Financial planning | Finstem Financial Solutions
•Download as PPTX, PDF•
2 likes•179 views
Financial Planning should be a platform for clients that enables them to identify,define and create a plan to achieve the financial dreams without having to stress or worry about them. For More Details: www.finstem.com
Recommended
More Related Content
Similar to Financial planning | Finstem Financial Solutions
Similar to Financial planning | Finstem Financial Solutions (20)
More from Finstem Group
Recently uploaded
Recently uploaded (20)
Financial planning | Finstem Financial Solutions
- 1. Finstem Financial Solutions Providing direction to your dreams
- 2. Mission statement: To be the primary and most trustworthy brand, when thought of Financial Planning
- 3. Milestones May 2013 Launch of Finstem India Nov 2013 Formation of Finstem Outsourcing May 2014 Formation of Finstem Infrastructures August 2014 Launch of Fin Castle Residency April 2014 Formation of Finstem Developers Upcoming Projects Eastern Homes,Patna 2013 2014 2015 2016 October 2015 Launch of upcoming Golf Project on Bangalore Mysore Highway Upcoming Locations Patna, Pune
- 4. An Introduction to Financial Planning Financial Planning should be a platform for clients that enables them to identify,define and create a plan to achieve the financial dreams without having to stress or worry about them.
- 5. Challenges faced by Investors ➢ Overloaded Information ➢ Product Based Approach by advisors ➢ Advisory not linked to Customers Goals ➢ Lack of regular touch /Inconsistency ➢ Frequent Changes in Relationship Managers ➢ Whom to choose and where to invest….
- 6. The solution ➢An approach to help identify & prioritize one’s Goals, needs & Aspirations i.e Goal based financial Planning Approach. ➢Ensure to meet the important goals of life at the right time. ➢Plan for Unforeseen Financial contingencies ➢Multiple contact points and regular Analysis of the plan
- 7. “Why are we the ones to solve the problems we identified?” Multiple Touch point The customer shall have multiple touch points ensuring effective & timely support & service Experienced Team A set of experienced team to provide best possible solutions available in the market Simplest Online Portal Easy to use online portal to make your finances easier to understand and track Complete Product Bouquet Complete set of product bouquet to suit your needs that helps map your goals to the investments
- 8. How it works Step 1 Goals & Aspirations calendar Step 2 Assessment of current income Status and investments Step 3 Mapping goals & Aspirations to current as well as Future planning 1 2 3
- 10. The Finstem Way Differentiate between Goals ,Needs &Aspirations Income & Expense Analysis Current Portfolio/investment Analysis and Mapping the same to future goals Portfolio Restructuring(if required)/Future Planning
- 11. FINANCIAL PLANNING MYTHS & FACTS MYTHS ● I am saving enough for retirement ● I have a retirement account and life insurance policy and that’s all I need ● I have invested in properties and that would be enough to meet different goals of my life ● I completed a financial plan a few years ago and i am fine FACTS Developing a Financial Plan can help you to : Set Specific & realistic goals Save enough to last through retirement Prepare for unforeseen events like market volatility conditions & inflation risks Review your plans as per different life changing events and ensure to map the same to different goals of life
- 12. Why now? Better to do it now than never. Penny saved is equal to a penny earned.