SlideShare a Scribd company logo
1 of 22
A  Wealth Management & Financial Planning Firm Equity  I  Commodity  I  Currency  I Mutual Funds I Real Estate I  Bonds & IPO’s I  Financial Planning Presentation on Financial Planning
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Overview of the Firm ,[object Object],[object Object],[object Object],Vision ,[object Object],[object Object],[object Object],[object Object],About Us
Core Team Click on the sign above to see Public Profiles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Amit Marwah, CFA Head – Business Strategy ,[object Object],[object Object],[object Object]
Media Coverage  Delhi based Entrepreneur Abhishek Marwah, On providing affordable and authentic investment advice! Marwah Financial, CEO and Founder Abhishek Marwah tells Jayshree Pyasi that affordable and authentic advice is their key differentiator. In an interview with Yogita Khatri of myiris.com, Abhishek Marwah, founder & CEO, Marwah Financial  Get authentic financial services at Marwah Financial  Click on Icons to read the  complete interviews
A wide range of products ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Products &  Services Equity & Debt Financial Planning Real Estate Commodities
Wishes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is the Solution Mutual Funds
Financial Planning Mutual Funds Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement
Financial Planning: A snapshot Mutual Funds Financial Planning  actually involves 6 simple steps following which you can gain Financial Independence.
A comprehensive financial plan is a document that helps you get a clear understanding of your financial position now and on into the future.  In this way, a financial plan provides peace of mind and clarity about what lies ahead.  How does it do this?  By mapping out definitive ways for you to achieve your goals and dreams. What is a Financial Plan
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why Get a Financial Plan
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],What’s the process of getting a comprehensive financial plan?
[object Object],[object Object],[object Object],[object Object],[object Object],Why do you need a financial planner
[object Object],[object Object],[object Object],[object Object],Role of a Financial Planner
We are your one stop shop for all your financial needs….
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why Marwah Financial
[object Object],[object Object],[object Object],[object Object],Our Philosophy as a financial planner
Contact Information  Abhishek Marwah Founder & CEO M :  +91 9311572247 E-mail:  amarwah@marwahfinancial.com Marwah Financial Services (MFS India) 719, Amba Tower, D.C Chowk, Sector-9, Rohini, Delhi-110085 India Board: +91.11.47016500 [email_address] http://www.marwahfinancial.com/ Dipin Kwatra Head, Trading and Investments M :  +91 9810063616 E-mail:  dipin@marwahfinancial.com

More Related Content

More from Marwah Financial®

Equities - Good investments are invariably made in bad times.
Equities - Good investments are invariably made in bad times.Equities - Good investments are invariably made in bad times.
Equities - Good investments are invariably made in bad times.Marwah Financial®
 
Inverted yield curve - An investment opportunity in Fixed Income
Inverted yield curve - An investment opportunity in Fixed IncomeInverted yield curve - An investment opportunity in Fixed Income
Inverted yield curve - An investment opportunity in Fixed IncomeMarwah Financial®
 
Investment Guide for the new age Professional
Investment Guide for the new age ProfessionalInvestment Guide for the new age Professional
Investment Guide for the new age ProfessionalMarwah Financial®
 
Featured in the Education Post
Featured in the Education PostFeatured in the Education Post
Featured in the Education PostMarwah Financial®
 
Trading Picks of Marwah Financial (January 2013)
Trading Picks of Marwah Financial (January 2013)Trading Picks of Marwah Financial (January 2013)
Trading Picks of Marwah Financial (January 2013)Marwah Financial®
 

More from Marwah Financial® (7)

Equities - Good investments are invariably made in bad times.
Equities - Good investments are invariably made in bad times.Equities - Good investments are invariably made in bad times.
Equities - Good investments are invariably made in bad times.
 
Inverted yield curve - An investment opportunity in Fixed Income
Inverted yield curve - An investment opportunity in Fixed IncomeInverted yield curve - An investment opportunity in Fixed Income
Inverted yield curve - An investment opportunity in Fixed Income
 
Debt Funds Simplified
Debt Funds SimplifiedDebt Funds Simplified
Debt Funds Simplified
 
Investment Guide for the new age Professional
Investment Guide for the new age ProfessionalInvestment Guide for the new age Professional
Investment Guide for the new age Professional
 
Mint 50 Best Funds
Mint 50 Best FundsMint 50 Best Funds
Mint 50 Best Funds
 
Featured in the Education Post
Featured in the Education PostFeatured in the Education Post
Featured in the Education Post
 
Trading Picks of Marwah Financial (January 2013)
Trading Picks of Marwah Financial (January 2013)Trading Picks of Marwah Financial (January 2013)
Trading Picks of Marwah Financial (January 2013)
 

Recently uploaded

Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...makika9823
 
Malad Call Girl in Services 9892124323 | ₹,4500 With Room Free Delivery
Malad Call Girl in Services  9892124323 | ₹,4500 With Room Free DeliveryMalad Call Girl in Services  9892124323 | ₹,4500 With Room Free Delivery
Malad Call Girl in Services 9892124323 | ₹,4500 With Room Free DeliveryPooja Nehwal
 
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Pooja Nehwal
 
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...Pooja Nehwal
 
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptxFinTech Belgium
 
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure serviceCall US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure servicePooja Nehwal
 
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...shivangimorya083
 
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...Call Girls in Nagpur High Profile
 
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur EscortsCall Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escortsranjana rawat
 
