The document provides information about InCan Advisory, a financial advisory firm. It discusses the services InCan provides, including comprehensive financial planning, retirement planning, estate planning, HNI services, and accounting. It emphasizes client-centric advisory focused on clients' goals and risk profiles. InCan aims to help clients financially empower themselves and make smart investments to fulfill their dreams. The document outlines InCan's approach, values, vision, and the types of sectors and companies it recommends for growth.
The document discusses starting financial planning today to take control of your money and make it work for you. It introduces World Financial Group as dedicated to serving individuals who are often overlooked. WFG believes financial strategies should be available to all, not just the wealthy. They work with industry leaders to provide a broad array of financial products and services so clients can choose what best fits their needs. The document emphasizes the importance of cash flow management, proper protection, debt management, and asset accumulation and preservation to achieve financial independence.
1) The document discusses a partnership between Infinity Financial Solutions and Bestinvest that provides investment management services to expat clients in Asia.
2) Infinity's role is financial planning - understanding clients' goals and risk tolerance. Bestinvest's role is professional investment management using research and portfolio management expertise to achieve returns.
3) Benefits of the partnership include access to award-winning management, diversification, risk options, dedicated research, currency options, performance monitoring, and relationship with the investment team.
The document provides information about Eisenberg-Mussa Wealth Management and its financial advisors Kenneth Eisenberg and Roger Mussa. It discusses their commitment to understanding clients' goals and developing customized strategies. It also provides biographies of Eisenberg and Mussa, outlining their credentials and experience in financial services.
This newsletter provides information on investing topics to readers. It thanks readers for feedback on the previous issue. An article discusses how quality stocks have continued strong returns and are expected to keep outperforming. It encourages readers to learn good investing habits like SIP and SWP. Another article discusses the importance of financial planning and goal setting. It introduces the company's online investing platform and services. The issue also includes sections on investment tips, a case story of parents investing for their daughter's education, market indicators, and a Q&A column.
This is the inaugural issue of our newsletter. We at Seeman advisors thank you all for your trust & belief in our services.This new endeveour will help us in terms of better communications with ours customers.
This document summarizes information about True Potential Wealth Management and the services they provide. In 3 sentences:
True Potential Wealth Management offers holistic financial planning services using goal-based investing approaches and latest technology. They provide ongoing client support through personalized online client portals. The company is part of the larger True Potential Group which has won numerous industry awards for its use of innovative financial technology.
Rishi Khanna discusses the importance of financial planning in managing life's tensions and achieving desires. He explains that a financial planner can help clients accomplish their goals through proper planning, implementation, and periodic monitoring of investments, insurance, retirement savings, and other financial areas. The document outlines Rishi's qualifications and role in developing customized plans that clients can implement to create long-term wealth and a secure financial future.
The document discusses starting financial planning today to take control of your money and make it work for you. It introduces World Financial Group as dedicated to serving individuals who are often overlooked. WFG believes financial strategies should be available to all, not just the wealthy. They work with industry leaders to provide a broad array of financial products and services so clients can choose what best fits their needs. The document emphasizes the importance of cash flow management, proper protection, debt management, and asset accumulation and preservation to achieve financial independence.
1) The document discusses a partnership between Infinity Financial Solutions and Bestinvest that provides investment management services to expat clients in Asia.
2) Infinity's role is financial planning - understanding clients' goals and risk tolerance. Bestinvest's role is professional investment management using research and portfolio management expertise to achieve returns.
3) Benefits of the partnership include access to award-winning management, diversification, risk options, dedicated research, currency options, performance monitoring, and relationship with the investment team.
The document provides information about Eisenberg-Mussa Wealth Management and its financial advisors Kenneth Eisenberg and Roger Mussa. It discusses their commitment to understanding clients' goals and developing customized strategies. It also provides biographies of Eisenberg and Mussa, outlining their credentials and experience in financial services.
This newsletter provides information on investing topics to readers. It thanks readers for feedback on the previous issue. An article discusses how quality stocks have continued strong returns and are expected to keep outperforming. It encourages readers to learn good investing habits like SIP and SWP. Another article discusses the importance of financial planning and goal setting. It introduces the company's online investing platform and services. The issue also includes sections on investment tips, a case story of parents investing for their daughter's education, market indicators, and a Q&A column.
