are your one stop shop for all your financial needs….
<ul><li>Best of class services at your fingertips  </li></ul><ul><li>Highest priority placed on safety of Client’s capital...
<ul><li>So many people pluck numbers out of the air and so many advisors sell the easiest products or the products that pa...
Contact Information  Abhishek Marwah Founder & CEO M :  +91 9311572247 E-mail:  amarwah@marwahfinancial.com Marwah Financi...
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MFS - Financial Planning

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  • Transcript of "MFS - Financial Planning"

    1. 1. A Wealth Management & Financial Planning Firm Equity I Commodity I Currency I Mutual Funds I Real Estate I Bonds & IPO’s I Financial Planning Presentation on Financial Planning
    2. 2. Agenda <ul><li>OVERVIEW OF THE COMPANY </li></ul><ul><li>SERVICES OFFERED </li></ul><ul><li>INTRODUCTION TO FINANCIAL PLANNING </li></ul><ul><li>WHY GET A FINANCIAL PLAN </li></ul><ul><li>CONSTRUCTING A FINANCIAL PLAN </li></ul><ul><li>ROLE OF A FINANCIAL PLANNER </li></ul><ul><li>WHY DO YOU NEED A FINANCIAL PLANNER </li></ul><ul><li>WHY MARWAH FINANCIAL </li></ul>
    3. 3. Overview of the Firm <ul><li>Marwah Financial Services is an emerging financial services Firm offering Personalized Investment Services in Financial Planning, Wealth Management, Equities (trading and investments), Mutual fund Advisory, Insurance Advisory etc </li></ul><ul><li>The portfolio of services offered by Marwah financial range from vanilla Financial services including equity trading , mutual funds, fixed income instruments, insurance, tax planning etc to more customized financial planning, portfolio management and future and options services </li></ul><ul><li>Marwah Financial delivers financial services to its clients in conjunction with internationally recognized organizations like including MF Global, HDFC, SBI etc </li></ul>Vision <ul><li>To become a preferred and a respected financial service organization for clients </li></ul><ul><li>Acting as one stop shop for all the financial needs of retail and high net worth clients in the Indian financial markets </li></ul><ul><li>Provide most useful and profitable investment solutions and thereby enabling wealth creation for the clients </li></ul><ul><li>Value driven approach to growth and client service </li></ul>About Us
    4. 4. Core Team Click on the sign above to see Public Profiles <ul><ul><li>Abhishek Marwah is a Certified Personal Financial Advisor (CPFA) and NSE Certified Market Professional (NCMP) </li></ul></ul><ul><ul><li>Founded Marwah Financial with the vision to create an integrated, customer focused financial services firm </li></ul></ul><ul><ul><li>Over 6 years of experience in the Indian Financial Markets </li></ul></ul><ul><ul><li>MBA in Finance ; NSE certifications in Capital Markets, Derivatives and AMFI Mutual fund Advisory </li></ul></ul><ul><ul><li>Over 5 years of experience in the Indian Financial markets; Over 3 years with a well known brokerage house </li></ul></ul><ul><ul><li>Fundamental and technical expertise in equity trading and investments, especially F &O strategies in the Indian Financial markets </li></ul></ul>Amit Marwah, CFA Head – Business Strategy <ul><ul><li>MBA in International Business from Delhi School of Economics; CFA Charter holder from CFA Institute, United States </li></ul></ul><ul><ul><li>Over 5 years of domestic and international experience with renowned organizations like Mckinsey & Company, Kotak Mahindra Bank, DTZ Investment Advisory </li></ul></ul><ul><ul><li>Currently Working as the Senior Manager, Strategic Partnerships and Investments with a Venture Capital company in the Middle East </li></ul></ul>
    5. 5. Media Coverage Delhi based Entrepreneur Abhishek Marwah, On providing affordable and authentic investment advice! Marwah Financial, CEO and Founder Abhishek Marwah tells Jayshree Pyasi that affordable and authentic advice is their key differentiator. In an interview with Yogita Khatri of myiris.com, Abhishek Marwah, founder & CEO, Marwah Financial  Get authentic financial services at Marwah Financial  Click on Icons to read the complete interviews
    6. 6. A wide range of products <ul><li>Services offered </li></ul><ul><ul><li>Trading & Investments </li></ul></ul><ul><ul><li>F & O strategies </li></ul></ul><ul><ul><li>Mutual Funds – Equity, Debt, Balanced etc </li></ul></ul><ul><ul><li>Exchange Traded Funds </li></ul></ul><ul><ul><li>Debt Funds, Fixed Maturity Product (FMP’s), Corporate FD’s, Bonds </li></ul></ul><ul><li>Short listing of suitable properties, </li></ul><ul><li>Comparisons of multiple properties, site visits, qualitative and quantitative market analysis </li></ul><ul><li>Recommendations and best of class services, suited to the specific needs of the individual customers </li></ul><ul><li>Financial Planning </li></ul><ul><li>Tax Planning </li></ul><ul><li>Estate Planning </li></ul><ul><li>Insurance Planning </li></ul><ul><li>Gold Trading </li></ul><ul><li>CrudeTrading </li></ul><ul><li>Agri-Trading </li></ul>Products & Services Equity & Debt Financial Planning Real Estate Commodities
    7. 7.
    8. 8. Wishes <ul><li>I wish I could…. </li></ul><ul><li>Own a luxurious home </li></ul><ul><li>Enjoy vacation at exotic places </li></ul><ul><li>Buy a big car </li></ul><ul><li>Provide best school education to my kids </li></ul><ul><li>Have early retirement </li></ul><ul><li>Could create enormous wealth </li></ul>