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyInterimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyTyöeläkeyhtiö Elo
 
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptxOAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptxhiddenlevers
 
Stock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdfStock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdfMichael Silva
 
Monthly Market Risk Update: April 2024 [SlideShare]
Monthly Market Risk Update: April 2024 [SlideShare]Monthly Market Risk Update: April 2024 [SlideShare]
Monthly Market Risk Update: April 2024 [SlideShare]Commonwealth
 
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur EscortsHigh Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escortsranjana rawat
 
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...Suhani Kapoor
 
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdfFinTech Belgium
 
The Economic History of the U.S. Lecture 18.pdf
The Economic History of the U.S. Lecture 18.pdfThe Economic History of the U.S. Lecture 18.pdf
The Economic History of the U.S. Lecture 18.pdfGale Pooley
 
20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdfAdnet Communications
 
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130  Available With RoomVIP Kolkata Call Girl Serampore 👉 8250192130  Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Roomdivyansh0kumar0
 

Recently uploaded (20)

Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
Independent Lucknow Call Girls 8923113531WhatsApp Lucknow Call Girls make you...
 
Malad Call Girl in Services 9892124323 | ₹,4500 With Room Free Delivery
Malad Call Girl in Services  9892124323 | ₹,4500 With Room Free DeliveryMalad Call Girl in Services  9892124323 | ₹,4500 With Room Free Delivery
Malad Call Girl in Services 9892124323 | ₹,4500 With Room Free Delivery
 
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
Independent Call Girl Number in Kurla Mumbai📲 Pooja Nehwal 9892124323 💞 Full ...
 
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
Dharavi Russian callg Girls, { 09892124323 } || Call Girl In Mumbai ...
 
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
02_Fabio Colombo_Accenture_MeetupDora&Cybersecurity.pptx
 
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure serviceCall US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
 
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
Russian Call Girls In Gtb Nagar (Delhi) 9711199012 💋✔💕😘 Naughty Call Girls Se...
 
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
 
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur EscortsCall Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
Call Girls Service Nagpur Maya Call 7001035870 Meet With Nagpur Escorts
 
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance CompanyInterimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
Interimreport1 January–31 March2024 Elo Mutual Pension Insurance Company
 
Commercial Bank Economic Capsule - April 2024
Commercial Bank Economic Capsule - April 2024Commercial Bank Economic Capsule - April 2024
Commercial Bank Economic Capsule - April 2024
 
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptxOAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
OAT_RI_Ep19 WeighingTheRisks_Apr24_TheYellowMetal.pptx
 
Stock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdfStock Market Brief Deck for 4/24/24 .pdf
Stock Market Brief Deck for 4/24/24 .pdf
 
Monthly Market Risk Update: April 2024 [SlideShare]
Monthly Market Risk Update: April 2024 [SlideShare]Monthly Market Risk Update: April 2024 [SlideShare]
Monthly Market Risk Update: April 2024 [SlideShare]
 
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur EscortsHigh Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
High Class Call Girls Nagpur Grishma Call 7001035870 Meet With Nagpur Escorts
 
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
VIP Call Girls LB Nagar ( Hyderabad ) Phone 8250192130 | ₹5k To 25k With Room...
 
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
 
The Economic History of the U.S. Lecture 18.pdf
The Economic History of the U.S. Lecture 18.pdfThe Economic History of the U.S. Lecture 18.pdf
The Economic History of the U.S. Lecture 18.pdf
 
20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf
 
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130  Available With RoomVIP Kolkata Call Girl Serampore 👉 8250192130  Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
 

MFS - Financial Planning

  • 1. A Wealth Management & Financial Planning Firm Equity I Commodity I Currency I Mutual Funds I Real Estate I Bonds & IPO’s I Financial Planning Presentation on Financial Planning
  • 2.
  • 3.
  • 4.
  • 5. Media Coverage Delhi based Entrepreneur Abhishek Marwah, On providing affordable and authentic investment advice! Marwah Financial, CEO and Founder Abhishek Marwah tells Jayshree Pyasi that affordable and authentic advice is their key differentiator. In an interview with Yogita Khatri of myiris.com, Abhishek Marwah, founder & CEO, Marwah Financial  Get authentic financial services at Marwah Financial  Click on Icons to read the complete interviews
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. What is the Solution Mutual Funds
  • 11. Financial Planning Mutual Funds Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement
  • 12. Financial Planning: A snapshot Mutual Funds Financial Planning actually involves 6 simple steps following which you can gain Financial Independence.
  • 13. A comprehensive financial plan is a document that helps you get a clear understanding of your financial position now and on into the future. In this way, a financial plan provides peace of mind and clarity about what lies ahead. How does it do this? By mapping out definitive ways for you to achieve your goals and dreams. What is a Financial Plan
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19. We are your one stop shop for all your financial needs….
  • 20.
  • 21.
  • 22. Contact Information Abhishek Marwah Founder & CEO M : +91 9311572247 E-mail: amarwah@marwahfinancial.com Marwah Financial Services (MFS India) 719, Amba Tower, D.C Chowk, Sector-9, Rohini, Delhi-110085 India Board: +91.11.47016500 [email_address] http://www.marwahfinancial.com/ Dipin Kwatra Head, Trading and Investments M : +91 9810063616 E-mail: dipin@marwahfinancial.com

Editor's Notes

  1. I’m sure you have a bunch of questions like --- who, what, where…. Don’t worry, here’s the solution ---