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IIFA by Fincare Services
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IIFA by Fincare Services

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Transcript

  • 1. Romil Lakhani
  • 2. Phase 1 • Financial Planning – A Roadmap to IIFAPhase 2 • IIFA Direction – “Bachat Nivesh Badhat” Visualizing your visionPhase 3 • Concept Communication – IIFA Branding Ideas, Not Products.Phase 4 • Reinforcing your Queries – Q and A Dealing your queries, Drafting your lifestyles.
  • 3.  Where are you today? What is your current financial situation? Where do you want to get to? What is your vision of your future financial situation? Will you be able to get there? How do you plan to achieve your vision?
  • 4. Branding Ideas, Not Products. Bachat Nivesh Badhat
  • 5. Branding Ideas, Not Products. IIFA Family Investment Security Disability Life Cover Growth Assurance
  • 6. Fincare Services Wealth ManagersOffice : Plot No.286, Sanjivani Soc., Jawahar Rd, Pant nagar, Ghatkopar (E), Mumbai - 400 075.Ph. : (M) 98200 44651 (Tele/fax) 21022712 / 21022227Email : pradeep.lakhani@fincareservices.com romil.lakhani@fincareservices.comWebsite : www.fincareservices.com