This is the inaugural issue of our newsletter. We at Seeman advisors thank you all for your trust & belief in our services.This new endeveour will help us in terms of better communications with ours customers.
This document summarizes information about True Potential Wealth Management and the services they provide. In 3 sentences:
True Potential Wealth Management offers holistic financial planning services using goal-based investing approaches and latest technology. They provide ongoing client support through personalized online client portals. The company is part of the larger True Potential Group which has won numerous industry awards for its use of innovative financial technology.
Rishi Khanna discusses the importance of financial planning in managing life's tensions and achieving desires. He explains that a financial planner can help clients accomplish their goals through proper planning, implementation, and periodic monitoring of investments, insurance, retirement savings, and other financial areas. The document outlines Rishi's qualifications and role in developing customized plans that clients can implement to create long-term wealth and a secure financial future.
In our guide, we consider the questions you may need to ask to shape your future. As we all know and experience, there are usually bumps in the road on every journey. Even the best financial plans and most experienced investors can’t always predict the complexities of life.
This newsletter will provide you the educative stuffs and motivating stories to help you in taking informed investment decisions. This is private circulation by KCI Moneyline
Brother and Sister Hopeful are struggling financially and in debt. The author provides principles to help them get out of debt and achieve financial independence. These include creating a family budget and financial goals, paying off debts, avoiding interest payments, keeping good financial records, and investing savings in low-risk assets once debts are paid off. The Hopefuls are advised to cut spending, pay down high-interest credit cards, and educate themselves on personal finance basics.
ISN is a non-profit organization that provides financial services and matches businesses with investors worldwide. They offer assistance throughout the financing process, including developing business plans and locating loans, equity financing, venture capital, and other funding sources. ISN maintains confidentiality and aims to streamline the funding process for their clients.
Financial planning involves organizing one's current financial situation, setting financial goals, and choosing appropriate investment options to achieve those goals given one's resources. The key components of financial planning are assessing current resources, determining financial goals, and selecting suitable investment options. A financial planner helps clients through developing a plan that incorporates protection, emergency savings, debt reduction, and wealth creation strategies tailored to the individual. Asset allocation among different asset classes is also an important factor in financial planning.
The document discusses creating an income and expense statement and cashflow statement to assess financial position over time. It explains that an income statement shows income and expenditures over a period, while a cashflow statement only includes actual cash inflows and outflows. The key steps are to list all sources of income, expenditures, and determine the surplus or deficit. Creating these statements makes it easy to see where money is being spent and how earnings and expenses impact net worth over time.
The document discusses preliminary tasks for a college magazine, including original photos, risk assessment, and drawn drafts. It describes changes made to the cover design, such as using a medium close-up of a person instead of folders and costumes to make it more interesting and appealing to teenage and new college audiences. Details are also provided on the contents page design which will mirror aspects of the color scheme and layout from the front cover.
The top selling mini trucks in Japan are the Suzuki Carry, Daihatsu Hijet, Honda Acty, Subaru Sambar, Mitsubishi Minicab, and Mazda Scrum. Minitruckgarage.com is a website that sells parts for these popular Japanese mini trucks and can be contacted via email or phone.
O documento resume a introdução do livro de Ageu. [1] Fala sobre a data e autoria do livro, com Ageu pregando após o retorno do cativeiro na Babilônia. [2] Descreve o contexto histórico, com o povo reconstruindo o Templo mas parando os trabalhos. [3] Fornece um esboço dos capítulos do livro, com Ageu incentivando o povo a continuar a construção do Templo.
El documento habla sobre el Internet de las Cosas. Explica que el Internet de las Cosas se refiere a la conexión a Internet de objetos cotidianos mediante etiquetas de radio, lo que permitiría identificar y gestionar dichos objetos de forma remota de manera similar a como lo harían las personas. El documento incluye menús para insertar tablas, gráficos, texto y SmartArt.
Arabian Ranches Dubai offers luxurious villas for sale. Sanar Properties specializes in luxury villas located in the Arabian Ranches area of Dubai. Potential home buyers can find information about villas for sale at Arabian Ranches Dubai on the Sanar Properties website.
