OverviewFinancial Planning     Service     designed by : jagoinvestor.com
We Say Having a Financial Plan isalways less Expensive thanNOT having a financial plan       - Team Jagoinvestor
Because… with no Financial Plan You experiment with your hard earned money End up buying financial products which you ma...
Three Stages of your financial life                    Life Insurance, Health  Assurance         Insurance and            ...
Your Financial Plan will contain Your Strengths and Weaknesses    Investible Surplus Cash Flow Statement              ...
Flow of Financial Planning Service                            Pay the Fee  Invitation to                                  ...
What you can expect from this exercise of basic             financial planning 1. Pick the Right Direction in your Financi...
Online Project Management Software Snapshot
Sample Financial Plan
Schedule a call to know moreMail to : nandish@jagoinvestor.com             Thank You            Jagoinvestor.com
Jagoinvestor Financial Planning Service
Jagoinvestor Financial Planning Service
Jagoinvestor Financial Planning Service
Jagoinvestor Financial Planning Service
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Jagoinvestor Financial Planning Service

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Financial Planning is a service where we chalk out a roadmap for your financial life. We study your current financial life and based on that we suggest how you should plan for your financial goals and save money for it. This exercise is more of data driven process. The financial plan is delivered within next 15 working days .
What you get ?

1. Life Insurane , Health Insurance
2. Emergency Fund Planning
3. Current Portfolio Analysis
4. Asset Allocation
5. Cash Flow/Networth Clarity
6. Financial Ratio’s Analysis
7. Four Additional Goals Planning

Published in: Economy & Finance, Business
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Jagoinvestor Financial Planning Service

  1. 1. OverviewFinancial Planning Service designed by : jagoinvestor.com
  2. 2. We Say Having a Financial Plan isalways less Expensive thanNOT having a financial plan - Team Jagoinvestor
  3. 3. Because… with no Financial Plan You experiment with your hard earned money End up buying financial products which you may not need End up trying to living a good financial life instead of actually living one. Stop Playing 100% in your financial life All you do is worry about your finances and do fire fighting.
  4. 4. Three Stages of your financial life Life Insurance, Health Assurance Insurance and Emergency Fund Accumulation Buy Right Products to accumulate wealth Distribution Helps you meet your financial goals
  5. 5. Your Financial Plan will contain Your Strengths and Weaknesses  Investible Surplus Cash Flow Statement  Asset Allocation  Allocation of Money to Your Networth Statement Financial Goals Current Mutual Fund, ULIP and  Retirement Planning insurance policies analysis Life Insurance  Your new portfolio Health Insurance  WILL and nomination Information Emergency Fund  Results you created through Financial planning
  6. 6. Flow of Financial Planning Service Pay the Fee Invitation to Submit Data join Review Sheet Program Free financial Financial Plan calculators Prepared and and delivered Templates
  7. 7. What you can expect from this exercise of basic financial planning 1. Pick the Right Direction in your Financial Life 2. It gives you a strong starting point 3. Helps you to become a disciplined investor 4. Gives you analysis of your current financial products that you own 5. Everything in your financial life gets on purpose 6. Helps you with Product selection 7. Clarity about your financial goals and how to achieve them 8. You get some basic financial calculators, Budget Sheet and Some Templates
  8. 8. Online Project Management Software Snapshot
  9. 9. Sample Financial Plan
  10. 10. Schedule a call to know moreMail to : nandish@jagoinvestor.com Thank You Jagoinvestor.com

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