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ெப பாலான
ம க ந த
த டமி த
த மா வ ஏ ?
க அ த த மா ற ைத
தவ க களா எ பைத
எ வா உ த
ெச ெகா வ ?
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நா க இைத
உ க
எளிதாக
வ ள க ேறா
01
ெப பாலான ம க ந த
த டமி த ேதா வ ஏ ப க ற .
ஏெனனி , அவ க அைத ப ற ெதளிவான
ச தைன ேபாத ய ேநர ைத
ஒ வத ைல.
ந த நல எ ப வா ைகையேய
மா ற ய . அ ச கலான அ ல.
நா அைத லபமான வழிகளாக
ப ரி ரி ெகா ேவா .
மிக
க யமான
வ ஷய ,
தாமத கா க
/ேநர ைத
கட தா க
02
க உ க 30-களி ப த ய ேலா,
ஓ கால ைத ெந ேபாேதா அ ல
ஏ கனேவ ஓ ெப றவ எ பெத லா
க யம ல. இனி ேநர ைத
ண க டா எ ப தா மிக க யமான
த ஆ .
இ ேபாேத ெதாட க . உ க ச ல
வ ட களி த ப க ைட க ய
ெவ மத கைள க கேள
அச வ க .
க ற த
ெச க .
அ எ ேபா ேம
பயனளி .
03
இைணய தள வ ந த
க வ யற ப ற ய ந பகமான தகவ க
இ க றன. அைத க டற வத
அத கேநர ேதைவய ைல. ேந ைமயான
ந த ஆேலாசக க ப ேவ இலவச
வ ழி ண ம க வ யற
த ட கைள நட த வ க றன . ய ந த
ந ைல ப ற ஆ ச த த ப ற
ெவ க . அத ப ற க அத
ெசய ைறைய வ ப
ஆர ப வ க .
இைவ அைன ைத
க தனியாக
ெச ய யா .
ேம ,
ச ேதாஷமான ெச த
எ னெவ றா
க இைத தனி
ெச
அவச ய மி ைல.
04
சரியான ந த ஆேலாசகைர ேத ெச வ
எ ப வா ைகையேய மா ற ய . அ
ஒ சரியான ம வ , ஆச ரிய அ ல
பய ச யாளைர ேத ெச வத சம . பல
வ ட அ பவ அற ைவ அத க க டண
ெச தாம பய ப த ெகா க .
இதனா உ க ந த வா ைக ற மாக
மா . இ அ பைட மனித உரிைம ட.
எனேவ, இ த ெதாட க க .
நா எ ப
ேத ெத ப ?
எ ைடய
அ த ய ச
எ னவாக
இ க
ேவ ?
05
ஒ ச ன ய ச ச ற த ஆர பமாக
அைமயலா . ஒ ேந ைமயான கா
ஆேலாசகரிட ேபச உ க ேதைவைய ப ற
ஆராய ெதாட க . உ களி கா
த ட க உ க வா ைகய ற ப ட
ேநா க கைள ந ைறேவ வதாக இ த
ேவ .
ஹா ப ேநஷ பா ன க நம நா ைட
ஆேரா க யமான, மக ச யான ம ந த
த யாக அத க பா கா ள எத கால
ெகா ட நாடக உ வா க அயரா உைழ
ெகா க றா க . இ த இய க த
ேச த க . இைத ப ற அைனவரிட
ெதரிய ப த , அவ க சரியான வா ைக
ேத ெத க & ந த கைள எ க
உதவ ெச த க .
ந ற
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(Tamil) Help your clients get better at financial planning

  • 1. ெப பாலான ம க ந த த டமி த த மா வ ஏ ? க அ த த மா ற ைத தவ க களா எ பைத எ வா உ த ெச ெகா வ ? Powered by Jubi.AI HappyNation
  • 2. நா க இைத உ க எளிதாக வ ள க ேறா 01 ெப பாலான ம க ந த த டமி த ேதா வ ஏ ப க ற . ஏெனனி , அவ க அைத ப ற ெதளிவான ச தைன ேபாத ய ேநர ைத ஒ வத ைல. ந த நல எ ப வா ைகையேய மா ற ய . அ ச கலான அ ல. நா அைத லபமான வழிகளாக ப ரி ரி ெகா ேவா .
  • 3. மிக க யமான வ ஷய , தாமத கா க /ேநர ைத கட தா க 02 க உ க 30-களி ப த ய ேலா, ஓ கால ைத ெந ேபாேதா அ ல ஏ கனேவ ஓ ெப றவ எ பெத லா க யம ல. இனி ேநர ைத ண க டா எ ப தா மிக க யமான த ஆ . இ ேபாேத ெதாட க . உ க ச ல வ ட களி த ப க ைட க ய ெவ மத கைள க கேள அச வ க .
  • 4. க ற த ெச க . அ எ ேபா ேம பயனளி . 03 இைணய தள வ ந த க வ யற ப ற ய ந பகமான தகவ க இ க றன. அைத க டற வத அத கேநர ேதைவய ைல. ேந ைமயான ந த ஆேலாசக க ப ேவ இலவச வ ழி ண ம க வ யற த ட கைள நட த வ க றன . ய ந த ந ைல ப ற ஆ ச த த ப ற ெவ க . அத ப ற க அத ெசய ைறைய வ ப ஆர ப வ க .
  • 5. இைவ அைன ைத க தனியாக ெச ய யா . ேம , ச ேதாஷமான ெச த எ னெவ றா க இைத தனி ெச அவச ய மி ைல. 04 சரியான ந த ஆேலாசகைர ேத ெச வ எ ப வா ைகையேய மா ற ய . அ ஒ சரியான ம வ , ஆச ரிய அ ல பய ச யாளைர ேத ெச வத சம . பல வ ட அ பவ அற ைவ அத க க டண ெச தாம பய ப த ெகா க . இதனா உ க ந த வா ைக ற மாக மா . இ அ பைட மனித உரிைம ட. எனேவ, இ த ெதாட க க .
  • 6. நா எ ப ேத ெத ப ? எ ைடய அ த ய ச எ னவாக இ க ேவ ? 05 ஒ ச ன ய ச ச ற த ஆர பமாக அைமயலா . ஒ ேந ைமயான கா ஆேலாசகரிட ேபச உ க ேதைவைய ப ற ஆராய ெதாட க . உ களி கா த ட க உ க வா ைகய ற ப ட ேநா க கைள ந ைறேவ வதாக இ த ேவ .
  • 7. ஹா ப ேநஷ பா ன க நம நா ைட ஆேரா க யமான, மக ச யான ம ந த த யாக அத க பா கா ள எத கால ெகா ட நாடக உ வா க அயரா உைழ ெகா க றா க . இ த இய க த ேச த க . இைத ப ற அைனவரிட ெதரிய ப த , அவ க சரியான வா ைக ேத ெத க & ந த கைள எ க உதவ ெச த க . ந ற Powered by Jubi.AI HappyNation