El documento habla sobre las reglas básicas del tenis. Explica que el tenis es un deporte entre dos jugadores o parejas divididos por una red, con el objetivo de devolver la pelota al campo contrario. Detalla el sistema de puntuación para ganar puntos, juegos y sets en un partido de tenis, así como algunas reglas clave como no tocar la red o la cancha durante el saque.
Teks tersebut memberikan informasi tentang pengobatan darurat sederhana untuk asma, termasuk minum kopi hitam, menghirup asap jintan saru atau biji jintan, mengonsumsi makanan kaya vitamin B6 dan B12, mengonsumsi ekstrak ginkgo biloba, dan beberapa pengobatan herbal lainnya. Teks tersebut juga menyarankan untuk tetap mengikuti saran dokter dan tidak menggunakan pengobatan sederhana sebagai pen
This document describes several types of antinuclear antibody (ANA) staining patterns including diffuse, speckled, nucleolar, anti-centromere/anti-spindle, and peripheral rim staining. Diffuse staining evenly colors the whole nucleus and is associated with systemic lupus erythematosus (SLE). Speckled staining appears as spots within the nucleus and is linked to mixed connective tissue disease. Nucleolar staining causes the nucleoli to appear as green blobs in the nucleus and relates to progressive systemic sclerosis. Anti-centromere and anti-spindle patterns require actively dividing cells and connect to CREST syndrome.
This document discusses embedded questions, which are questions contained within other sentences or questions. It provides examples of phrases that can introduce embedded questions like "I don't know" and "Do you know." It explains the grammatical structures of yes/no questions and wh- questions when used in an embedded form. Specifically, embedded questions follow statement word order and do not use auxiliary verbs. The document also notes exceptions for certain structures like using an infinitive after question words but not after "if" or "why."
Este documento describe cómo crear y usar macros en Excel para automatizar tareas. Explica cómo grabar macros para registrar acciones, ver y editar el código generado en Visual Basic, y agregar controles como botones para crear formularios interactivos programados con Visual Basic.
The document provides information about Endorphin Wealth Management, a financial planning firm that offers personalized wealth management services and strategies. They help clients achieve their financial goals at every stage of life, from starting out to retirement. Endorphin advisers get to know each client's unique situation and priorities to develop tailored investment and planning solutions. The firm aims to guide clients towards financial success and security now and in the future.
The document is a marketing brochure for First Capital Financial Concepts, an integrated wealth management firm. It summarizes the firm's services as providing a holistic, client-centered approach to managing all aspects of a client's finances through coordination of their various advisors. The firm claims to optimize clients' wealth through strategies to reduce taxes, risks, and costs while increasing income and protecting assets. Clients work directly with a designated Capital Coach who serves as a single point of contact and provides comprehensive reporting on their entire financial situation.
Alpha Wealth is an independent financial advisory company based in Ireland. Their mission is to provide impartial financial advice and excellent customer service to individuals, families, and companies. They offer advice on savings and investments, financial planning, tax planning, insurance, pensions, retirement planning, business advice, and health insurance. The team of advisors at Alpha Wealth have over 50 years of combined experience in financial services.
In our guide, we consider the questions you may need to ask to shape your future. As we all know and experience, there are usually bumps in the road on every journey. Even the best financial plans and most experienced investors can’t always predict the complexities of life.
This newsletter will provide you the educative stuffs and motivating stories to help you in taking informed investment decisions. This is private circulation by KCI Moneyline
Brother and Sister Hopeful are struggling financially and in debt. The author provides principles to help them get out of debt and achieve financial independence. These include creating a family budget and financial goals, paying off debts, avoiding interest payments, keeping good financial records, and investing savings in low-risk assets once debts are paid off. The Hopefuls are advised to cut spending, pay down high-interest credit cards, and educate themselves on personal finance basics.
ISN is a non-profit organization that provides financial services and matches businesses with investors worldwide. They offer assistance throughout the financing process, including developing business plans and locating loans, equity financing, venture capital, and other funding sources. ISN maintains confidentiality and aims to streamline the funding process for their clients.
