Planning is bringing the future into the present, so that you can do something about it now. Wise money management can take a lot of worry out of your life.
Know some amazing and important Financial planning tips.
Planning is bringing the future into the present, so that you can do something about it now. Wise money management can take a lot of worry out of your life.
Know some amazing and important Financial planning tips.
Financial Planning - Helping You Sail Successfully into the FutureFrank Wiginton
This is a short e-book I wrote to help dispel some of the myths about financial planning and educate the public on what financial planning really is and what it can do and provide.
Personal Financial planning & ManagementAshish Ongari
Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
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.
Why Retirement plan ( Things to remember while planning for retirement )Singharoy Investment
Retirement is the time when you would like to spend your days doing what you love — travel, live in the farm house, start a poultry farm, restaurant etc. However, I have come across many people who are not very comfortable about retirement thinking that their regular income will then become irregular.
Retirement is the time when you would like to spend your days doing what you love — travel, live in the farm house, start a poultry farm, restaurant etc. However, I have come across many people who are not very comfortable about retirement thinking that their regular income will then become irregular.
Starting early helps save more
It's good if you start planning your finances early – your financial commitments are likely to be fewer, and hence you can salt away more. Planning at the early years of your career also helps compound the corpus many times by the time you retire.
Things to remember while planning for retirement
1: Decide how much income you require to live comfortably in your post-retirement years. Consider aspects like increased medical costs, vacations but reduce costs like children's education and rent, if you own your home. You must map this income on basis of your current lifestyle.
2: Determine how much you need to save regularly, starting today, to have the right amount. Start allocating as much as you can towards your retirement kitty. In case you are currently not in a position to set apart the funds required, start with whatever is at your disposal.
3: Select the right retirement plan, which will help you meet your post-retirement requirements.
4: Start saving now! Then you will have time on your side and can enjoy the power of compounding.
5: Systematically invest a fixed amount every month for your post-retirement years and lead a tension free healthy retirement.
Not only is retirement planning an essential aspect of one's overall financial planning exercise but is also crucial to be commenced early in life. One must always remember that systematic and early retirement planning can help you reduce your financial burden incurred during the post retirement years and help you plan for a carefree and financially secured post retirement life today.
Financial planning is for everyone. If you're like most people, financial planning might seem very complicated and confusing, and you might not know where to start. However, here are some ideas to help you get started.
This document is an attempt to create financial literacy among salaried professionals who have begun their professional career. The intent of the document is to emphasize financial planning and create awareness about various asset classes. The sample financial plan is also available in excel format for you to experiment your financial needs. If your are interested in the excel based plan, please send an email to me.
Should you need any clarification/help, just send an email.
Happy learning!
A General awareness session designed to give participants a better understanding about savings and various investment options available in the Indian context.
If you are between 25- 45 yrs. of Age,Working & Serious about achieving success in your Financial Future, here are some guidelines.......... which can help you.
Admirable Worldwide is one-stop consultancy firm offering comprehensive solutions in Financial Planning and Consulting. We help individuals and corporates to achieve their strategic goals and objectives as well as increasing process efficiencies to optimize revenue and bottom line.
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 your retirement.
Financial Planning is about “Planning Life” and “Financial Prosperity” and involves 95% strategy and 5% products. It is the blueprint for planning and management of all financial affairs for your entire life and consider holistic view that enables you achieving your life’s goals. For further details, please visit "http://www.admirableworldwide.com/".
K.Gandhi Present
Financial Literacy through Financial Planning and knowledge Coaching through Seminars And Article
Financial Literacy in India is very low
People invested there Harden money through mediators like Agents, Brokers , Banker’s Cross sell or Advt. world like T.V.,News paper, tips or own understanding through on line search, past track records etc.. etc.. Due to lack of time.
But when it realizes on later half then its too much late. To avoid this kind of situations with there harden money or trial and error method needs financial planning and update with financial literacy.
Financial Planning - Helping You Sail Successfully into the FutureFrank Wiginton
This is a short e-book I wrote to help dispel some of the myths about financial planning and educate the public on what financial planning really is and what it can do and provide.
