SlideShare a Scribd company logo
1 of 17
FROM THE DESK OF RISHI KHANNA
Reason for Financial Planning.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE
FROM THE DESK OF RISHI KHANNA
In today’s time a Human Being is surrounded
by tensions and wishes / desires.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE
FROM THE DESK OF RISHI KHANNA
Tensions 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 KHANNA
Desires / 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 KHANNA
A proper Financial Planning will help you to
accomplish 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 your
life goals through the proper management of
your finances.
• It allows you to understand how each financial
decision you make, affects other areas of your
finances.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE
FROM THE DESK OF RISHI KHANNA
Role 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 KHANNA
The Planner:
I, Rishi Khanna is a Certified Financial PlannerCM from
Financial Planning Standard Board India (FPSB
India) and also Masters in Commerce from Mumbai
University.
I am working in Financial Service industry from more
than a decade and serving more than 200 clients.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE
FROM THE DESK OF RISHI KHANNA
My Role:
• I will be with you to accomplish your desires
and wishes which can be fulfilled by
planning, implementing and monitoring it
periodically.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE
FROM THE DESK OF RISHI KHANNA
Core areas i focus while advising a Financial
Plan 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 KHANNA
Steps used in Financial Planning
 Establishing your Financial Goals,
 Gathering relevant data,
 Analyzing and evaluation of the data & your financial
status,
 Developing and presenting Financial Planning
recommendations,
 Implementing the Financial Planning
recommendations,
 Monitoring the implementation of the Financial Plan.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE
FROM THE DESK OF RISHI KHANNA
Your Role:
• You as an Investor have to trust in me and believe in my
work.
• You will have to disclose all the facts related to the
planning and define measurable goals.
• You will have to implement the plan made specially for
you to accomplish your financial needs.
• You have to systematically invest money and maintain
patience, till time period of the goal to be achieved.
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE
FROM THE DESK OF RISHI KHANNA
Advantage:
• By proper way of Financial planning, you will be able
to create wealth for you and your family needs.
• This will also allow you to control your finances and
you will utilize it properly.
• And, you will start living your life to the fullest and
tension free…
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE
FROM THE DESK OF RISHI KHANNA
Thus working together will help us to create a
strong relationship between us forever……
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE
FROM THE DESK OF RISHI KHANNA
RISHI B. KHANNA, CFPCM
Certified Financial PlannerCM
TEL No.- 9821248481 / 8080715551.
Website: www.rbkfinancialservices.com
Email ids: khanna.rishi@mtnl.net.in
rishibkhanna@gmail.com
NOTE:
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 KHANNA
Regards,
FINANCIAL PLANNING, INSURANCE,
INVESTMENTS, REAL ESTATE

More Related Content

Viewers also liked

Romania University of architecture and urban planning Ion Mincu
Romania   University of architecture and urban planning Ion MincuRomania   University of architecture and urban planning Ion Mincu
Romania University of architecture and urban planning Ion Mincustap milk
 
Financial planning process style 5 powerpoint presentation templates
Financial planning process style 5 powerpoint presentation templatesFinancial planning process style 5 powerpoint presentation templates
Financial planning process style 5 powerpoint presentation templatesSlideTeam.net
 
Life insurance in financial planning
Life insurance in financial planningLife insurance in financial planning
Life insurance in financial planningA.W. Berry
 
Issues in Insurance Planning
Issues in Insurance PlanningIssues in Insurance Planning
Issues in Insurance PlanningFPSNM
 

Viewers also liked (6)

Romania University of architecture and urban planning Ion Mincu
Romania   University of architecture and urban planning Ion MincuRomania   University of architecture and urban planning Ion Mincu
Romania University of architecture and urban planning Ion Mincu
 
Financial planning process style 5 powerpoint presentation templates
Financial planning process style 5 powerpoint presentation templatesFinancial planning process style 5 powerpoint presentation templates
Financial planning process style 5 powerpoint presentation templates
 
Mahabharat winning strategy
Mahabharat   winning strategyMahabharat   winning strategy
Mahabharat winning strategy
 
How much insurance
How much insuranceHow much insurance
How much insurance
 
Life insurance in financial planning
Life insurance in financial planningLife insurance in financial planning
Life insurance in financial planning
 
Issues in Insurance Planning
Issues in Insurance PlanningIssues in Insurance Planning
Issues in Insurance Planning
 

Similar to Reason for financial planning

Prudent Financial Plan
Prudent Financial PlanPrudent Financial Plan
Prudent Financial PlanPrudentFP
 