Financial planning involves organizing one's current financial situation, setting financial goals, and choosing appropriate investment options to achieve those goals given one's resources. The key components of financial planning are assessing current resources, determining financial goals, and selecting suitable investment options. A financial planner helps clients through developing a plan that incorporates protection, emergency savings, debt reduction, and wealth creation strategies tailored to the individual. Asset allocation among different asset classes is also an important factor in financial planning.
The document discusses creating an income and expense statement and cashflow statement to assess financial position over time. It explains that an income statement shows income and expenditures over a period, while a cashflow statement only includes actual cash inflows and outflows. The key steps are to list all sources of income, expenditures, and determine the surplus or deficit. Creating these statements makes it easy to see where money is being spent and how earnings and expenses impact net worth over time.
The document discusses preliminary tasks for a college magazine, including original photos, risk assessment, and drawn drafts. It describes changes made to the cover design, such as using a medium close-up of a person instead of folders and costumes to make it more interesting and appealing to teenage and new college audiences. Details are also provided on the contents page design which will mirror aspects of the color scheme and layout from the front cover.
The top selling mini trucks in Japan are the Suzuki Carry, Daihatsu Hijet, Honda Acty, Subaru Sambar, Mitsubishi Minicab, and Mazda Scrum. Minitruckgarage.com is a website that sells parts for these popular Japanese mini trucks and can be contacted via email or phone.
O documento resume a introdução do livro de Ageu. [1] Fala sobre a data e autoria do livro, com Ageu pregando após o retorno do cativeiro na Babilônia. [2] Descreve o contexto histórico, com o povo reconstruindo o Templo mas parando os trabalhos. [3] Fornece um esboço dos capítulos do livro, com Ageu incentivando o povo a continuar a construção do Templo.
El documento habla sobre el Internet de las Cosas. Explica que el Internet de las Cosas se refiere a la conexión a Internet de objetos cotidianos mediante etiquetas de radio, lo que permitiría identificar y gestionar dichos objetos de forma remota de manera similar a como lo harían las personas. El documento incluye menús para insertar tablas, gráficos, texto y SmartArt.
Arabian Ranches Dubai offers luxurious villas for sale. Sanar Properties specializes in luxury villas located in the Arabian Ranches area of Dubai. Potential home buyers can find information about villas for sale at Arabian Ranches Dubai on the Sanar Properties website.
El documento habla sobre las reglas básicas del tenis. Explica que el tenis es un deporte entre dos jugadores o parejas divididos por una red, con el objetivo de devolver la pelota al campo contrario. Detalla el sistema de puntuación para ganar puntos, juegos y sets en un partido de tenis, así como algunas reglas clave como no tocar la red o la cancha durante el saque.
Teks tersebut memberikan informasi tentang pengobatan darurat sederhana untuk asma, termasuk minum kopi hitam, menghirup asap jintan saru atau biji jintan, mengonsumsi makanan kaya vitamin B6 dan B12, mengonsumsi ekstrak ginkgo biloba, dan beberapa pengobatan herbal lainnya. Teks tersebut juga menyarankan untuk tetap mengikuti saran dokter dan tidak menggunakan pengobatan sederhana sebagai pen
This document describes several types of antinuclear antibody (ANA) staining patterns including diffuse, speckled, nucleolar, anti-centromere/anti-spindle, and peripheral rim staining. Diffuse staining evenly colors the whole nucleus and is associated with systemic lupus erythematosus (SLE). Speckled staining appears as spots within the nucleus and is linked to mixed connective tissue disease. Nucleolar staining causes the nucleoli to appear as green blobs in the nucleus and relates to progressive systemic sclerosis. Anti-centromere and anti-spindle patterns require actively dividing cells and connect to CREST syndrome.
This document discusses embedded questions, which are questions contained within other sentences or questions. It provides examples of phrases that can introduce embedded questions like "I don't know" and "Do you know." It explains the grammatical structures of yes/no questions and wh- questions when used in an embedded form. Specifically, embedded questions follow statement word order and do not use auxiliary verbs. The document also notes exceptions for certain structures like using an infinitive after question words but not after "if" or "why."
Este documento describe cómo crear y usar macros en Excel para automatizar tareas. Explica cómo grabar macros para registrar acciones, ver y editar el código generado en Visual Basic, y agregar controles como botones para crear formularios interactivos programados con Visual Basic.
