The document summarizes the key topics covered in an 8-week online course on managing personal finances. The course covered financial planning, income and taxation, budgeting, debt and interest, savings and investments, buying property, occupational pensions, and insurance. Some of the main points included determining financial goals and developing a financial plan, understanding income sources and tax obligations, creating a budget, defining different types of debt and interest, and reasons for purchasing different types of insurance.
SIP Mutual Funds - best investment option to take your financials to next level. Meet all you financial goals like Vehicle Purchase, Building corpus, Home purchase, children higher education, retirement planning etc
Online investment option in mutual funds through online website or android app on the move
Ojijo, the author, is a financial literacy & personal development speaker; performance poet; lawyer; researcher; trainer; social entrepreneur; network marketer; spiritualist, (Practicing Open Religion); and author diversely published in religion, poetry, law, history, politics, languages, financial literacy and financial investments, and personal development!
Hello, and welcome to the first Investment Bond webinar for 2017 - Investment Bond’s and Education Funding.
Presented by Greg Bird, National manager advice and strategy for investment bonds, Australian Unity Wealth.
Lifeplan Australia Friendly Society ABN 78 087 649 492 AFSL 237989. Property of the Australian Unity Group. Not to be reproduced without permission.
SIP Mutual Funds - best investment option to take your financials to next level. Meet all you financial goals like Vehicle Purchase, Building corpus, Home purchase, children higher education, retirement planning etc
Online investment option in mutual funds through online website or android app on the move
Ojijo, the author, is a financial literacy & personal development speaker; performance poet; lawyer; researcher; trainer; social entrepreneur; network marketer; spiritualist, (Practicing Open Religion); and author diversely published in religion, poetry, law, history, politics, languages, financial literacy and financial investments, and personal development!
Hello, and welcome to the first Investment Bond webinar for 2017 - Investment Bond’s and Education Funding.
Presented by Greg Bird, National manager advice and strategy for investment bonds, Australian Unity Wealth.
Lifeplan Australia Friendly Society ABN 78 087 649 492 AFSL 237989. Property of the Australian Unity Group. Not to be reproduced without permission.
This presentation is made by students of ACPCE - Anamika Mishra, Kirti Karawde, Prathamesh Mahadik, and Ritik Kale.
This presentation introduces the concept of financial literacy to the young generation. It also gives tips on how to go from financially crippled to financially able.
Systematic Investment Plan (SIP) is a financial planning tool that helps you to create wealth, by investing small sums of money every month, over a period of time. A Systematic Investment Plan (SIP) has been a vehicle offered by mutual funds to help investors invest regularly in a disciplined manner.
Features:
1. Diversified Allocation: Your funds are invested across various asset and equity classes providing you the right mix of risk exposure.
2. Low Cost: Mutual Funds charge less than 2.25% per annum as expenses which is way better than spending as high as 6% on ULIPs.
3. Professional Portfolio Management: With Mutual Funds, you get the assurance that your money is in the hands of professionals. You can get them to take up the cumbersome and tricky task of timing the market and deciding the right mix for investing your money.
4. Liquidity: Unlike ULIPs, one is not penalised for exiting a child mutual fund plan prematurely. In case one is in dire need of liquid money, one can always stop and exit which makes Mutual Fund SIPs highly liquid.
The best possible investment plan for your child's bright future is to invest in your child's education and taking all these factors into consideration, Mutual Funds are the best possible way which will help you give him that.
Systematic Investment Plan (SIP) is a financial planning tool that helps you to create wealth, by investing small sums of money every month, over a period of time. A Systematic Investment Plan (SIP) has been a vehicle offered by mutual funds to help investors invest regularly in a disciplined manner.
Features:
1. Diversified Allocation: Your funds are invested across various asset and equity classes providing you the right mix of risk exposure.
2. Low Cost: Mutual Funds charge less than 2.25% per annum as expenses which is way better than spending as high as 6% on ULIPs.
3. Professional Portfolio Management: With Mutual Funds, you get the assurance that your money is in the hands of professionals. You can get them to take up the cumbersome and tricky task of timing the market and deciding the right mix for investing your money.
4. Liquidity: Unlike ULIPs, one is not penalized for exiting a child mutual fund plan prematurely. In case one is in dire need of liquid money, one can always stop and exit which makes Mutual Fund SIPs highly liquid.
The best possible investment plan for your child's bright future is to invest in your child's education and taking all these factors into consideration, Mutual Funds are the best possible way which will help you give him that.
Whether you want to teach your children or grandchildren smart money-management strategies, help them pay for university or set them up for financial success as adults, it’s important to jump-start saving and investing for them early on. For more information visit https://www.tudorfranklin.co.uk
Drawing from the principles of "Rich Dad Poor Dad," acquiring wealth involves a distinct mindset. Embrace financial education as a cornerstone. Understand assets versus liabilities, and prioritize investments that generate passive income. This shift in perspective lays the foundation for sustainable wealth accumulation.
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
Presentation - GAURAV PALARIA Slides Full slide.pptxGaurav Palaria
A generation gap or generational gap is a difference of opinions between one generation and another regarding beliefs, politics, or values. In today's usage, generation gap often refers to a perceived gap between younger people and their parents or grandparents
KEY TAKEAWAYS
A generation gap is defined as the different thoughts and worldviews held by different generational cohorts.
The generation gap between individuals can be used to explain differences in the worldviews and actions observed among those of different age groups.
The current living generations are the Greatest Generation, the silent generation, baby boomers, Generation X, millennials, and Generation Z.
Businesses often aim to understand the different characteristics of each generation to better create and market their products and services.
Employers seek to reduce the generational gap within the workplace by employing a variety of techniques.