Personal Financial planning & ManagementAshish Ongari
Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
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.
Why Retirement plan ( Things to remember while planning for retirement )Singharoy Investment
Retirement is the time when you would like to spend your days doing what you love — travel, live in the farm house, start a poultry farm, restaurant etc. However, I have come across many people who are not very comfortable about retirement thinking that their regular income will then become irregular.
Retirement is the time when you would like to spend your days doing what you love — travel, live in the farm house, start a poultry farm, restaurant etc. However, I have come across many people who are not very comfortable about retirement thinking that their regular income will then become irregular.
Starting early helps save more
It's good if you start planning your finances early – your financial commitments are likely to be fewer, and hence you can salt away more. Planning at the early years of your career also helps compound the corpus many times by the time you retire.
Things to remember while planning for retirement
1: Decide how much income you require to live comfortably in your post-retirement years. Consider aspects like increased medical costs, vacations but reduce costs like children's education and rent, if you own your home. You must map this income on basis of your current lifestyle.
2: Determine how much you need to save regularly, starting today, to have the right amount. Start allocating as much as you can towards your retirement kitty. In case you are currently not in a position to set apart the funds required, start with whatever is at your disposal.
3: Select the right retirement plan, which will help you meet your post-retirement requirements.
4: Start saving now! Then you will have time on your side and can enjoy the power of compounding.
5: Systematically invest a fixed amount every month for your post-retirement years and lead a tension free healthy retirement.
Not only is retirement planning an essential aspect of one's overall financial planning exercise but is also crucial to be commenced early in life. One must always remember that systematic and early retirement planning can help you reduce your financial burden incurred during the post retirement years and help you plan for a carefree and financially secured post retirement life today.
Financial planning is for everyone. If you're like most people, financial planning might seem very complicated and confusing, and you might not know where to start. However, here are some ideas to help you get started.
This document is an attempt to create financial literacy among salaried professionals who have begun their professional career. The intent of the document is to emphasize financial planning and create awareness about various asset classes. The sample financial plan is also available in excel format for you to experiment your financial needs. If your are interested in the excel based plan, please send an email to me.
Should you need any clarification/help, just send an email.
Happy learning!
A General awareness session designed to give participants a better understanding about savings and various investment options available in the Indian context.
If you are between 25- 45 yrs. of Age,Working & Serious about achieving success in your Financial Future, here are some guidelines.......... which can help you.
Admirable Worldwide is one-stop consultancy firm offering comprehensive solutions in Financial Planning and Consulting. We help individuals and corporates to achieve their strategic goals and objectives as well as increasing process efficiencies to optimize revenue and bottom line.
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 your retirement.
Financial Planning is about “Planning Life” and “Financial Prosperity” and involves 95% strategy and 5% products. It is the blueprint for planning and management of all financial affairs for your entire life and consider holistic view that enables you achieving your life’s goals. For further details, please visit "http://www.admirableworldwide.com/".
K.Gandhi Present
Financial Literacy through Financial Planning and knowledge Coaching through Seminars And Article
Financial Literacy in India is very low
People invested there Harden money through mediators like Agents, Brokers , Banker’s Cross sell or Advt. world like T.V.,News paper, tips or own understanding through on line search, past track records etc.. etc.. Due to lack of time.
But when it realizes on later half then its too much late. To avoid this kind of situations with there harden money or trial and error method needs financial planning and update with financial literacy.
• This blog will delve into key strategies and practical tips to help you take control of your finances, make informed decisions, and pave the way for a secure financial future.
Understand the basics of Financial Planning, need for financial planning and common mistakes made in financial planning.To know more or speak with a financial planner visit: www.karvyonline.com or call us on 18004198283.
Retirement Planning is the process of determining and accumulating the retirement corpus one would require to live a comfortable life after the paid work life ends.
The ultimate goal of retirement planning is to achieve financial independence.
Objectives-
To cover medical expenses and be prepared for medical emergencies.