The document provides information about Endorphin Wealth Management, a financial planning firm that offers personalized wealth management services and strategies. They help clients achieve their financial goals at every stage of life, from starting out to retirement. Endorphin advisers get to know each client's unique situation and priorities to develop tailored investment and planning solutions. The firm aims to guide clients towards financial success and security now and in the future.
The document is a marketing brochure for First Capital Financial Concepts, an integrated wealth management firm. It summarizes the firm's services as providing a holistic, client-centered approach to managing all aspects of a client's finances through coordination of their various advisors. The firm claims to optimize clients' wealth through strategies to reduce taxes, risks, and costs while increasing income and protecting assets. Clients work directly with a designated Capital Coach who serves as a single point of contact and provides comprehensive reporting on their entire financial situation.
Alpha Wealth is an independent financial advisory company based in Ireland. Their mission is to provide impartial financial advice and excellent customer service to individuals, families, and companies. They offer advice on savings and investments, financial planning, tax planning, insurance, pensions, retirement planning, business advice, and health insurance. The team of advisors at Alpha Wealth have over 50 years of combined experience in financial services.
Introduction To Financial Planning And Wealth AdviceFrank Agliotti
The document provides information about Wisdom for Wealth, a financial planning and wealth advice practice established in 2000. It discusses the benefits of financial planning such as maintaining capital and income, minimizing taxes, and achieving financial independence in retirement. It also outlines the investment management services provided, including developing personalized investment strategies, selecting reputable money managers, and taking a long-term diversified approach. Clients benefit from a team approach with their personal financial planner and support staff.
Here at Financial Hospital we build a solid foundation for you to reach your desired destiny of financial stability through proper foundation and execution of financial planning as well as financial goals. As ever, we would like to be a part of your success. Since 2004, Financial Hospital has successfully serviced each and every client's from India or abroad. Be it Financial Planning, Tax advice or investment planning in equity, debt or alternate category; our team backed by strong research and latest economic trends, are always ready to serve our beloved investor's any queries or needs. Today, with the rich experience of our professional team comprise of CA's, MBA''s, CFP's and other technocrats, a thorough knowledge of the markets, strong leadership, innovative and focused research and having 7 office across India, Financial Hospital itself defines its value and success story.
SCI Group is a financial services company founded in 2002 in Botswana that provides services like financial planning, investment advising, trusts and estate planning. It has over 20 employees with various qualifications and licenses who assist clients using a six step financial planning process. The company aims to be the trusted financial advisors of choice in Botswana and provides services to help clients grow and protect their wealth, invest for retirement, children's education and more. SCI Group's independent advisors develop customized financial plans and portfolios to help clients achieve their goals.
John Labunski Provider of financial services based in Plano, Texas. The company offers estate planning, life insurance, income strategies, annuities and retirement planning services to its clients.
John Labunski, the former CEO of Bank of America and one of the most influential figures in banking in the last two decades, will be retiring this week. His retirement marks a momentous occasion for a man who has devoted his life to transforming the financial world.
Rathbones provides individualized investment management services and manages money for a variety of clients, including individuals, families, charities, and advisers. They take a personalized approach to understand each client's unique priorities and circumstances. Rathbones has been in business since 1742 and aims to achieve consistent long-term returns through active management of individual client portfolios.
The document provides an overview of financial planning and wealth management. It discusses the importance of financial planning in helping people achieve their goals and aspirations through wealth creation, protection, and growth. It covers various components of financial planning including insurance, investment, tax, estate, and retirement planning. It also highlights the roles and opportunities for wealth creators and financial planners in the Indian economy.
The document provides information on the wealth advisory services offered by SCI Wealth Advisers. They help clients with investment planning, building emergency funds, drafting wills, trusts, financial planning, retirement planning, protection needs, and more. The financial planning process involves understanding the client's current financial position and goals, developing a tailored plan, helping build diversified investment portfolios, and ongoing monitoring. SCI aims to put clients first and provide trusted advice to help secure clients' financial futures.
