biswajit-das-relationship-beyond-advising documents

The financial pyramid
Economy & Finance The financial pyramid
Guaranteed return – wealth creation not guaranteed
Economy & Finance Guaranteed return – wealth creation not guaranteed
Real estate – real fact
Economy & Finance Real estate – real fact
Life insurance – both life & return not insure
Economy & Finance Life insurance – both life & return not insure
Gold – not glittering
Economy & Finance Gold – not glittering
Real estate – real fact2
Economy & Finance Real estate – real fact2
Equity is risky - Not investing in equity is risky
Economy & Finance Equity is risky - Not investing in equity is risky
Every goals have time horizon & priority
Economy & Finance Every goals have time horizon & priority
Fulfill dreams - need deciplined money management
Economy & Finance Fulfill dreams - need deciplined money management
Bank deposit – not so bankable
Economy & Finance Bank deposit – not so bankable
Emergency fund – Any time required
Economy & Finance Emergency fund – Any time required
Bank deposit – not so bankable
Economy & Finance Bank deposit – not so bankable
Impulsive buying is dangerous – control it
Economy & Finance Impulsive buying is dangerous – control it
Income protection - The ultimate protection
Economy & Finance Income protection - The ultimate protection
Gold – not glittering
Economy & Finance Gold – not glittering
Last 37 years return & Inflation data
Economy & Finance Last 37 years return & Inflation data
Guaranteed return – wealth creation not guaranteed
Economy & Finance Guaranteed return – wealth creation not guaranteed
Inflation – The silent & invisiable killer
Economy & Finance Inflation – The silent & invisiable killer
Equity is risky - Not investing in equity is risky
Economy & Finance Equity is risky - Not investing in equity is risky
Mind does not agree – Brain want to close investment life insurance plan
Economy & Finance Mind does not agree – Brain want to close investment life insurance plan
Money management – Emotion management
Economy & Finance Money management – Emotion management