To create regular income sources after retirement.
To deal with any kind of uncertainities.
As the Indian economy will mature, the interest rate and stock market return will continue to moderate resulting in lower return from investment.
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When to Seek Wealth Management Advice For RetirementBryceCampbell11
Retirement is a critical stage of life that requires proper financial planning. It is important to seek wealth management advice to ensure your assets and income sources are secure during this stage of life. Spring Hill, TN financial advisor William Bevins can help you create an individualized retirement plan that will enable you to enjoy your golden years without being burdened by debt or financial uncertainty.
Financial Planning: Building Your Wealth - webinarG&A Partners
How important is your financial security? The stock market has been improving since March, but where is it headed next?
As unemployment continues to grow and traditional methods of financing are becoming strained, join us as we take a look at the importance of Financial Planning. This webinar will walk you through the process of identifying and prioritizing your personal and business goals in order to implement a dynamic plan that will give you peace of mind.
The lure of big money has always thrown investors into the lap of stock markets. However, making money in equities is not easy. It not only requires oodles of patience and discipline, but also a great deal of research and a sound understanding of the market, among others. Here are basic rules which can help you to invest safely in stock market.
Investing in stocks can bring great rewards but it comes with its share of risks and uncertainty. A first time investor and a veteran alike can sometimes get fazed by market volatility.
The stock market has fascinated people for over a century now. Stocks are even seen by many as the quickest way to get rich. However, there are indeed very few investors who see the stock market and stocks in the right perspective. Here are some rules that you must know before invest in stock market.
Basics Of Stock Market Trading | Stock Market Trading Principals Dhanashri Academy
The proliferation of stock market news in the media and the promise of great profits continue to attract many small and medium investors. However, before launching into the world of the stock market it is necessary to take into account a series of basics of stock market.
Differences between Fundamental Analysis and Technical AnalysisDhanashri Academy
A lot of traders especially the beginner traders are being confuse about the differences between the fundamental and technical analysis. Here we explain the difference between fundamental and technical analysis, and discuss how to determine which investing approach is best for you.
Top 10 Tips For Stock Trading In India |Stock Market TipsDhanashri Academy
Beginners should first know that the essential element of stock trading is to spend in a company that you recognize will develop in future. Here are few stock market trading tips and system for thriving trading and investing in Indian stock market.
The Strengths and Weaknesses Fundamental Analysis | Dhanashi Academy Dhanashri Academy
A fundamental analysis is all about getting an understanding of a company, the health of its business and its future projection. It includes reading and analyzing yearly reports and financial statements to get an understanding of the company's comparative advantages, competitors and its market environment.
Stock Market Technical Analysis Courses In Mumbai Dhanashri Academy Dhanashri Academy
Technical Analysis is a study of the past price action to predict the future price Trends. This means that the price of a share tells us as to how the share is going to move in the future and any reasons, let it be Fundamental or Technical, that could lead to a rise or a fall in the share prices is reflected in the price of that share.
http://www.dhanashriacademy.com/
What Is A Demat Account | Demat Account IntroductionDhanashri Academy
Demat Account or dematerialized account provides the facility of holding shares and securities in electronic format. During online trading, shares are bought and held in a demat account, thus facilitating easy trade for the users. A Demat Account holds all the investments an individual makes in shares, government securities, exchange-traded funds, bonds and mutual funds in one place.
Top Share Trading Tips for Success by Dhanashri AcademyDhanashri Academy
"Everybody wants to be rich” and you can become rich if you follow these share trading tips. But, if you don't follow these share trading tips, you'll probably end up broke. Also, if you ever lose money on a trade, make sure you understand why. Re-read these share trading tips and figure out how many of these share trading tips were ignored.
Study about Stock Market | Share Market Courses in MumbaiDhanashri Academy
We are offering different types of courses of stock market like market mantra basic, technical analysis, secret intraday profit and more also going in advanced.
Top Most Intraday Trading Tips - Learning how to day trade doesn't have to be an intimidating method! Here are the top tricks of day trading that every beginner should know.