Asset Management Strategies' mission is to help clients manage wealth today and leave a legacy for tomorrow through strong investment strategies and relationships. Led by President Timothy Knapp for over 20 years, the firm provides wealth management services including trusts and guardianships. It takes an open architecture approach to best serve clients and offers planning for special needs, elder care, and legacies. The firm is committed to caring for clients and contributing to the community.
SI Capital is an independent investment advisory firm established in 2004 that offers traditional stockbroking advice tailored to both experienced and new investors. They provide a focused and individual service where advisors build long-lasting relationships and tailor portfolios to clients' unique objectives. SI Capital prides itself on being trustworthy, transparent, and flexible with a simple onboarding process and focus on protecting clients' assets and estates through various investment vehicles like ISAs and SIPPs. However, they warn that all equity investments carry risks and clients should only invest after careful consideration of whether they can afford it and if it is right for them.
Asset Management, Inc. is a financial services firm that helps clients navigate their financial futures through comprehensive planning. They focus on building long-term relationships with clients and understanding their unique goals and situations. Their Lifetime Asset Management Plan involves an initial interview, analyzing a client's assets and situation, developing a customized plan, implementing solutions, ongoing management, periodic communications, and annual assessments to ensure clients achieve their objectives. Asset Management, Inc. is committed to delivering financial success and lifetime peace of mind for their clients.
Jay Morrison is an investment advisor with RBC Dominion Securities who provides comprehensive wealth management services. He works with a team of professionals to help clients with financial planning, estate planning, insurance, and investment management. With over 75 combined years of experience in the financial industry and backing from RBC Dominion Securities, Canada's leading wealth management firm, Jay and his team have the expertise to help clients achieve their financial goals. The wealth management process involves discovery of a client's needs, developing a strategy and solutions to meet objectives, and ongoing service to ensure goals are met as needs change.
Our services are designed for business owners, senior executives & professionals, retirees, well established families and sports & entertainment individuals who require professional assistance managing their wealth – each with their own story.
The document introduces The Bridgeway Group, a wealth management firm. It provides an overview of the firm's services, which include investment consulting, portfolio management, relationship management, and advanced planning. It describes the firm's vision of helping clients make informed financial decisions and its wealth management process, which involves discovery meetings, investment planning, and regular progress meetings. It also discusses how the firm adds value through suitable asset allocation, low-cost solutions, portfolio rebalancing, behavioral coaching, and total return strategies. The firm's advisors are supported by Commonwealth Financial Network.
In this article we will be discussing the significance of financial planning, how every individual must – must make effective use of money, and why/how the professional may consider this as another unique area of service to use their expertise for
Cleades Robinson, a respected leader in Philadelphia's police force, is known for his diplomatic and tactful approach, fostering a strong community rapport.
Methanex is the world's largest producer and supplier of methanol. We create value through our leadership in the global production, marketing and delivery of methanol to customers. View our latest Investor Presentation for more details.
World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4
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The E-Way Bill revolutionizes logistics by digitizing the documentation of goods transport, ensuring transparency, tax compliance, and streamlined processes. This mandatory, electronic system reduces delays, enhances accountability, and combats tax evasion, benefiting businesses and authorities alike. Embrace the E-Way Bill for efficient, reliable transportation operations.
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdfSOFTTECHHUB
The world of blockchain and decentralized technologies is about to witness a groundbreaking event. ZKsync, the pioneering Ethereum Layer 2 network, has announced the highly anticipated airdrop of its native token, ZK. This move marks a significant milestone in the protocol's journey, empowering the community to take the reins and shape the future of this revolutionary ecosystem.
UnityNet World Environment Day Abraham Project 2024 Press ReleaseLHelferty
June 12, 2024 UnityNet International (#UNI) World Environment Day Abraham Project 2024 Press Release from Markham / Mississauga, Ontario in the, Greater Tkaronto Bioregion, Canada in the North American Great Lakes Watersheds of North America (Turtle Island).
3. Financial Empowerment
You must have heard a lot of people telling you about
the importance of financial planning how to plan your
finances how not to plan your finances etc etc.... We are
not here today to tell you all about that . We are here to
help you financially empower yourself. What is financial
empowerment you ask, it is the ability to reach the peak
of your financial health with the resources available to
you, to attain the best possible returns you can fetch
from your investments, in simple words, to make the
most from what you have, safely.
