jaynish shah call me on 09324365226 email id :-jayish_ash@hotmail.com jaynish shah call me on...

JAYNISH SHAH

call me on 09324365226

email id :-jayish_ash@hotmail.com

PRESENTATION

ON FAMILY WELFARE ECONOMICS

OBJECT OF PRESENTATION

TO EMPOWER YOU FOR SYSTIMATIC INVESMENT OF FINANCIAL PLANNING

STATISTICAL DATA OF RETIRED PEOPLE

5% WERE MAINTAIN STANDARD OF LIVING

23% STILL WORKING FOR SURVIVAL 9% DEAD 63% DEPEND ON CHILDREN AND

CHARITY

WHERE YOU WANT TO BE IN THIS DATA?

FAMILY WELFARE ECONOMICS

A SCIENTIFIC APPROACH OF FINANCIAL PLANNING

IT GIVES FINANCIAL INDEPENDENCY TO OUR FAMILY IN CASE OF ANY

CRISIS

4 C OF FAMILY WELFARE ECONOMICS

CREATION OF INCOME

WHATEVER WE DO WE CREATE INCOME FOR FAMILY

CONSUMPTION OF INCOME

SPENT MONEY TO MAINTAIN TODAYS STANDARD OF LIVING

CONTINUATION OF INCOME

INCOME FOR THE FAMILY INSPITE OF ANY CONTINGENCY

3 MAJOR INTERVENTION STOPS THE INCOME

WE SHOULD HAVE FINANCIAL PLANNING

FOR CONTINUATION OF INCOME

INSPITE OF ANY INTERVATION

CONSERVATION OF INCOME

WEALTH ACCUMULATION AND ESTATE CREATION

WHY FINANACIAL PLANNING ?

IT HELPS YOU -TO SAVE ,

TO SPEND WISELY,TO INVEST, TO INSURE,

TO MAKE YOU FINANCIALY INDEPENDENT.

PROPER MIX OF INVESTMENT

WE HAVE TO FOLLOW FOOT BALL COURT RULE

FOOT BALL COURT RULE

FRONT LINE - 4 (ATTACKER)

MIDDLE ORDER -3

DEFENSIVE - 3

GOALEE - 1

HIGH YIELD , HIGH RISK ( SHARES , MUTUAL FUNDS)

HIGH YIELD , MEDIUM RISK (SIP , ULIP POLICY )

LOW RISK , MEDIUM YIELD ( PPF, FD, POST OFFICE,LIC WITH PROFIT)

TERM INSURANCE

SETTING FINANCIAL GOALS. PREPARING YOUR PLANS. IMPLEMENTING PLANS. MONITERING THE RESULTS. TAKING CORRECT MEASURES. CHANGING TACT IF REQUIRED.

FINANCIAL PROCESS.

FINACIAL GOALS

PREDICTABLE GOALS.

MARRIAGE. CHILD

EDUCATION. PURCHACE FLAT. CAR. RETIREMENT. CHILD

MARRIAGE.

UNPREDICTABLE GOALSCRITICAL ILLNESS.

DISABILTY.

UNTIMELY DEATH.

MOST RETIRED PEOPLE ARE DEPENDENT

BECAUSETHEY CONCENTRATE ON 2NDC

SOTHEY END WITH 2 C’S

CHILDREN AND CHARITY

COMPOUNDING POWERIF I WANT 50 LAKHS AT THE AGE 60 IF I START THE INVESTMENT ASSUMING INTEREST RATE 7% AT THE AGE 25 - RS 2760 PER MONTH AT THE AGE 30 - RS 4074 PER MONTH AT THE AGE 40 - RS 9542 PER MONTH AT THE AGE 45 - RS 15680 PER MONTH AT THE AGE 50 - RS 28700 PER MONTH EARLY START MORE THE RETURN YOU WILL RECIEVED

NO MONEY LEFT FOR INVESTMENT

BECAUSE WE DO INCOME - EXPENSES =

INVESTMENT IDEAL IS INCOME - INVESTMENT =

EXPENSES BECAUSE EXPENSES CAN REDUCE TO MEET

INCOME AVAILABLE AFTER INVESMENT

WE ARE HERETO

HELP YOU TO ANYLYSE AND PROVIDE

FINANCIAL PLANNINGTO MEET

YOUR DREAMS AND GOALS

TO ANALYSE AND PROVIDEFINANCIAL PLANNING

WE NEEDYOUR

INCOME,EXPENSES,INVESTMENT,LOANS , INSURANCE

THANK YOU

JAYNISH SHAH CALL ME NOW ON – 09324365226MAIL ME ON – jaynish@insurer.com