Fin win Financing Your Dreams - Gyaandeep - DEAL
Fin win Financing Your Dreams - Gyaandeep - DEALFin win Financing Your Dreams - Gyaandeep - DEAL
Fin win Financing Your Dreams - Gyaandeep - DEALDEAL Training Solutions
 
Expert role of c as in financial planning to help enrich the society
Expert role of c as in financial planning to help enrich the societyExpert role of c as in financial planning to help enrich the society
Expert role of c as in financial planning to help enrich the societyCA. (Dr.) Rajkumar Adukia
 
Financial planning final
Financial planning finalFinancial planning final
Financial planning finalMallesh P
 
Financial planning presentation
Financial planning presentationFinancial planning presentation
Financial planning presentationKirang Gandhi
 
New Microsoft PowerPoint Presentation (1)
New Microsoft PowerPoint Presentation (1)New Microsoft PowerPoint Presentation (1)
New Microsoft PowerPoint Presentation (1)MoneyMindz.com
 
Financial quiz
Financial quizFinancial quiz
Financial quizaarkays08
 
My Harvest Field Overview
My Harvest Field OverviewMy Harvest Field Overview
My Harvest Field Overviewcxc592
 
Financial planning..........
Financial planning..........Financial planning..........
Financial planning..........Adyanta FC
 
What Keeps You Up at Night
What Keeps You Up at NightWhat Keeps You Up at Night
What Keeps You Up at Nightbscoular
 
What Keeps You Up At Night?
What Keeps You Up At Night?What Keeps You Up At Night?
What Keeps You Up At Night?eaholland
 
WP Corporate Brochure - LOW RES
WP Corporate Brochure - LOW RESWP Corporate Brochure - LOW RES
WP Corporate Brochure - LOW RESBill Rainger
 

Similar to Reason for financial planning (20)

Final presentation
Final presentationFinal presentation
Final presentation
 
Financial Planning &Wealth Management
Financial Planning &Wealth ManagementFinancial Planning &Wealth Management
Financial Planning &Wealth Management
 
Prudent Financial Plan
Prudent Financial PlanPrudent Financial Plan
Prudent Financial Plan
 
Financial planning
Financial planningFinancial planning
Financial planning
 
Endorphin-Brochure-Web
Endorphin-Brochure-WebEndorphin-Brochure-Web
Endorphin-Brochure-Web
 
Financial Planning
Financial PlanningFinancial Planning
Financial Planning
 
Fin win Financing Your Dreams - Gyaandeep - DEAL
Fin win Financing Your Dreams - Gyaandeep - DEALFin win Financing Your Dreams - Gyaandeep - DEAL
Fin win Financing Your Dreams - Gyaandeep - DEAL
 
Expert role of c as in financial planning to help enrich the society
Expert role of c as in financial planning to help enrich the societyExpert role of c as in financial planning to help enrich the society
Expert role of c as in financial planning to help enrich the society
 
Financial planning final
Financial planning finalFinancial planning final
Financial planning final
 
Financial planning presentation
Financial planning presentationFinancial planning presentation
Financial planning presentation
 
Personal financial management !
Personal financial management !Personal financial management !
Personal financial management !
 
VeraVest
VeraVestVeraVest
VeraVest
 
New Microsoft PowerPoint Presentation (1)
New Microsoft PowerPoint Presentation (1)New Microsoft PowerPoint Presentation (1)
New Microsoft PowerPoint Presentation (1)
 
Financial quiz
Financial quizFinancial quiz
Financial quiz
 
Money matters 101 -a
Money matters 101  -aMoney matters 101  -a
Money matters 101 -a
 
My Harvest Field Overview
My Harvest Field OverviewMy Harvest Field Overview
My Harvest Field Overview
 
Financial planning..........
Financial planning..........Financial planning..........
Financial planning..........
 
What Keeps You Up at Night
What Keeps You Up at NightWhat Keeps You Up at Night
What Keeps You Up at Night
 
What Keeps You Up At Night?
What Keeps You Up At Night?What Keeps You Up At Night?
What Keeps You Up At Night?
 
