LLamp amp IInsurancensurance && FFinanceinance EExpertsxperts

10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax: 91 22 22660410

Email: contact@lifeinvestmentadvisory.com / lampint@gmail.com

Financial Planning

Your goals are unlimited…

… But money is limited

We all know what we want in life..

But we don’t know how to achieve them…

5

All of us work very hard for our money (Hard Worker)

Does our money workjust as hard for us ???

(Smart Worker)

BUT

6

Confused ??

What to do ??

Where to go ??

Whom to talk ??

Who can guide you to achieve all your goals ??

The answer to all this is …

Your Personal Financial Planner

7

But how can a personal financial planner help me ???

8

A personal financial planner will help you to..

Draw a budget for all your household expenses

Prepare your net worth statement

Advice you on all loan and credit related queries

Advice you on how and where to invest for all your goals

Help you prioritize all your goals and align them to your savings

Credit & loan counseling, debt management

9

Which is the best time to prepare a financial plan for myself and my

family ???

10

11

The best time is NOW …

Inflation rate – 10%

Average salary growth rate – 8%

Take control of your finances before it is too late

12

It’s time you get a financial friend, philosopher and

guide…

… who can help you plan you finances.13

The art is not in making money, but in managing it

Perhaps this is truer now than it was any time earlier in your life

14

15

L.I.F.E. Financial Planning Process

ADD PHOTO 16

Our Chief Financial Planner

Abhishek Kumar Singh is a Certified Financial Planner(CFP) with more than 5 years of experience in the field of product research and financial planning. He has completed his graduation from University of Calcutta with Honours in Economics. He has also done his postgraduate diploma in financial advising from IIBF, Mumbai.

He has worked extensively on research for mutual funds, loans and insurance products in the arena of personal finance. In his previous assignment, he was working as Head – Research & Financial Planning with Apnapaisa Pvt. Ltd. where he was heading a team of financial planners and research analysts. He is a regular columnist in various newspaper and financial websites in India. He is also a visiting faculty in various institutes in Mumbai for training students for CFP certification.

17

Thank you !!!