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Financial Planning
Dharmesh C Timbadia, CFPCM
A continuous process through which a planner helps his client to achieve his life goalsThese goals may be:•Retirement Planning•Children Education•Tax Planning•Liability Management•Insurance needs & Analysis, etc..
Financial Planning
Dharmesh C Timbadia, CFPCM
Financial Planning
Dharmesh C Timbadia, CFPCM
Retirement Planning?
Dharmesh C Timbadia, CFPCM
Why Retirement Planning???
Dharmesh C Timbadia, CFPCM
Questions People face…
Dharmesh C Timbadia, CFPCM
Wealth Creation
Dharmesh C Timbadia, CFPCM
Principles of Building Wealth
Dharmesh C Timbadia, CFPCM
The Simplified Maze……
Dharmesh C Timbadia, CFPCM
Challenges
Dharmesh C Timbadia, CFPCM
The Simplified Maze……
Dharmesh C Timbadia, CFPCM
Case Study - Inflation
Dharmesh C Timbadia, CFPCM
FP and Investment Planning
Dharmesh C Timbadia, CFPCM
Asset Classes
Dharmesh C Timbadia, CFPCM
FP and Insurance Planning
Dharmesh C Timbadia, CFPCM
Human Life Value
Dharmesh C Timbadia, CFPCM
Calculation..
Dharmesh C Timbadia, CFPCM
Types of Plans..
Dharmesh C Timbadia, CFPCM
TAX Planning and FP
Dharmesh C Timbadia, CFPCM
I want to Buy a Car
Dharmesh C Timbadia, CFPCM
Cost of Ownership
Dharmesh C Timbadia, CFPCM
Force Theory of Money
Dharmesh C Timbadia, CFPCM
What is Better??
Dharmesh C Timbadia, CFPCM
Retire at 60!!
Dharmesh C Timbadia, CFPCM
Retire at 50!!
Dharmesh C Timbadia, CFPCM
Retire at 65!!
Dharmesh C Timbadia, CFPCM
Dharmesh C Timbadia, CFPCM
Website to Visit
Dharmesh C Timbadia, CFPCM
For Financial Awareness:www.moneycontrol.comwww.njfundz.comwww.bseindia.com
For Financial Planning:Dharmesh C TimbadiaCERTIFIED FINANCIAL PLANNER CM
(M/s. Parshwa Consultancy)9321149200 / 9822149200.www.parshwaconsultancy.njfundz.comdharmeshCFP@gmail.com , [email protected]