4.
5.
6.
7.
8.
9. Smart Investments
The difference between investment and
smart investment is that YOU have to take
care of investments and SMART
INVESTMENT takes care of you. By smart
investment we simply mean that the
investment should be done after thorough
consideration of your age, risk profile and
investment goals and not just with the
motive of making money.
11. What we want to show is that you
shouldn’t blindly follow the age rule for
equity and debt allocation. Take your risk
profile and your investment goals into
account. All these factors are equally
important to turn any of your dreams into
reality. And that is what we are here for.
Smart Investments
12. How was InCan Formed?
InCan, simply means INDIA CAN!
This idea germinated due to our unwavering Passion and
Belief in India and growth opportunity that is presented in this
great country of ours. This growth can help many individuals
and families turn their hard earned monies into wealth with
our expertise.
At InCan, we are passionate about what we do!!! We consider
each of our customer as part of our extended family and will
treat each as such.
InCan is committed to growing and protecting your wealth and
will leave no stone unturned in growing your money and
turning it into wealth that can be used to fulfill your dreams
and pass it on to your future generation.
13. What we do at InCan?
We are consultants, not salespeople. As experienced financial
planners and advisors, we serve as your long-term financial partners.
We follow a client centric approach to protect and enhance our
clients' wealth.
We work with you in a collaborative manner, placing your best
interests first in all decisions made and actions taken.
In simple words, we are your financial doctors.
We offer research-based investment advisory services to
Corporates, retail investors, NRIs, high net-worth investors accross
a wide range of financial products.
Our research capabilities and capital market expertise enable us to
design and execute customised investment strategies for our clients.
Our discipline to client's asset allocation is the focal point, but
investments are driven both from the tactical and strategic
perspective.
14. What we don't do at InCan?
• We have no proprietary products or
obligations to investment product
providers.
• We have no cross-sell quotas or home-
office directives that may lead to conflicts
of interest.
17. Comprehensive Financial Planning covers every area of your
financial needs.
Budgeting where we assess your investment capacity
Determining the goals that you have set for yourself and your family
like provding for education expenses or marriage of your
son/daughter, buying a vacation home, etc .
Protecting your family in case of any unfortunate event by insuring
yourself appropriately
Investing your money smartly so as to achieve all your financial
goals
Tax planning so that the government does not prey on your
investments.
Retirement planning so as to remain financially independent even
after retirement
Estate planning so that your wealth passes on to the intended
benificiaries.
Comprehensive Financial
Planning
18. Retirement Planning
Because at retirement, you'll have time, energy and health but the only
constraint is not having enough money to enjoy the rest of your life with
peace and leisure. We at INCAN help you overcome that constraint.
As someone has rightly said :
"Alternative to financial planning for your retirement, being poor and
dependent."
So how do you make adequate financial provision for your retirement?
1. Work out how much money you’re going to need in retirement.
2. Work out how much you’ve already got
3. Determine what the shortfall is.
4. Determine where to invest to get optimal returns and start saving.
Now you as a client will tell us What you have got and we at INCAN will help
you out with the rest.
19.
20. Estate Planning
Estate planing is the process of arranging and planning
a person's succession and financial affairs so as to ensure
that the estate of the individual passes to the intended
beneficiaries.In today's world,estate planning is as
important as one's financial planning so as to ensure
efficient management and accumulation during and after
life of an individual's wealth and to provide for harmonious
and planned succession of the estate which makes sure
that the money and other assets go to the people you
choose.
We at INCAN Advisory, with our experienced team of
legal and financial advisors provide you with all the tools
and services at your disposal to help you plan your
succession and to help you create and meet your wealth
creation goals to ensure that your loved ones are provided
for.
21. Estate Planning
Suppose your estate comprises of 2 crore (1 Crore worth
of an apartment, 50 lakh LIC, 20 lakh bank account, 30
lakh investments) and you have 2 children, who are yet
to finish their schools and your family expense accounts
for 50,000 per month. Now, in your absense wouldn't you
want to make sure that your estate provides at least
financially as the way you did for your family like paying
the bills, providing for your children's education and
marriage. We can help you plan your estate in a way that
your family is adequately provided for.
