how prepared are you for the life obstacle race? life obstacle race? financial health check

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HOW PREPARED ARE YOU FOR THE ‘LIFE OBSTACLE RACE’? Financial Health Check

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Page 1: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

HOW PREPARED ARE YOU FOR THE

‘LIFE OBSTACLE RACE’?

Financial Health Check

Page 2: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

ARE YOU READY!.....

REQUEST YOU TO BE SINCERE

Page 3: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

DO YOU HAVE SUFFICIENT CASH

BALANCE IN YOUR SB ACCOUNT?

A. TO MEET 3 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!

Page 4: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

YOUR INSURANCE SUM ASSURE COVERAGE IS

SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING , CAR, CHILD’S EDUCATION ANDTO GIVE THE CURRENT STANDARD OF LIFE TO YOUR KITH AND KIN IN YOUR ABSENCE OR IF YOU ARE NOT AROUND?

Page 5: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

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?

Permanently due to any accident or sickness.

Page 6: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

If not who will support

?

Page 7: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

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 member without bothering to arrange for huge money?

DO YOU PREFER TO ERODE YOUR SAVINGS?

Would you like to sacrifice future standard of life or pay the medical bills now,.

Out of two which do you prefer?

Page 8: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

Are your investments PORTFOLIO

FOCUSSED ON TAX SAVINGS ONLY?

OR ARE THEY CREATING WEALTH TOO?

Page 9: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

Do you have sufficient money

To retire Comfortable and rich?

Or depend on children to maintain life after retirement?

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

Page 10: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

Is your investments giving you returns

Over and above inflation rate?

Giving returns which are tax efficient?

Page 11: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

Is NO

then your financial health needs an urgent check

If any of your answer to the above questions

Page 12: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

AT

IMMEDIATELY CONTACT THE EXPERT

Page 13: HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

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. visit us : www.moneytreeindia.co.in MAIL ID: [email protected]

[email protected]