Lotus Mint Advisors Pvt Ltd

Destiny & Prosperity in Your Hand

www.lotusmint.com

Introsp

ectio

n

• Do you have defined your family Goal ?• Do you have prepared budget for household

expenses ?• Do you have sufficient insurance coverage ?• Have you taken health insurance for family ?• Do you have investment across three asset class ?• Have you plan your tax in advance ?• Have you started your retirement planning ?

www.lotusmint.com

Myth

• Goal Planning is not required• Miser do Budgeting.• Insurance is a investment vehicle.• Young family don’t require health insurance• Invest in any asset will grow• Tax Planning is March-month’s affair.• Retirement planning is not required for all.• Mutual Fund investment are always risky.• Consult a wealth advisor is a time-wasting affair.

www.lotusmint.com

Finan

cial

Planning

“Financial planning is the process of

meeting your life goals through the proper management of your finances, if distilled to its purest elements, it involves applying guiding principles to deal with our past, present and finances. “

www.lotusmint.com

SIX

Golden Princip

le

of

wealth m

anagement

• Start Investing Early• Invest Regularly for a Goal• Invest in Right Asset Class• Choose a Right Insurance policy• Protect your family’s health• Plan your Tax in Advance

www.lotusmint.com

(1)

Start e

arly

How much difference can a few year make ?

Monthly saving required to reach the goal goes over 3 times if your delay investing from age 25 to 35, and yet another 4 times up from there , if your delay from 35 to 45. Assuming investment return of 12% p.s. CAGR.www.lotusmint.com

(2)

Invest

in right

asse

t clas

s

Where should I invest ?

If inflation is high , it ends with reducing overall return from the investment. Composition of different assets not only helps to minimize the risk but also helps in maximizing return to combat inflation

www.lotusmint.com

(3)

Invest

Regularly

for a goal

How Small Investment creat Magic ?

Power of Compounding works better with regular and long term investment

www.lotusmint.com

(4)

Insure

adequate

ly

Do you know what is your importance ?

Take insurance at least 10 time of your gross salary

www.lotusmint.com

(5)

Take healt

h

insuran

ce fo

r all

Take health insurance for all ,no one knows who will fell sick !

Even a nominal health insurance coverage work well at the time of distress.

www.lotusmint.com

(6)

Plan tax

in

adva

nce

Do you know how mush tax you can save ?

Knowledge of different tax deduction helps to reduce the tax burden.www.lotusmint.com

Lotus M

int

www.lotusmint.com

Lotus Mint Advisors (P) Ltd is an independent financial advisory company, promoted by a team of professionals. with over forty years of experience in financial planning and client servicing in premier distribution and funds management company

At Lotus Mint ,we educate and deliver financial advice that is designed to take care of your personal life goals such as retirement planning ,child education , marriage funding, shaping your dream home, managing your home loan and other loans ,building up contingency fund, reviewing your existing portfolio and advising you on the protection that you needed

Promoters

www.lotusmint.com

Bibhuti Bhusan Das ( M.Com. PGDBM,LLB) : 22 years experince in Mutual Fund Industry , Worked as Zonal Head for ICICI Pru Amc and L&T Mutual Fund.

Biswa Ranjan Mishra ( Mcom. Mphill. MFC,CAIIB) : 12 years experince in Mutal Fund and Broking . Worked As Associate Vice. President for UTI Mutual Fund, And Area Manager for India Infoline.

Mukesh Kumar Agarwal ( MFC) : 10 years experience in Broking and Mutual Fund. Worked as Area Manager for Frankline Templeton AMC,

Solution

www.lotusmint.com

Service

www.lotusmint.com

www.lotusmint.com

“The process starts only after we undertake one to one discussion with you, So let’s talk and plan with a mutual understanding and trust . A lasting relationship with you in the only thing we would cherish”

It’s your money, your health and your wealth. We only guide you for your prosperity, After all ,it’s your decision that counts for your personal and family’s well being

Thank Y

ou

www.lotusmint.com

Lotus Mint Advisors (P) Ltd

B-1, Saheed NagarBhubaneswar

Mail : info@lotusmint.com]

Cell : 9090380725Website :

www.lotusmint.com

www.lotusmint.com