Lost your job ? Dont know where to turn ? We are here to help !Bryan Milne
You may be faced with a number of challenges that go along with a career transition. You need advice on severance payments, monthly cash management, Tax issues with lump sum payments, transfer of Employer investment, retirement or health befit plans. We have a complete team of industry experts that work together to deliver a comprehensive written financial plan that deals with the facts of this event and help you adjust to the new future.
Hi Friends,This presentation provides the details about the pension plan and its benefit.You can know now that why pension plan is important for life and in old age.For more details visit here :- www.thepolicykart.com..also you can check cons and pros of this plan also,because many companies provide pension plan,but the executive didn't provide the proper details to them.
Lost your job ? Dont know where to turn ? We are here to help !Bryan Milne
You may be faced with a number of challenges that go along with a career transition. You need advice on severance payments, monthly cash management, Tax issues with lump sum payments, transfer of Employer investment, retirement or health befit plans. We have a complete team of industry experts that work together to deliver a comprehensive written financial plan that deals with the facts of this event and help you adjust to the new future.
Hi Friends,This presentation provides the details about the pension plan and its benefit.You can know now that why pension plan is important for life and in old age.For more details visit here :- www.thepolicykart.com..also you can check cons and pros of this plan also,because many companies provide pension plan,but the executive didn't provide the proper details to them.
For many business owners, estate planning and business succession planning is the furthest thing from their minds when starting a business; this presentation talks about why it needs to be one of the first things on their minds
Understanding annuities once and for allKirk Ashburn
Your guide to understanding the fundamentals of annuities, including their pros and cons, in an easy to understand manner so you can make an educated decision. Is guaranteed income for the rest of my life important to me? Is protecting the downside of my investment important to my family? Will I sleep better at night knowing that my investment will not lose value if the market drops tomorrow?
While planning for investing in tax savings instruments, you should be focusing on your portfolio asset allocation rather than safety of returns or recent past performance.
Investing is an important part of achieving financial stability. It's one of those crucial financial tips that young individuals, as well as those over the age of 40 years, should keep in mind. When you invest a portion of your income, you keep yourself ready to face any financial emergency. Whether it's medical uncertainty, sudden losses in business, or layoffs in your organisation, investment assists in every difficult time.
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For many business owners, estate planning and business succession planning is the furthest thing from their minds when starting a business; this presentation talks about why it needs to be one of the first things on their minds
Understanding annuities once and for allKirk Ashburn
Your guide to understanding the fundamentals of annuities, including their pros and cons, in an easy to understand manner so you can make an educated decision. Is guaranteed income for the rest of my life important to me? Is protecting the downside of my investment important to my family? Will I sleep better at night knowing that my investment will not lose value if the market drops tomorrow?
While planning for investing in tax savings instruments, you should be focusing on your portfolio asset allocation rather than safety of returns or recent past performance.
Investing is an important part of achieving financial stability. It's one of those crucial financial tips that young individuals, as well as those over the age of 40 years, should keep in mind. When you invest a portion of your income, you keep yourself ready to face any financial emergency. Whether it's medical uncertainty, sudden losses in business, or layoffs in your organisation, investment assists in every difficult time.
the choice of financial professionals
Print
Digital
Websites
Creative
Marketing
Personalised Client Marketing Factsheets
You may also be interested in
Financial adviser newsletters
Financial adviser client magazines
Personalised marketing factsheets
Financial adviser Corporate brochures
Personalised 2014/15 Tax Data card
Bespoke publishing services
Financial adviser client marketing factsheets
Goldmine Media's professional financial adviser factsheets will enable your business to extend client communication, raise brand awareness, improve marketing efficiency, enhance client retention and increase sales.
Generate further repeat business opportunities
This service has been designed to generate further repeat business opportunities and referrals from your clients. Besides educating and informing clients, you're also achieving greater brand and name recognition, which is a very beneficial way to build lasting relationships.
Nurture relationships as part of your ongoing service proposition
In a post-RDR environment, there has never been a more important time to communicate with your clients on a regular basis, and each factsheet will ensure that you're able to nurture relationships as part of your ongoing client service proposition.
Each factsheet used as part of a direct mail campaign provides an unrivalled way of maintaining client contact and providing information that your clients know to be impartial, relevant and timely.
• Independent advisors and distributor of financial products, real estate & loans
• Vast Industry experience with comprehensive knowledge of financial products, real estate & mortgage
• Working with Business Class, Professionals, Self Employed & employees of Corporates such as GE Capital, Evalueserve, Simon Carves, Metso Minerals, Canon, McKenzie, Genpact, Cairn India, Philips, Punj Lloyd, Cargill, Hughes, etc.
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1. Your Partner for :
- Financial Planning
- Wealth Management
- Tax Planning
- Portfolio Management
- Mutual Funds
- Insurance
- Real Estate
- Home Loans
- Estate Planning (Wills)
2. Who We Are :
• Independent advisors and distributor of financial products, real estate & loans.
• Vast Industry experience with comprehensive knowledge of financial products, real
estate & mortgage.
• Working with Business Class, Professionals, Self Employed & employees of
Corporates such as GE Capital, Evalueserve, Simon Carves, Metso Minerals, Canon,
McKenzie, Genpact, Cairn India, Philips, Punj Lloyd, Cargill, Hughes, GMR, WAGO,
etc.
3. What Do We Do :
We help you organise and declutter your financial life
We understand, analyse and help you invest for life goals
We will stay with you till you reach your goals in life
We help you avoid take wrong decisions driven by emotions
We help you to be prepared for emergencies and transitions
We will stand by your family members in case of emergencies
We educate you on the do’s and don’ts of money management
We help you to save/invest regularly, bring in discipline
We avoid you make mistakes of getting into latest trends / fads.
We do Asset Allocation & Portfolio Rebalancing on a regular basis and also help
you select top class investment products & schemes
4. Our Products & Services :
Financial Planning
Mutual Fund Advisory – Equity, Debt & Hybrid
Insurance Advisory – Life & General
Tax Planning & Filing
Estate Planning – Wills & Wealth Transfer
Real Estate (Original bookings/Resale/Leasing)
Wealth/Portfolio Management & Advisory
Home loans (New Loans/Balance Transfer)
SME Loans
Project Financing
Documentation Management
14. Investing for Retirement Planning
PPF – A government-backed fund that invests only in government bonds.
Provides tax saving.
Equity Mutual Funds – Invests in the shares of various companies listed on stock
exchanges, chosen by professional Fund Managers after careful and thorough
research & analysis. Provides tax planning option.
Debt Mutual Funds – Invests in a mix of Government bonds, RBI bonds, State
bonds along with various bonds from deeply researched companies. No Tax
saving but lower tax than FDs.
NPS(National Pension System) – Invest in a mix of Stocks, Government bonds,
and Corporate bonds. Tax saving over and above the other sections
Insurance policies – Not suitable at all, as the returns do not even match inflation
and you don’t get the adequate life insurance. Only pure term plan should be
chosen, which is cheap as well as provides proper insurance cover.
15. Returns from various investment options and
allocation to your retirement portfolio
22. THANK YOU
Contact us for
Financial Planning, Investments, Mutual Funds, Real
Estate, Home Loans, Insurance, Wills
Email: contact@finviseindia.com
TEL: +91-9582250638