WP Corporate Brochure - LOW RES
WP Corporate Brochure - LOW RESWP Corporate Brochure - LOW RES
WP Corporate Brochure - LOW RES
 

Recently uploaded

Lion One Corporate Presentation May 2024
Lion One Corporate Presentation May 2024Lion One Corporate Presentation May 2024
Lion One Corporate Presentation May 2024Adnet Communications
 
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance BookingCall Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Bookingroncy bisnoi
 
Call Girls Service Pune ₹7.5k Pick Up & Drop With Cash Payment 9352852248 Cal...
Call Girls Service Pune ₹7.5k Pick Up & Drop With Cash Payment 9352852248 Cal...Call Girls Service Pune ₹7.5k Pick Up & Drop With Cash Payment 9352852248 Cal...
Call Girls Service Pune ₹7.5k Pick Up & Drop With Cash Payment 9352852248 Cal...roshnidevijkn ( Why You Choose Us? ) Escorts
 
Webinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech BelgiumWebinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech BelgiumFinTech Belgium
 
Toronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdfToronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdfJinJiang6
 
VIP Call Girl in Mira Road 💧 9920725232 ( Call Me ) Get A New Crush Everyday ...
VIP Call Girl in Mira Road 💧 9920725232 ( Call Me ) Get A New Crush Everyday ...VIP Call Girl in Mira Road 💧 9920725232 ( Call Me ) Get A New Crush Everyday ...
VIP Call Girl in Mira Road 💧 9920725232 ( Call Me ) Get A New Crush Everyday ...dipikadinghjn ( Why You Choose Us? ) Escorts
 
Q1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdfQ1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdfAdnet Communications
 
VIP Independent Call Girls in Taloja 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Taloja 🌹 9920725232 ( Call Me ) Mumbai Escorts ...VIP Independent Call Girls in Taloja 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Taloja 🌹 9920725232 ( Call Me ) Mumbai Escorts ...dipikadinghjn ( Why You Choose Us? ) Escorts
 
( Jasmin ) Top VIP Escorts Service Dindigul 💧 7737669865 💧 by Dindigul Call G...
( Jasmin ) Top VIP Escorts Service Dindigul 💧 7737669865 💧 by Dindigul Call G...( Jasmin ) Top VIP Escorts Service Dindigul 💧 7737669865 💧 by Dindigul Call G...
( Jasmin ) Top VIP Escorts Service Dindigul 💧 7737669865 💧 by Dindigul Call G...dipikadinghjn ( Why You Choose Us? ) Escorts
 
➥🔝 7737669865 🔝▻ Malda Call-girls in Women Seeking Men 🔝Malda🔝 Escorts Ser...
➥🔝 7737669865 🔝▻ Malda Call-girls in Women Seeking Men  🔝Malda🔝   Escorts Ser...➥🔝 7737669865 🔝▻ Malda Call-girls in Women Seeking Men  🔝Malda🔝   Escorts Ser...
➥🔝 7737669865 🔝▻ Malda Call-girls in Women Seeking Men 🔝Malda🔝 Escorts Ser...amitlee9823
 
Kopar Khairane Russian Call Girls Number-9833754194-Navi Mumbai Fantastic Unl...
Kopar Khairane Russian Call Girls Number-9833754194-Navi Mumbai Fantastic Unl...Kopar Khairane Russian Call Girls Number-9833754194-Navi Mumbai Fantastic Unl...
Kopar Khairane Russian Call Girls Number-9833754194-Navi Mumbai Fantastic Unl...priyasharma62062
 
(Sexy Sheela) Call Girl Mumbai Call Now 👉9920725232👈 Mumbai Escorts 24x7
(Sexy Sheela) Call Girl Mumbai Call Now 👉9920725232👈 Mumbai Escorts 24x7(Sexy Sheela) Call Girl Mumbai Call Now 👉9920725232👈 Mumbai Escorts 24x7
(Sexy Sheela) Call Girl Mumbai Call Now 👉9920725232👈 Mumbai Escorts 24x7jayawati511
 
Vasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbai
Vasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbaiVasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbai
Vasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbaipriyasharma62062
 
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...priyasharma62062
 
7 tips trading Deriv Accumulator Options
7 tips trading Deriv Accumulator Options7 tips trading Deriv Accumulator Options
7 tips trading Deriv Accumulator OptionsVince Stanzione
 
Vasai-Virar High Profile Model Call Girls📞9833754194-Nalasopara Satisfy Call ...
Vasai-Virar High Profile Model Call Girls📞9833754194-Nalasopara Satisfy Call ...Vasai-Virar High Profile Model Call Girls📞9833754194-Nalasopara Satisfy Call ...
Vasai-Virar High Profile Model Call Girls📞9833754194-Nalasopara Satisfy Call ...priyasharma62062
 
