Financial Planning In 20ties
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Financial Planning In 20ties

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  • International College of Financial Planning
  • ICFP.
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Financial Planning In 20ties Financial Planning In 20ties Presentation Transcript

  • “ At the stroke of midnight hour , when the rest of the world sleeps, India awakes with freedom.”
    • We with our ‘group 9’ members, wishing you all …..
    • “ A VERY HAPPY INDEPENDENCE
    • DAY.”
  • “ WHY IT IS IMPORTANT TO START FINANCIAL PLANNING IN 20ties.”
    • ?????
    • “ MONEY CAN’T BUY HAPPINESS, BUT THE LACK OF IT CAN BUY A LOT OF MISERY.”
    • Why Financial Planning ?
    • “ To transform a Good life to Great life.”
    • Some basic points:-
    • ► People have many needs.
    • ► Needs wants source.
    • ► For this source, requires funds.
    • ► For that fund we need planning.
    • ► Financial Planning denotes the process of determining whether and how an individual can meet life goals through the proper management of financial resources.
    • People in 20ties have many needs. e.g. -
    • ► Accumulating a deposit for a home,
    • ► Buying a car,
    • ► Goal of an overseas holidays,
    • ► The need to accumulate capital for retirement in 40 years or so,
    • ► Looking for some regular investment commitment.
  •  
    • Some common motivating factors for financial planning may include-:
    • ► Desire to make money quickly;
    • ► Desire to reduce tax paid;
    • ► Desire to protect against time off work due to sickness or accidents;
    • ► Desire to maximize employee and retirement benefits;
    • ► A saving plan;
    • ► Liability protection;
    • Conclusion-:
    • “ For such clients, a financial plan will centre on development of a plan to achieve both short and longer term goals.”
  • As we require an umbrella to protect ourselves from rain and scorching sun,
    • In the same way human life requires a proper financial planning to protect oneself and dependents from bad days.
    • “ THUS,
    • IT IS VERY IMPORTANT TO START FINANCIAL PLANNING IN 20ties .”
    • GROUP – 9.
    • MEMBERS ARE:-
    • ► BIMLENDU BIMAL
    • ► NAUSHAD AHMAD ANSARI
    • ► BRIJESH JOSHI
    • ► ASHWIN
    • ► NEERAJ KUMAR SINGH
    • ► ASHISH
    • THANK ING YOU