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IIFA by Fincare Services

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IIFA by Fincare Services

  1. 1. Romil Lakhani
  2. 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. 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. 4. Branding Ideas, Not Products. Bachat Nivesh Badhat
  5. 5. Branding Ideas, Not Products. IIFA Family Investment Security Disability Life Cover Growth Assurance
  6. 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

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