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...dipikadinghjn ( Why You Choose Us? ) Escorts
 

Recently uploaded (20)

Lion One Corporate Presentation May 2024
Lion One Corporate Presentation May 2024Lion One Corporate Presentation May 2024
Lion One Corporate Presentation May 2024
 
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance BookingCall Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
 
Call Girls Service Pune ₹7.5k Pick Up & Drop With Cash Payment 9352852248 Cal...
Call Girls Service Pune ₹7.5k Pick Up & Drop With Cash Payment 9352852248 Cal...Call Girls Service Pune ₹7.5k Pick Up & Drop With Cash Payment 9352852248 Cal...
Call Girls Service Pune ₹7.5k Pick Up & Drop With Cash Payment 9352852248 Cal...
 
Webinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech BelgiumWebinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech Belgium
 
Toronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdfToronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdf
 
VIP Call Girl in Mira Road 💧 9920725232 ( Call Me ) Get A New Crush Everyday ...
VIP Call Girl in Mira Road 💧 9920725232 ( Call Me ) Get A New Crush Everyday ...VIP Call Girl in Mira Road 💧 9920725232 ( Call Me ) Get A New Crush Everyday ...
VIP Call Girl in Mira Road 💧 9920725232 ( Call Me ) Get A New Crush Everyday ...
 
Q1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdfQ1 2024 Conference Call Presentation vF.pdf
Q1 2024 Conference Call Presentation vF.pdf
 
VIP Independent Call Girls in Taloja 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Taloja 🌹 9920725232 ( Call Me ) Mumbai Escorts ...VIP Independent Call Girls in Taloja 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
VIP Independent Call Girls in Taloja 🌹 9920725232 ( Call Me ) Mumbai Escorts ...
 
(INDIRA) Call Girl Srinagar Call Now 8617697112 Srinagar Escorts 24x7
(INDIRA) Call Girl Srinagar Call Now 8617697112 Srinagar Escorts 24x7(INDIRA) Call Girl Srinagar Call Now 8617697112 Srinagar Escorts 24x7
(INDIRA) Call Girl Srinagar Call Now 8617697112 Srinagar Escorts 24x7
 
( Jasmin ) Top VIP Escorts Service Dindigul 💧 7737669865 💧 by Dindigul Call G...
( Jasmin ) Top VIP Escorts Service Dindigul 💧 7737669865 💧 by Dindigul Call G...( Jasmin ) Top VIP Escorts Service Dindigul 💧 7737669865 💧 by Dindigul Call G...
( Jasmin ) Top VIP Escorts Service Dindigul 💧 7737669865 💧 by Dindigul Call G...
 
Call Girls in New Ashok Nagar, (delhi) call me [9953056974] escort service 24X7
Call Girls in New Ashok Nagar, (delhi) call me [9953056974] escort service 24X7Call Girls in New Ashok Nagar, (delhi) call me [9953056974] escort service 24X7
Call Girls in New Ashok Nagar, (delhi) call me [9953056974] escort service 24X7
 
From Luxury Escort Service Kamathipura : 9352852248 Make on-demand Arrangemen...
From Luxury Escort Service Kamathipura : 9352852248 Make on-demand Arrangemen...From Luxury Escort Service Kamathipura : 9352852248 Make on-demand Arrangemen...
From Luxury Escort Service Kamathipura : 9352852248 Make on-demand Arrangemen...
 
➥🔝 7737669865 🔝▻ Malda Call-girls in Women Seeking Men 🔝Malda🔝 Escorts Ser...
➥🔝 7737669865 🔝▻ Malda Call-girls in Women Seeking Men  🔝Malda🔝   Escorts Ser...➥🔝 7737669865 🔝▻ Malda Call-girls in Women Seeking Men  🔝Malda🔝   Escorts Ser...
➥🔝 7737669865 🔝▻ Malda Call-girls in Women Seeking Men 🔝Malda🔝 Escorts Ser...
 
Kopar Khairane Russian Call Girls Number-9833754194-Navi Mumbai Fantastic Unl...
Kopar Khairane Russian Call Girls Number-9833754194-Navi Mumbai Fantastic Unl...Kopar Khairane Russian Call Girls Number-9833754194-Navi Mumbai Fantastic Unl...
Kopar Khairane Russian Call Girls Number-9833754194-Navi Mumbai Fantastic Unl...
 
