1. Touching Lives to make
people financially successful
and wealthy.
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

2. Some facts :
Counselled 4500+ individuals in
Personal financial management.
Helping 185 families to manage
Personal financial management.
Asset Under Consultation :185 cr +.
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

3. How you would like to use your
money to be satisfied ?
Are you doing it ?
What do you do when it comes to
financial planning ?
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

4. Gold investment.
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ARB financial consultants, Pune
8862079291,8793107044

5. What is the reason of your
confusion ?
The market is of sellers
Every body is selling you some
thing for their benefit.
So agent know his/her benefit, do
you ?
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

6. Important rules
Budget your finances.
Identify Need and Want.
Build asset first.
Keep your investment diversified.
Invest with objective in mind.
No emotions in financial management.
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

7. Financial planning services is
solution of all your problems
Financial planning has a capacity
to solve all these problems.
Which gives you more clarity about the
thinking process to take these all
decisions PROACTI ELY !
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

8. What is a Financial planning ?
It is a process of channelizing your
existing investment and future income to
complete your financial goal and if your
cash flow permits , you should step up to
the next socioeconomic level .
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

9. What are the steps involved.
Wealth
creation
Aspirations
Responsibilities
Liabilities.
Foundation : FRM
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ARB financial consultants, Pune
020-24530072, 8862079291,8793107044

10. Process of Financial planning ?
Review
Data
gathering
Implementation
Goal
setting
Investment
portfolio creation
Cash flow analysis
Preparation of
financial plan
Cash flow
protection
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

11. Benefits of Financial planning ?
Immediate :
1. Get direct control on your finances.( Many of us really don't
know what is happening with our money.)
2. You will have a defined financial goals for your life.
3. You know clearly which funds are kept for what and what to
expect from investments.
4. have a proper financial risk management plan in place.
5. Proper and optimum utilization of moneys.
6. The superior quality of financial decisions and ultimately
financial life.
7.Increases the probability achieving of financial goals.
8. Saves you from possible pitfalls in financial world.
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

12. Disadvantages of not doing
Financial planning ?
1. May be under stress. Dis-satisfied with the situations.
2. Fall prey to financial product sellers in the financial market who
comes to you in different roles.
3. Find it difficult to cope up with financial requirements.
4 . Underutilization of resources or taking excessive risk in
investments.
5. You and your family may be at higher financial risk and when the
time comes probably no one is there to help you.
6. May not able to identify financial goals and haphazard way of
financial decisions.
7. You will always keep on wondering where your hard earned
money goes ?
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ARB financial consultants, Pune
8862079291,8793107044

13. ARB Financial consultants
We are one of the leading fee based financial planning firm
in Pune, working with a mission to provide financial planning
to large cross section of the society .
Our specialty :
1. Financial planning is a full time Profession for us.
2. Not in selling of financial products.
3. Provide unbiased advice to our client.
4. Want to build long term relationship.
5. Driven by business ethics
6. Customized approach .
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044

14. Let’s Begin
Contact us :
ARB Financial consultants .
“ Snehashanti “, Navi Peth, Off shastri road.
Pune.
Website
E-Mail
Cell
: www.arbfinancials.com
: arbfinancials@gmail.com
: +91- 88620-79292/88620-79291
Accessible , Reliable and Believable relationship
ARB financial consultants, Pune
8862079291,8793107044