Technical analysis is done on the basis of historical price movement plotted on a two-dimensional chart. One reason it has become popular is that anybody can look at the chart and see how prices have moved.
Introduction to Indian Financial System ()Avanish Goel
The financial system of a country is an important tool for economic development of the country, as it helps in creation of wealth by linking savings with investments.
It facilitates the flow of funds form the households (savers) to business firms (investors) to aid in wealth creation and development of both the parties
how to sell pi coins in South Korea profitably.DOT TECH
Yes. You can sell your pi network coins in South Korea or any other country, by finding a verified pi merchant
What is a verified pi merchant?
Since pi network is not launched yet on any exchange, the only way you can sell pi coins is by selling to a verified pi merchant, and this is because pi network is not launched yet on any exchange and no pre-sale or ico offerings Is done on pi.
Since there is no pre-sale, the only way exchanges can get pi is by buying from miners. So a pi merchant facilitates these transactions by acting as a bridge for both transactions.
How can i find a pi vendor/merchant?
Well for those who haven't traded with a pi merchant or who don't already have one. I will leave the telegram id of my personal pi merchant who i trade pi with.
Tele gram: @Pi_vendor_247
#pi #sell #nigeria #pinetwork #picoins #sellpi #Nigerian #tradepi #pinetworkcoins #sellmypi
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Contact with Dawood Bhai Just call on +92322-6382012 and we'll help you. We'll solve all your problems within 12 to 24 hours and with 101% guarantee and with astrology systematic. If you want to take any personal or professional advice then also you can call us on +92322-6382012 , ONLINE LOVE PROBLEM & Other all types of Daily Life Problem's.Then CALL or WHATSAPP us on +92322-6382012 and Get all these problems solutions here by Amil Baba DAWOOD BANGALI
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Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...Quotidiano Piemontese
Turin Startup Ecosystem 2024
Una ricerca de il Club degli Investitori, in collaborazione con ToTeM Torino Tech Map e con il supporto della ESCP Business School e di Growth Capital
What website can I sell pi coins securely.DOT TECH
Currently there are no website or exchange that allow buying or selling of pi coins..
But you can still easily sell pi coins, by reselling it to exchanges/crypto whales interested in holding thousands of pi coins before the mainnet launch.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and resell to these crypto whales and holders of pi..
This is because pi network is not doing any pre-sale. The only way exchanges can get pi is by buying from miners and pi merchants stands in between the miners and the exchanges.
How can I sell my pi coins?
Selling pi coins is really easy, but first you need to migrate to mainnet wallet before you can do that. I will leave the telegram contact of my personal pi merchant to trade with.
Tele-gram.
@Pi_vendor_247
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...Vighnesh Shashtri
In India, financial inclusion remains a critical challenge, with a significant portion of the population still unbanked. Non-Banking Financial Companies (NBFCs) have emerged as key players in bridging this gap by providing financial services to those often overlooked by traditional banking institutions. This article delves into how NBFCs are fostering financial inclusion and empowering the unbanked.
when will pi network coin be available on crypto exchange.DOT TECH
There is no set date for when Pi coins will enter the market.
However, the developers are working hard to get them released as soon as possible.
Once they are available, users will be able to exchange other cryptocurrencies for Pi coins on designated exchanges.
But for now the only way to sell your pi coins is through verified pi vendor.
Here is the telegram contact of my personal pi vendor
@Pi_vendor_247
how can i use my minded pi coins I need some funds.DOT TECH
If you are interested in selling your pi coins, i have a verified pi merchant, who buys pi coins and resell them to exchanges looking forward to hold till mainnet launch.
Because the core team has announced that pi network will not be doing any pre-sale. The only way exchanges like huobi, bitmart and hotbit can get pi is by buying from miners.
Now a merchant stands in between these exchanges and the miners. As a link to make transactions smooth. Because right now in the enclosed mainnet you can't sell pi coins your self. You need the help of a merchant,
i will leave the telegram contact of my personal pi merchant below. 👇 I and my friends has traded more than 3000pi coins with him successfully.