(Sexy Sheela) Call Girl Mumbai Call Now 👉9920725232👈 Mumbai Escorts 24x7
(Sexy Sheela) Call Girl Mumbai Call Now 👉9920725232👈 Mumbai Escorts 24x7(Sexy Sheela) Call Girl Mumbai Call Now 👉9920725232👈 Mumbai Escorts 24x7
(Sexy Sheela) Call Girl Mumbai Call Now 👉9920725232👈 Mumbai Escorts 24x7
 
Vasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbai
Vasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbaiVasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbai
Vasai-Virar Fantastic Call Girls-9833754194-Call Girls MUmbai
 
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
Mira Road Awesome 100% Independent Call Girls NUmber-9833754194-Dahisar Inter...
 
7 tips trading Deriv Accumulator Options
7 tips trading Deriv Accumulator Options7 tips trading Deriv Accumulator Options
7 tips trading Deriv Accumulator Options
 
Vasai-Virar High Profile Model Call Girls📞9833754194-Nalasopara Satisfy Call ...
Vasai-Virar High Profile Model Call Girls📞9833754194-Nalasopara Satisfy Call ...Vasai-Virar High Profile Model Call Girls📞9833754194-Nalasopara Satisfy Call ...
Vasai-Virar High Profile Model Call Girls📞9833754194-Nalasopara Satisfy Call ...
 
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
VIP Call Girl Service Andheri West ⚡ 9920725232 What It Takes To Be The Best ...
 

Reason for financial planning

  • 1. FROM THE DESK OF RISHI KHANNA Reason for Financial Planning. FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 2. FROM THE DESK OF RISHI KHANNA In today’s time a Human Being is surrounded by tensions and wishes / desires. FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 3. FROM THE DESK OF RISHI KHANNA Tensions 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
  • 4. FROM THE DESK OF RISHI KHANNA Desires / 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
  • 5. FROM THE DESK OF RISHI KHANNA A proper Financial Planning will help you to accomplish your desires & wishes of life. This will also help you to reduce your tension of life. FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 6. FROM THE DESK OF RISHI KHANNA • What is Financial Planning.? FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 7. FROM THE DESK OF RISHI KHANNA • Financial Planning is the process of meeting your life goals through the proper management of your finances. • It allows you to understand how each financial decision you make, affects other areas of your finances. FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 8. FROM THE DESK OF RISHI KHANNA Role 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
  • 9. FROM THE DESK OF RISHI KHANNA The Planner: I, Rishi Khanna is a Certified Financial PlannerCM from Financial Planning Standard Board India (FPSB India) and also Masters in Commerce from Mumbai University. I am working in Financial Service industry from more than a decade and serving more than 200 clients. FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 10. FROM THE DESK OF RISHI KHANNA My Role: • I will be with you to accomplish your desires and wishes which can be fulfilled by planning, implementing and monitoring it periodically. FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 11. FROM THE DESK OF RISHI KHANNA Core areas i focus while advising a Financial Plan to my clients.  Insurance Planning,  Asset Allocation,  Retirement Planning,  Goal Based Planning,  Taxation Planning,  Cash Flow Management. FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 12. FROM THE DESK OF RISHI KHANNA Steps used in Financial Planning  Establishing your Financial Goals,  Gathering relevant data,  Analyzing and evaluation of the data & your financial status,  Developing and presenting Financial Planning recommendations,  Implementing the Financial Planning recommendations,  Monitoring the implementation of the Financial Plan. FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 13. FROM THE DESK OF RISHI KHANNA Your Role: • You as an Investor have to trust in me and believe in my work. • You will have to disclose all the facts related to the planning and define measurable goals. • You will have to implement the plan made specially for you to accomplish your financial needs. • You have to systematically invest money and maintain patience, till time period of the goal to be achieved. FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 14. FROM THE DESK OF RISHI KHANNA Advantage: • By proper way of Financial planning, you will be able to create wealth for you and your family needs. • This will also allow you to control your finances and you will utilize it properly. • And, you will start living your life to the fullest and tension free… FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 15. FROM THE DESK OF RISHI KHANNA Thus working together will help us to create a strong relationship between us forever…… FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE
  • 16. FROM THE DESK OF RISHI KHANNA RISHI B. KHANNA, CFPCM Certified Financial PlannerCM TEL No.- 9821248481 / 8080715551. Website: www.rbkfinancialservices.com Email ids: khanna.rishi@mtnl.net.in rishibkhanna@gmail.com NOTE: 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
  • 17. FROM THE DESK OF RISHI KHANNA Regards, FINANCIAL PLANNING, INSURANCE, INVESTMENTS, REAL ESTATE