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ADMIRABLE
WORLDWIDE
www.admirableworldwide.com
Comprehensive Solutions in
Financial Planning and Consulting
Admirable Worldwide is one-stop consultancy firm
offering comprehensive solutions in Financial Planning
and Consulting. We help individuals and corporates to
achieve their goals and objectives as well as increasing
process efficiencies to optimize revenue and bottom line.
Our team include qualified professionals with varied
expertise and experience, who works with an “inside-out”
approach to help various businesses in deriving
outstanding results and ensuring client’s satisfaction.
Our clients being diversified in various industries, are
located across the globe.
N.B.: For further details, please refer our video at
www.admirableworldwide.com/about-us
Financial Planning is NOT about assets allocation and
portfolio management.
Financial Planning is NOT about buying different
insurance policies.
Financial Planning is NOT about making adhoc
investments.
Financial Planning is NOT about buying stocks and
commodities.
Financial Planning is NOT about making investment for
tax savings.
Financial Planning is the process of achieving 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 a tension-free retirement.
Financial Planning is about
“Planning Life” and “Financial
Prosperity” and involves 95%
strategy and 5% products. It
is the blueprint for planning
and management of all
financial affairs for your
entire life and consider
holistic view that enables you
achieving your life’s goals.
Following is the six steps financial planning process which
is followed by Admirable Worldwide with our clients:
 Establishing and defining a professional relationship.
 Gathering data about your financial situation including goal setting.
 Analyzing and evaluating your financial status and determining what you
must do to meet your goals.
 Developing and presenting financial planning recommendations for your
review.
 Implementing / executing the financial planning recommendations.
 Monitoring (On-going review) the financial planning recommendations.
 eFinPlan include study and
financial analysis of prospects’
financials to provide them
meaningful conclusion.
 It includes normal financial health
check up for the prospects, that
highlights the good and bad part of
their financial position, without
any recommendation for
overcoming challenges.
 It is a 100% free service product,
hence is limited in scope and does
not include various crucial aspects
of personal financial planning.
 eFinPlan Pro is about need based
comprehensive financial planning of
clients, that enables to attain
financial prosperity.
 It includes development of
comprehensive personal financial
pan for the client including detail
analysis of client's goals and
suggesting suitable action plan for
their successful achievement.
 It is a paid service product, hence is
holistic and comprehensive in scope
to include 360* aspect of personal
financial planning.
eFinPlan eFinPlan Pro
Our pricing is very competitive in the market.
We are “Fee-Only” Financial Planners and charge only engagement fees on the
basis of a transparent and professional approach.
Financial Planning provides direction and meaning to your financial
decisions by allowing you to understand how each financial decision you make
affects other areas of your finances.
For example, buying a particular investment product might help you pay off your
mortgage faster or it might delay your retirement significantly.
Through Authentic Financial Planning, Admirable Worldwide helps its
clients in attaining complete peace of mind by:
 Assessment of your current financial position, cash flow, net-worth etc.
 Optimizing your cash flow to achieve maximum potential.
 Budgeting; spend that matches your financial goals.
 Financial empowerment; increased financial intelligence.
 Setting long-range and short-range goals that align with your life goals.
 Developing clear and realistic financial roadmap to financial independence.
 Developing and implementing strategic investment strategies in sync with your
overall financial plan.
 Benchmarking; that let you measure and track investment/net-worth
performance and goal attainment.
Yes, you can do some basic Financial Planning on your own. Also, you can get
some “FREE Advice” from your colleagues, friends or sales representatives.
However, just think for following situations when someone tries to:
 Repair own watch, television etc. or
 Paint walls of the home or
 Apply home based treatments when he got injured or caught by fever, cold etc.
As we all know that the difference in quality reveals when we assign any
particular task to a specialist.
For example, adopting some good practices like taking medicines as per
Doctors’ prescription, calling an electrician for some complex electrical
work, approaching lawyer for any legal matter is what every prudent
person follows.
Similar to above, it is always advised to approach a qualified and
professional financial planner for developing your own personal financial
plan, rather than making investment year after year on the advise of any
sales representative, which my not be required.
 Sales of financial products is
the act of execution of a
marketing idea that is based
only on the selling of
investments, rather than
considering that whether or
not they are actually needed.
 Sale of financial products
focuses only on selling
investments against return of
money.
 Selling requires unfocused
investments year after year.
 Financial planning is need based
approach of evaluating your life’s
goals and developing a strategic
action plan to help you achieving
those goals by using various
specifically designed investment
avenues.
 Financial Planning carries a
holistic view of management of
your finances that provides you
complete peace of mind.
 Financial Planning is a one time
exercise with ongoing monitoring.
 Admirable Worldwide does not
charge any commission from your
investments. Our engagement fees
is based on a transparent and
professional approach.
 Being Fee-only financial planner,
we recommends only portfolio
model without actual pushing for
any investment product pertaining
to specific company.
 We follows need-based approach
while preparing your assets
allocation and drafting
recommendations, enabling you to
achieve your life’s financial goals.
 Commission based advisor receives
his commission on the investments
made by you indirectly from your
investment amount, without actually
informing you about this.
 Commission based advisor focuses
on advising those insurance and
investment products that carries
high % of expenses and commission,
which is indirectly borne by you.
 Commission based advisor focuses
on advising those insurance and
investment products that carries
high % of expenses and commission,
which is indirectly borne by you.
Admirable Worldwide follows the belief of “always striving
to better your experience”. For booking your appointment
with our experts, please visit our website or contact us on
undersigned contact details. We will get back to you
shortly (Turn Around Time – 24 to 48 hours).