This presentation is made by students of ACPCE - Anamika Mishra, Kirti Karawde, Prathamesh Mahadik, and Ritik Kale.
This presentation introduces the concept of financial literacy to the young generation. It also gives tips on how to go from financially crippled to financially able.
Systematic Investment Plan (SIP) is a financial planning tool that helps you to create wealth, by investing small sums of money every month, over a period of time. A Systematic Investment Plan (SIP) has been a vehicle offered by mutual funds to help investors invest regularly in a disciplined manner.
Features:
1. Diversified Allocation: Your funds are invested across various asset and equity classes providing you the right mix of risk exposure.
2. Low Cost: Mutual Funds charge less than 2.25% per annum as expenses which is way better than spending as high as 6% on ULIPs.
3. Professional Portfolio Management: With Mutual Funds, you get the assurance that your money is in the hands of professionals. You can get them to take up the cumbersome and tricky task of timing the market and deciding the right mix for investing your money.
4. Liquidity: Unlike ULIPs, one is not penalised for exiting a child mutual fund plan prematurely. In case one is in dire need of liquid money, one can always stop and exit which makes Mutual Fund SIPs highly liquid.
The best possible investment plan for your child's bright future is to invest in your child's education and taking all these factors into consideration, Mutual Funds are the best possible way which will help you give him that.
Systematic Investment Plan (SIP) is a financial planning tool that helps you to create wealth, by investing small sums of money every month, over a period of time. A Systematic Investment Plan (SIP) has been a vehicle offered by mutual funds to help investors invest regularly in a disciplined manner.
Features:
1. Diversified Allocation: Your funds are invested across various asset and equity classes providing you the right mix of risk exposure.
2. Low Cost: Mutual Funds charge less than 2.25% per annum as expenses which is way better than spending as high as 6% on ULIPs.
3. Professional Portfolio Management: With Mutual Funds, you get the assurance that your money is in the hands of professionals. You can get them to take up the cumbersome and tricky task of timing the market and deciding the right mix for investing your money.
4. Liquidity: Unlike ULIPs, one is not penalized for exiting a child mutual fund plan prematurely. In case one is in dire need of liquid money, one can always stop and exit which makes Mutual Fund SIPs highly liquid.
The best possible investment plan for your child's bright future is to invest in your child's education and taking all these factors into consideration, Mutual Funds are the best possible way which will help you give him that.
Whether you want to teach your children or grandchildren smart money-management strategies, help them pay for university or set them up for financial success as adults, it’s important to jump-start saving and investing for them early on. For more information visit https://www.tudorfranklin.co.uk
Drawing from the principles of "Rich Dad Poor Dad," acquiring wealth involves a distinct mindset. Embrace financial education as a cornerstone. Understand assets versus liabilities, and prioritize investments that generate passive income. This shift in perspective lays the foundation for sustainable wealth accumulation.
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
Presentation - GAURAV PALARIA Slides Full slide.pptxGaurav Palaria
A generation gap or generational gap is a difference of opinions between one generation and another regarding beliefs, politics, or values. In today's usage, generation gap often refers to a perceived gap between younger people and their parents or grandparents
KEY TAKEAWAYS
A generation gap is defined as the different thoughts and worldviews held by different generational cohorts.
The generation gap between individuals can be used to explain differences in the worldviews and actions observed among those of different age groups.
The current living generations are the Greatest Generation, the silent generation, baby boomers, Generation X, millennials, and Generation Z.
Businesses often aim to understand the different characteristics of each generation to better create and market their products and services.
Employers seek to reduce the generational gap within the workplace by employing a variety of techniques.
While talking about the financial aspect how finance help in management decisions and all which decision are to be taking as well as putting rigidity in mind forward looking
Presentation on tactics and tools used for means of communication these tools have now upgraded due to time and value people conduct communication with the help of software like zoom,Microsoft team app,using various solution like 3cx infarct due to time the up gradation mad software to save time effort and energy
This comprehensive program covers essential aspects of performance marketing, growth strategies, and tactics, such as search engine optimization (SEO), pay-per-click (PPC) advertising, content marketing, social media marketing, and more
13. Debt arises when we borrow
money, and there are many forms
of borrowing – from credit card
debt to bank overdrafts, bank
loans, student loans (to finance
higher education) and mortgages
(to finance the purchase of
property or land).
14. DEBT IS MONEY OWNED BY PARTYTHE
BORROWER OR DEBTORS
INTREST IS PAYMENT FROM A BORROWER
OR DEPOSITTAKING FINANCIAL
INSTITUTION
INFLATION ISTHE SUSTAINED PRICE LEVEL
OF GOODS AND SERVICES
15. Life course stage Motives for saving
Young, single Car, house
Young couple, no children House
Couple with dependent children Saving for children's future, retirement
Single with dependent children Saving for children's future, retirement
Older couple with nearly independent children Savings for childrens future, retirement
Older, single, no children Retirement
Older couple with independent children Retirement
Couple, retired Use savings for income, bequests
Single, retired Use savings for income, bequests
16. Once you’ve entered the property market,
moving home commonly involves both
buying a new property and selling your
existing one. In these circumstances you’ll
need to manage carefully the timing of the
exchange process – the formal agreement
to buy or to sell a property – to make sure
you don’t end up owning two properties
while desperately trying to sell one of
them
17. if you’re selling your home –
any profits you make by
selling for a higher price than
you paid when you bought it
are not subject to tax
18. A PENSION IS A FUND INTO WHICH A SUM OF
MONEY IS ADDED DURING AN EMPLOYEES
EMPLOYEMENT YEARS AND FROM WHICH
PAYMENTS ARE DRAWN TO SUPPORT THE
PERSON’S RETIREMENT FROM WORK IN
FORM OF PERIODIC PAYEMENTS
