please go through these slides and answer questions

PLEASE GO THROUGH THESE SLIDES AND

ANSWER QUESTIONS

ARE YOU READY!

REQUEST YOU TO BE SINCERE

DO YOU HAVE SUFFICIENT CASH

BALANCE [Contingency Fund]

IN YOUR LIQUID OR SB ACCOUNT?

A. TO MEET 6 MONTHS FAMILY EXPENSES LIKE FEES, MEDICINES, PROVISIONS,RENT,BILLS ETC,.INCASE OF JOB/BUSINESS LOSS/CHANGEOVER.

B. TO MEET ANY MEDICAL CONTINGENCY LIKE SUDDEN SICKNESS, ACCIDENTAL TREATMENT ETC,. [PLEASE DO NOT CONSIDER CREDIT CARD]

YES / NO

YOUR INSURANCE SUM ASSURE COVERAGE IS

SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING , CAR, CHILD’S EDUCATION ETC,.IN YOUR ABSENCE?

YES/NO

Sufficient enough to give the current standard of life to your kith and kin even if you are not around?

In case bread winner of the family is disabled

Temporarily due to any

accident or sickness.

Then is there anybody to compensate for the loss of income?

YES/ NO

Permanently due to any accident or Critical illness?

IN CASE THERE IS A CRITICAL ILLNESS OR AN ACCIDENT IN THE

FAMILY

DO YOU HAVE BIG BANK BALANCE TO PAY BILLS?

Or do you prefer some one else pay for those huge emergency medical bills and you take care of the family member without bothering to arrange for huge money?

YES/NO

DO YOU PREFER TO ERODE YOUR SAVING?

Would you like to sacrifice future standard of life or pay the medical bills now,. Out of two which do you prefer?

YES / NO

IN CASE IF THERE IS AN UNINTENTIONAL ERRORYES/NO

If you are a professional , is your professional liability covered?

Are your investments PORTFOLIO

FOCUSSED ON TAX SAVINGS ONLY?

YES / NO

OR ARE THEY CREATING WEALTH TOO?

Is your savings/Investments giving you returns aligned with your

financial goal achievement time frame or crawling at Snail’s pace?

Are they generating inflation beaten returns and tax efficient also?

YES / NO

Do you have sufficient money

To retire rich YES/NO

Or depend on children to maintain life after retirement?

YES/NO

Can you maintain current life style even during non earning years of your life?

YES / NO

If not who will support

?

Is NO then your financial health

needs an urgent check

If any of your answer to the above questions

AT

IMMEDIATELY CONTACT THE FINANCE DOCTOR

SRIKANTH V KULKARNI

MONEY TREE # 2, VANAJAKSHI COMPLEX, KATRIGUPPA MAIN ROAD, B S K 3RD STAGE, BANGALORE-560 085 PH OFF-080-26695760 MOB-98863

27711. MAIL ID: kulkarni@moneytreeindia.co.in

moneytreekulkarni@gmail.com

Thank you very much for taking out time to visualise YOUR LIFE

KINDLY READ THE DISCLAIMERS BEFORE ANY

BUSINESS RELATIONSHIPS,SUBJECT TO

UNDERSTANDING OF DISBLAIMERS