@Pi_vendor_247
how to swap pi coins to foreign currency withdrawable.DOT TECH
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
However, Pi Network has announced plans to launch its Testnet and Mainnet in the future, which may include listing Pi on exchanges.
The current method for selling pi coins involves exchanging them with a pi vendor who purchases pi coins for investment reasons.
If you want to sell your pi coins, reach out to a pi vendor and sell them to anyone looking to sell pi coins from any country around the globe.
Below is the contact information for my personal pi vendor.
Telegram: @Pi_vendor_247
USDA Loans in California: A Comprehensive Overview.pptxmarketing367770
USDA Loans in California: A Comprehensive Overview
If you're dreaming of owning a home in California's rural or suburban areas, a USDA loan might be the perfect solution. The U.S. Department of Agriculture (USDA) offers these loans to help low-to-moderate-income individuals and families achieve homeownership.
Key Features of USDA Loans:
Zero Down Payment: USDA loans require no down payment, making homeownership more accessible.
Competitive Interest Rates: These loans often come with lower interest rates compared to conventional loans.
Flexible Credit Requirements: USDA loans have more lenient credit score requirements, helping those with less-than-perfect credit.
Guaranteed Loan Program: The USDA guarantees a portion of the loan, reducing risk for lenders and expanding borrowing options.
Eligibility Criteria:
Location: The property must be located in a USDA-designated rural or suburban area. Many areas in California qualify.
Income Limits: Applicants must meet income guidelines, which vary by region and household size.
Primary Residence: The home must be used as the borrower's primary residence.
Application Process:
Find a USDA-Approved Lender: Not all lenders offer USDA loans, so it's essential to choose one approved by the USDA.
Pre-Qualification: Determine your eligibility and the amount you can borrow.
Property Search: Look for properties in eligible rural or suburban areas.
Loan Application: Submit your application, including financial and personal information.
Processing and Approval: The lender and USDA will review your application. If approved, you can proceed to closing.
USDA loans are an excellent option for those looking to buy a home in California's rural and suburban areas. With no down payment and flexible requirements, these loans make homeownership more attainable for many families. Explore your eligibility today and take the first step toward owning your dream home.
2. What is Financial Planning?
• A financial plan is an assessment of your current financial
situation and steps to improve it in future.
• It is a forward looking document, taking into consideration
your needs, goals and requirements based on certain
assumptions.
• A systematic approach to plan your finances the need-based
way.
• A continuous process driven to reflect the necessary changes
at the micro and macro level. If you fail to plan, you plan to
fail.
3. Financial Literacy in India is
very low
• People invested there Harden money through mediators like
Agents, Brokers , Banker’s Cross sell or Advt. world like
T.V.,News paper, tips or own understanding through on line
search, past track records etc.. etc.. Due to lack of time.
• But when it realizes on later half then its too much late. To
avoid this kind of situations with there harden money or trial
and error method needs financial planning and update with
financial literacy.
5. What is Cash Flow Planning?
• In simple terms, cash flow refers to the inflow and outflow of
money. It is a record of your income and expenses. Though
simple very few people actually keep a track.
• The base of any financial plan is a cash flow projection which
if negative could prove to be dangerous.
• Cash flows mirror your financial future and outline the perils
if systematic and disciplined investments are not taken place.
• You could easily find yourself in a debt trap if proper cash
flow planning is not on your agenda.
7. Risk Management
• Identifying the shortfalls in your situation and strategies to
work on the same.
• Going beyond traditional products like life insurance and
health plans.
• Your life style and life cycle stage taken into consideration
before arriving at accurate figures of life insurance
requirement, not going by generic thumb rules.
8. Investment Planning
• A feasible strategy to suit your needs & requirements.
• Bifurcated in the asset allocation suitable to your age, time-
horizon & risk-absorbing capacity.
• Periodic reviews to incorporate necessary changes if the
situation so demands.
