Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534
Portfolio Management
Property
Banks
Gold
Stock/Shares
Family
Wife
3 Children 3,5,8
Mr. A is a Successful Business Man
Business Asset Value 10 M
Investment Portfolio value 8 M
Business
Fixed Income
Rs. 75000 Per Month
Home
VISION-MISSION-VALUES
DesignationMarital StatusDependents
LiabilitiesMonthly expensesParents supportChildren basic educationLoans
IncomeOther source of income
DesignationMarital StatusDependents
Liabilities & financial PrioritiesMonthly expensesParents supportChildren higher educationChildren marriageHome buildingLoansPension
IncomeOther source of income
Present After 10 years
DesignationMarital StatusDependents
IncomeOther source of income
LiabilitiesMonthly expensesParents supportSisters Marriages
SavingsAssetsLife Boats
Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534
SavingsAssetsLife Boats
SavingsAssetsLife Boats
Before 10 Years
VISION-MISSION-VALUES
Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534
Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534
TITANIC
•Active involvement of the actuarial profession
•In an evolving market actuaries have to be broad based business professionals and cannot confine themselves in “specialization” silos
•Critical role for the actuarial profession to act as a bridge between the industry and the regulator
•More communication and interaction between regional actuaries bodies
Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534
What is important to You?
YOUR FINANCIAL PRIORITIES & OBJECTIVES
Building capital through regular saving
Financial Security for family in the event of your death
Financial security in the event of critical illness
Providing retirement income
Planning for school fees and education for your children
Planning for your children ‘s wedding
Others
What do you want out of life?
• What matters most to you?– More time with family,– Financial security,– Peace of mind,– Independence.
• What will money do for you?– Travel, vacation plans, – Lifestyle in retirement,– Eliminate debt,– Children's education.
Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534