KUSHAL RUSTAGI MANAGING DIRECTOR www.finvestments.in kushal@finvestments.in (M)-9910128765

Opportunities don't happen. You create them Welcome Opportunities don't happen. You create them Kushal Rustagi Managing Director Experience: 8 years Finvestments was born with a single objective, of enabling wealth creation for our clients through quality and conflict free financial planning advice. The use of technology is our cornerstone in ensuring that we can reach across demographics and geographies, provide a convenient, low cost - high quality, process driven, goal oriented, financial planning led wealth creation platform. We are experts at what we do and for us our success lies only in making our clients meet their financial goals and objectives. We love the fact that we are known and respected by our clients and the industry for our unique business model and our conflict free advice.

“You actions are your only true belongings” OUR APPROACH “You actions are your only true belongings” At Finvestments we look to give personalized financial advice and play the role of the financial consultant like a family doctor. The advisory model has been designed to cater the financial planning, based on life goals, savings, risk profile, and all other financial plans. Our complete line of services includes Investment Management, Retirement Planning, Risk Management, Estate Planning, Entity and Business Planning, Personal and General Insurance.

Vision “The goal of retirement is to live off your assets-not on them” Vision of Finvestment company is to become the leading firm in the industry of financial services in India, a trusted partner for companies operating in the local market, giving customers access to global markets and products. We aim to be a pioneer in providing value added financial services and products for the benefit of our clients and accomplish new heights in service excellence with a perfect team work and become a competent market player.

SERVICES Mutual Funds Retirement Solutions Mutual funds are instruments with a combined pool of money set to invest with a predetermined objective. Retirement planning, in a financial context, refers to the allocation of savings or revenue for retirement. Risk Management Estate Planning Risk management is the identification, assessment, and prioritization of risks followed by coordinated applications. Estate planning is the process of anticipating and arranging, during a person’s life. Tax Planning Insurance The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together. Personal lines insurance include products such as homeowners insurance, flood insurance, health insurance, etc.

M Mutual Fund Mutual funds are instruments with a combined pool of money set to invest with a predetermined objective. Through mutual funds, an investor can invest in an asset class of choice, with a very nominal investment. Some of the great advantages of the mutual funds have been described in the following slides.

T Tax Planning Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible.

R Retirement Solutions Retirement planning, in a financial context, refers to the allocation of savings or revenue for retirement. The goal of retirement planning is to achieve financial independence The process of retirement planning aims to: Assess readiness-to-retire given a desired retirement age and lifestyle, i.e., whether one has enough money to retire Identify actions to improve readiness-to-retire Acquire financial planning knowledge Encourage saving practices .

P Portfolio Management Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance

R Risk Planning Risk management is the identification, assessment, and prioritization of risks (defined in ISO 31000 as the effect of uncertainty on objectives) followed by coordinated and economical application of resources to minimize, monitor, and control the probability and/or impact of unfortunate events or to maximize the realization of opportunities. Risk management’s objective is to assure uncertainty does not deflect the endeavor from the business goals.

E Estate Planning Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses. The ultimate goal of estate planning can be determined by the specific goals of the client and may be as simple or complex as the client’s needs dictate. Guardians are often designated for minor children and beneficiaries in incapacity.

G General Insurance General insurance or non-life insurance policies, including automobile and homeowners policies, provide payments depending on the loss from a particular financial event. General insurance is typically defined as any insurance that is not determined to be life insurance.

C Children’s Education Planning Child Education is one of the biggest goals of parents these days because of the tough environment and high expenses involved. Most of the parents start saving for Child Education right from the birth of Child, which is a great! In this post we learn how you should evaluate the target cost of Children Education and how you can achieve the targets within expected deadline.

E Entity and Business Planning The entity that’s best for you depends on what type of business you have and your objectives. Typically choosing a business entity comes down to three considerations: asset protection, estate planning and tax issues. And there are three main types of business entities to handle these aspects.

Partners

Mutual Fund Company .

ICICI PRUDENTIAL

Mutual fund company

Contacts Adress: Vatika Business Centre 1st floor, Tower-4, Okaya Blue Silicon Business Park, B-5, Yoga Nand Marg, Sec-62, Noida, UP, India Phone: Mobile: 9910128765 E-mail: info@finvestments.in kushal@finvestments.in