Transcript Financial Planning A continuous process through which a planner helps his client to achieve his life goals These goals may be: •Retirement Planning •Children Education •Tax.

Financial Planning
A continuous process through which a planner
helps his client to achieve his life goals
These goals may be:
•Retirement Planning
•Children Education
•Tax Planning
•Liability Management
•Insurance needs & Analysis, etc..
Dharmesh C Timbadia, CFPCM
Financial Planning
Dharmesh C Timbadia, CFPCM
Financial Planning
Dharmesh C Timbadia, CFPCM
Retirement Planning?
Dharmesh C Timbadia, CFPCM
Why Retirement Planning???
Dharmesh C Timbadia, CFPCM
Questions People face…
Dharmesh C Timbadia, CFPCM
Wealth Creation
Dharmesh C Timbadia, CFPCM
Principles of Building Wealth
Dharmesh C Timbadia, CFPCM
The Simplified Maze……
Dharmesh C Timbadia, CFPCM
Challenges
Dharmesh C Timbadia, CFPCM
The Simplified Maze……
Dharmesh C Timbadia, CFPCM
Case Study - Inflation
Dharmesh C Timbadia, CFPCM
FP and Investment Planning
Dharmesh C Timbadia, CFPCM
Asset Classes
Dharmesh C Timbadia, CFPCM
FP and Insurance Planning
Dharmesh C Timbadia, CFPCM
Human Life Value
Dharmesh C Timbadia, CFPCM
Calculation..
Dharmesh C Timbadia, CFPCM
Types of Plans..
Dharmesh C Timbadia, CFPCM
TAX Planning and FP
Dharmesh C Timbadia, CFPCM
I want to Buy a Car
Dharmesh C Timbadia, CFPCM
Cost of Ownership
Dharmesh C Timbadia, CFPCM
Force Theory of Money
Dharmesh C Timbadia, CFPCM
What is Better??
Dharmesh C Timbadia, CFPCM
Retire at 60!!
Dharmesh C Timbadia, CFPCM
Retire at 50!!
Dharmesh C Timbadia, CFPCM
Retire at 65!!
Dharmesh C Timbadia, CFPCM
Dharmesh C Timbadia, CFPCM
Website to Visit
For Financial Awareness:
www.moneycontrol.com
www.njfundz.com
www.bseindia.com
For Financial Planning:
Dharmesh C Timbadia
CERTIFIED FINANCIAL PLANNER CM
(M/s. Parshwa Consultancy)
9321149200 / 9822149200.
www.parshwaconsultancy.njfundz.com
[email protected] , [email protected]
Dharmesh C Timbadia, CFPCM