• Constant updates with your portfolio statements to make you
feel secured & financially confident.
9. Tax Planning
• Investments structured in a manner to achieve your long-
term goals bifurcated as per asset allocation and risk profile.
• Investments with an objective of only to save taxes
eliminated.
• Commencing the tax planning activity well in advance,
thereby getting the opportunity to explore various options.
• With sound advice and time at disposal, tax planning is not
an arduous task as it appears to be.
10. Retirement Planning
• An area often ignored and overlooked.
• Earmarking a certain % of your earnings towards building up
your retirement corpus in your working years.
• Detailed calculations to enjoy a peaceful & stress-free
retirement in your golden years.
• Taking into consideration inflation pre & post retirement and
a defensive strategy adopted in the later years.
11. HOUSEHOLD
EXPENSES
GOALS
PERSONAL
EXPENSES
NO
INCOME
Hence the need for
retirement corpus to be
built up in your working
life…
Goals could take the
form of overseas
vacation, charity, leaving
an estate.
Cash Flows For The Retired
Class
Savings during working life need to be capitalized to
build up a sound retirement corpus. possible only
through prudent financial planning
12. Estate Planning
• We strive hard our entire life to build an estate without much
giving thought to whom we need to pass it on.
• Even reputed business families were not escaped. You are the
one who will decide who will get the property when you will not
be there. But is that enough.
• Having a will and not updating it after change in mind-set does
not hold good.
• Update it at regular intervals where ever applicable.
13. Why do you need 360°
Financial
Planning?
• Complexity of Financial Products.
• Ever changing Govt Policies, Taxation Laws.
• Market Movements, Fluctuating Interest Rates.
• Increasing Life Expectancy, No Social Security.
• Overburden of Information but lack of need-based goal
specific advice.
• Too many products to choose from.
14. Wealth Creation Comfortable Retired life
Passing Wealth to the
next generation
Wedding of ChildrenChildren EducationDream House
any many more…….
C
O
M
M
O
N
G
O
A
L
S
15. Plan Implementation
• The beauty of a plan lies in its implementation.
• Many a times even though we may believe in the process we
delay our funding.
• If in a liquidity crunch, start building up an emergency reserve
first and foremost.
• If it is due to financial inertia then it is important to wake up
and take corrective steps at the right time for fulfillment of
goals and not to repent later.
• Delay in investments not only make it difficult to achieve our
goals but also result in an increased outflow to make up for the
shortfall.
• A plan not implemented is just a simple plain document losing
its essence in black and white.
16. Financial Planning Mantra
It is never too early to Plan and Execute. See the cost of
postponement of investment for the Goal of your Child’s Education due
after 15 years:
Plan Today – Tomorrow may be too late
4,750
10,315
29,054
If You
Start
Today
If You
Start
after 5
years
If You
Start
after 10
years
Monthly investment
required to achieve
the Goal
10,00,000
23,96,558
Goal
Amount
in
Present
Value
Future
Value of
Goal
17. • Financial Literacy And Knowledge Coaching
• Financial Independent
• Cash Flow Analysis
• Risk Management Strategy
• Asset Allocation
• Tailor Made Investment Strategy
• Tax Planning
• Retirement Planning
• Action Plan
• Review of your Portfolio at periodic intervals
• Portfolio Rebalancing
• Need for Estate Planning
peace of mind & sound sleep…
A Financial Plan gives you…
in addition to these numericalsin addition to these numericals
19. Financial Planning Service
• FINANCIAL PLAN PREPERATION
• IMPLEMENTAION
• PORTFOLIO CONSTRUCTION
• FINANCIAL PLAN PROGRESS REVIEW( HALF YEARLY)
• QUARTERLY PORTFOLIO REVIEW & REBALANCING
• CONSOLIDATE PORTFOLIO STATEMENT ONCE IN A
MONTH ( 12 + 10 + 6 PAGE REPORT OF YOUR
PORTFOLIO)
• ANNUAL TRANSATION STATEMENT
• REGULAR AFTER SALES SUPPORT