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    Reason for financial planning Reason for financial planning Presentation Transcript

    • FROM THE DESK OF RISHI KHANNAReason for Financial Planning.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNAIn today’s time a Human Being is surroundedby tensions and wishes / desires.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNATensions are:Ongoing Childs’ School / College / Institution Fees,Job and Financial Security ,Loans, Credit Card payment, EMI’s,Increasing Costs of Living,Unwanted / Emergency Expenses,etc…etc….FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNADesires / Wishes are: Dream Home / Car, Child’s career setup (Education / Marriage), Family Vacation / Holidays, Early Debt / Loan Repayment, Maintaining a better Lifestyle, Secured Retirement Life, etc…etc….FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNAA proper Financial Planning will help you toaccomplish your desires & wishes of life.This will also help you to reduce your tension of life.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNA• What is Financial Planning.?FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNA• Financial Planning is the process of meeting yourlife goals through the proper management ofyour finances.• It allows you to understand how each financialdecision you make, affects other areas of yourfinances.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNARole of Financial Planner :• What I as a Financial Planner will do.?• How will I be able to help you.?FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNAThe Planner:I, Rishi Khanna is a Certified Financial PlannerCM fromFinancial Planning Standard Board India (FPSBIndia) and also Masters in Commerce from MumbaiUniversity.I am working in Financial Service industry from morethan a decade and serving more than 200 clients.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNAMy Role:• I will be with you to accomplish your desiresand wishes which can be fulfilled byplanning, implementing and monitoring itperiodically.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNACore areas i focus while advising a FinancialPlan to my clients. Insurance Planning, Asset Allocation, Retirement Planning, Goal Based Planning, Taxation Planning, Cash Flow Management.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNASteps used in Financial Planning Establishing your Financial Goals, Gathering relevant data, Analyzing and evaluation of the data & your financialstatus, Developing and presenting Financial Planningrecommendations, Implementing the Financial Planningrecommendations, Monitoring the implementation of the Financial Plan.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNAYour Role:• You as an Investor have to trust in me and believe in mywork.• You will have to disclose all the facts related to theplanning and define measurable goals.• You will have to implement the plan made specially foryou to accomplish your financial needs.• You have to systematically invest money and maintainpatience, till time period of the goal to be achieved.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNAAdvantage:• By proper way of Financial planning, you will be ableto create wealth for you and your family needs.• This will also allow you to control your finances andyou will utilize it properly.• And, you will start living your life to the fullest andtension free…FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNAThus working together will help us to create astrong relationship between us forever……FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNARISHI B. KHANNA, CFPCMCertified Financial PlannerCMTEL No.- 9821248481 / 8080715551.Website: www.rbkfinancialservices.comEmail ids: khanna.rishi@mtnl.net.inrishibkhanna@gmail.comNOTE:The Views, Schemes, and Comments are expressed by Rishi B. Khanna .Neither any organisation nor any company is responsible for the same.FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE
    • FROM THE DESK OF RISHI KHANNARegards,FINANCIAL PLANNING, INSURANCE,INVESTMENTS, REAL ESTATE