22. Particlulars Estimated exps.
Investment
Amount
Rate of Return
Investment
Instruments
Household
Exps.
6,00,000 p.a. 55,80,000/- 12% p.a. Dynamic PE Fund
Education Exps. 40,00,000/- 10,78,975/- 14% p.a. Equity Fund
Marriage Exps. 50,00,000/- 7,00,482/- 14% p.a. Equity Fund
Emergency
Exps.
-
26,40,543/-
7.5%/8.5%/
14%
Liquid
Fund/F.D./Equity
Funds
23. HNI Services
• This Service is specifically for HNI (high net worth indiviuals
with a portfolio of >= Rs.25 Lakhs) and Ultra HNI (portfolio
>=Rs.1 crore).
• A general investor's first priority is tax planning, followed by
child's needs and financial planning to meet goals such as
buying a home or a car or an overseas holiday.
• However, in the case of most HNIs, many would have met
these goals and would be looking beyond these. So HNI
needs could include the likes of buying a property in Dubai,
buying a structured product, picking up a stake in a promising
or upcoming business, funding a real estate project through
debt or could be even looking at the idea of buying into a
distressed asset, or writing a complex will.
• This requires an all together different take on the Investment
Strategy and we are here to help you with that.
24. Accounting
Providing financial information is highly time sensitive,
which if not provided at the correct time becomes
useless. Well-organized financial records make sure that
your business operations will run more effectively on a
daily basis. INCAN Advisory provides a full range of cost
effective accounting services including the following:
General ledger & financial statement preparation
Bookkeeping
Accounting setup for new businesses
Computer generated payroll services
Business tax return preparation
Personal financial statements
25. Our Approach
• When a new client approaches us, firstly we help
them identify their goals
• Then we account for their saving capacity and
risk appetite
• Thereafter, we sketch a comprehensive financial
plan by determining how to allocate their
investments in different asset classes.
• But that’s not the end of it. Financial planning is
an on going process, with time new goals may
get added and that requires monitoring &
alteration in your current investment strategy.
26. Our Values
Integrity: We are defined by our principles and character. We
do the right thing. Always.
Teamwork: We work together — with each other and with our
clients. We share perspectives and explore every point of
view, because we believe the best ideas are born from
collaboration.
Clarity: We simplify financial services by always using
straight-forward language that’s easy to understand. Our
communication is simple and direct.
Compassion: We care deeply about our clients and each
other. We’re committed to improving and enriching lives.
Drive: We constantly push ourselves and each other. We
strive to be much more than your typical financial services
firm. We strive to be the best.
27. Our Vision & Mission
Vision:
To be the most respected and referred
Investment Advisory brand and to spread
Our InCan family throughout India.
Mission:
To help People feel confident about
their financial future and help them turn
their dreams into reality.
TO CREATE WEALTH FOR OUR
CLIENTS.
28. Market Overview
In the past two days we saw that Sensex
declined by over a 1000 points and Nifty
by over 300 points, the main reason being
the news flow regarding monsoon
predictions which made it worse than it
was anticipated even after the cut in repo
rate by 25 basis points.
With U.S. announcing a hike in the Fed
rates RBI had no room than to reduce the
repo rates to maintain and increase the
flow of investments in india
29. This is a speculative downfall which may even
result into further pull back but we expect the
market to bounce back because of the repo rate
cut due to which the investment flow in india is
expected to increase and the announcement by
our finance minister Arun Jaitley that any
concerns over food shortages are far fetched.
Which will stabilize the market and again set it
on an increasing trend.
And we believe that the market will see an
increase of 10-15% in the coming year.
30. A Few Pointers
Sectors going strong and expected to
boom:-
Banking & Finances
Telecom
Infrastructure
Automobile
Power
FMCG
31. Bharti Infratel (Debt free company with
increasing flow of foriegn Investment)
Bajaj Holding (Undervalued and debt free)
Reliance Infrastructure (Low downside risk along
with being undervalued)
Great Eastern Shipping (Low PE ratio,
Undervalued and increasing profit trend)
TATA Motors (JLR UK sales up by
11.6%,Jaguar UK up by 16.9%, Land Rover UK
up by 10%)
Companies to look out for