    9. 9. Reality <ul><li>Reality is….. </li></ul><ul><li>My salary is increasing only by 5-10%, where is the promotion </li></ul><ul><li>EMI increase has made never ending repayment </li></ul><ul><li>Loaded with heavy CC bills </li></ul><ul><li>A medical emergency drag you by 2-3 years </li></ul><ul><li>Cost of education is increasing by 10% annually </li></ul><ul><li>Ad hoc investment in market has increased losses. </li></ul>
    10. 10. What is the Solution Mutual Funds
    11. 11. Financial Planning Mutual Funds Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement
    12. 12. Financial Planning: A snapshot Mutual Funds Financial Planning actually involves 6 simple steps following which you can gain Financial Independence.
    13. 13. A comprehensive financial plan is a document that helps you get a clear understanding of your financial position now and on into the future. In this way, a financial plan provides peace of mind and clarity about what lies ahead. How does it do this? By mapping out definitive ways for you to achieve your goals and dreams. What is a Financial Plan
    14. 14. <ul><li>Ensure reasonable balance between outflow and inflow of funds so that financial stability is maintained </li></ul><ul><li>To achieve financial goals such as buying a home, child education, protecting your family through insurance, investing your hard earned money, managing debt or planning for your retirement </li></ul><ul><li>You have financial decision to make but need a roadmap to implement and monitor them effectively </li></ul><ul><li>While enjoying your holidays you don’t want to be worried about your cash-flows. </li></ul><ul><li>Reduces uncertainties with regards to changing market trends </li></ul><ul><li>Once you have financial stability in life you focus much better on your professional career </li></ul>Why Get a Financial Plan
    15. 15. <ul><li>Initial Interview to analyze your current financial situation and set goals </li></ul><ul><li>Data Gathering and Analysis </li></ul><ul><li>Draft Plan Review Interview </li></ul><ul><li>Preparing the Plan </li></ul><ul><li>Plan Review </li></ul><ul><li>Plan Implementation </li></ul><ul><li>Regular Follow up to monitor the progress </li></ul>What’s the process of getting a comprehensive financial plan?
    16. 16. <ul><li>You may not have time and expertise to plan for their goals </li></ul><ul><li>You are unable to accumulate savings because of cash flow problems. </li></ul><ul><li>You have identified your objectives but don’t know how to achieve them. </li></ul><ul><li>You have invested but not sure whether it will fulfill your objectives. </li></ul><ul><li>You need a roadmap but are unable to draw. </li></ul>Why do you need a financial planner
    17. 17. <ul><li>Make informed decision about your money and how it can be used to best advantage </li></ul><ul><li>Develop a sound financial plan covering all aspects of your financial well-being (from wealth creation to wealth protection) </li></ul><ul><li>Choose products that meet your specific needs </li></ul><ul><li>Review your financial plan situation on a regular basis and revise it as necessary </li></ul>Role of a Financial Planner
    18. 18.
    19. 19. We are your one stop shop for all your financial needs….
    20. 20. <ul><li>Best of class services at your fingertips </li></ul><ul><li>Highest priority placed on safety of Client’s capital </li></ul><ul><li>Regular Reporting and follow up via email, phone calls, SMS etc </li></ul><ul><li>All documentation and handling of paperwork at your doorsteps </li></ul><ul><li>Customized and simplified advice for each client </li></ul><ul><li>Competitive brokerage/fees </li></ul><ul><li>Well trained, courteous and highly responsive staff. </li></ul><ul><li>High Quality Research Reports on equity and commodities </li></ul><ul><li>One stop shop for entire range of saving and investment services – Equity, Debt, Commodities, Real Estate </li></ul><ul><li>Team of Qualified and experienced professionals - MBA, CFA and CFP’s </li></ul>Why Marwah Financial
    21. 21. <ul><li>So many people pluck numbers out of the air and so many advisors sell the easiest products or the products that pay them the most. Most clients I work with in preparing a financial plan have the wrong investments, insurance, loans , or all three </li></ul><ul><li>Our Question is always - How can we know what to recommend to you, if we don’t first understand your financial situation? </li></ul><ul><li>When we develop a comprehensive financial plan for our clients, we know what they truly want and need. That means we can go out to the entire market to find the solutions that are a perfect match. </li></ul><ul><li>We break the complex world of finance down into smaller, bite-sized pieces for our clients and they find it much easier to understand financial planning and implement a financial plan. </li></ul>Our Philosophy as a financial planner
    22. 22. Contact Information Abhishek Marwah Founder & CEO M : +91 9311572247 E-mail: amarwah@marwahfinancial.com Marwah Financial Services (MFS India) 719, Amba Tower, D.C Chowk, Sector-9, Rohini, Delhi-110085 India Board: +91.11.47016500 [email_address] http://www.marwahfinancial.com/ Dipin Kwatra Head, Trading and Investments M : +91 9810063616 E-mail: dipin@marwahfinancial.com

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