ADMIRABLE WORLDWIDE
Mobile: +91 8860490935
Email: contact@admirableworldwide.com
URL: www.admirableworldwide.com
Skype: AdmirableWorldwide
THANK YOU
Copyright reserved @ ADMIRABLE WORLDWIDE

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Presentation - Personal Financial Planning

  • 2. Admirable Worldwide is one-stop consultancy firm offering comprehensive solutions in Financial Planning and Consulting. We help individuals and corporates to achieve their goals and objectives as well as increasing process efficiencies to optimize revenue and bottom line. Our team include qualified professionals with varied expertise and experience, who works with an “inside-out” approach to help various businesses in deriving outstanding results and ensuring client’s satisfaction. Our clients being diversified in various industries, are located across the globe. N.B.: For further details, please refer our video at www.admirableworldwide.com/about-us
  • 3. Financial Planning is NOT about assets allocation and portfolio management. Financial Planning is NOT about buying different insurance policies. Financial Planning is NOT about making adhoc investments. Financial Planning is NOT about buying stocks and commodities. Financial Planning is NOT about making investment for tax savings.
  • 4. Financial Planning is the process of achieving 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 a tension-free retirement. Financial Planning is about “Planning Life” and “Financial Prosperity” and involves 95% strategy and 5% products. It is the blueprint for planning and management of all financial affairs for your entire life and consider holistic view that enables you achieving your life’s goals.
  • 5. Following is the six steps financial planning process which is followed by Admirable Worldwide with our clients:  Establishing and defining a professional relationship.  Gathering data about your financial situation including goal setting.  Analyzing and evaluating your financial status and determining what you must do to meet your goals.  Developing and presenting financial planning recommendations for your review.  Implementing / executing the financial planning recommendations.  Monitoring (On-going review) the financial planning recommendations.
  • 6.
  • 7.  eFinPlan include study and financial analysis of prospects’ financials to provide them meaningful conclusion.  It includes normal financial health check up for the prospects, that highlights the good and bad part of their financial position, without any recommendation for overcoming challenges.  It is a 100% free service product, hence is limited in scope and does not include various crucial aspects of personal financial planning.  eFinPlan Pro is about need based comprehensive financial planning of clients, that enables to attain financial prosperity.  It includes development of comprehensive personal financial pan for the client including detail analysis of client's goals and suggesting suitable action plan for their successful achievement.  It is a paid service product, hence is holistic and comprehensive in scope to include 360* aspect of personal financial planning. eFinPlan eFinPlan Pro
  • 8. Our pricing is very competitive in the market. We are “Fee-Only” Financial Planners and charge only engagement fees on the basis of a transparent and professional approach.
  • 9. Financial Planning provides direction and meaning to your financial decisions by allowing you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it might delay your retirement significantly. Through Authentic Financial Planning, Admirable Worldwide helps its clients in attaining complete peace of mind by:  Assessment of your current financial position, cash flow, net-worth etc.  Optimizing your cash flow to achieve maximum potential.  Budgeting; spend that matches your financial goals.  Financial empowerment; increased financial intelligence.  Setting long-range and short-range goals that align with your life goals.  Developing clear and realistic financial roadmap to financial independence.  Developing and implementing strategic investment strategies in sync with your overall financial plan.  Benchmarking; that let you measure and track investment/net-worth performance and goal attainment.
  • 10. Yes, you can do some basic Financial Planning on your own. Also, you can get some “FREE Advice” from your colleagues, friends or sales representatives. However, just think for following situations when someone tries to:  Repair own watch, television etc. or  Paint walls of the home or  Apply home based treatments when he got injured or caught by fever, cold etc. As we all know that the difference in quality reveals when we assign any particular task to a specialist. For example, adopting some good practices like taking medicines as per Doctors’ prescription, calling an electrician for some complex electrical work, approaching lawyer for any legal matter is what every prudent person follows. Similar to above, it is always advised to approach a qualified and professional financial planner for developing your own personal financial plan, rather than making investment year after year on the advise of any sales representative, which my not be required.
  • 11.  Sales of financial products is the act of execution of a marketing idea that is based only on the selling of investments, rather than considering that whether or not they are actually needed.  Sale of financial products focuses only on selling investments against return of money.  Selling requires unfocused investments year after year.  Financial planning is need based approach of evaluating your life’s goals and developing a strategic action plan to help you achieving those goals by using various specifically designed investment avenues.  Financial Planning carries a holistic view of management of your finances that provides you complete peace of mind.  Financial Planning is a one time exercise with ongoing monitoring.
  • 12.  Admirable Worldwide does not charge any commission from your investments. Our engagement fees is based on a transparent and professional approach.  Being Fee-only financial planner, we recommends only portfolio model without actual pushing for any investment product pertaining to specific company.  We follows need-based approach while preparing your assets allocation and drafting recommendations, enabling you to achieve your life’s financial goals.  Commission based advisor receives his commission on the investments made by you indirectly from your investment amount, without actually informing you about this.  Commission based advisor focuses on advising those insurance and investment products that carries high % of expenses and commission, which is indirectly borne by you.  Commission based advisor focuses on advising those insurance and investment products that carries high % of expenses and commission, which is indirectly borne by you.
  • 13. Admirable Worldwide follows the belief of “always striving to better your experience”. For booking your appointment with our experts, please visit our website or contact us on undersigned contact details. We will get back to you shortly (Turn Around Time – 24 to 48 hours). ADMIRABLE WORLDWIDE Mobile: +91 8860490935 Email: contact@admirableworldwide.com URL: www.admirableworldwide.com Skype: AdmirableWorldwide
  • 14. THANK YOU Copyright reserved @ ADMIRABLE WORLDWIDE