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Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

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Presentation on theme: "Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may."— Presentation transcript:

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2 Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may be: Retirement Planning Children Education Tax Planning Liability Management Insurance needs & Analysis, etc..

3 Financial Planning Dharmesh C Timbadia, CFP CM

4 Financial Planning Dharmesh C Timbadia, CFP CM

5 Retirement Planning? Dharmesh C Timbadia, CFP CM

6 Why Retirement Planning??? Dharmesh C Timbadia, CFP CM

7 Questions People face… Dharmesh C Timbadia, CFP CM

8 Wealth Creation Dharmesh C Timbadia, CFP CM

9 Principles of Building Wealth Dharmesh C Timbadia, CFP CM

10 The Simplified Maze…… Dharmesh C Timbadia, CFP CM

11 Challenges Dharmesh C Timbadia, CFP CM

12 The Simplified Maze…… Dharmesh C Timbadia, CFP CM

13 Case Study - Inflation Dharmesh C Timbadia, CFP CM

14 FP and Investment Planning Dharmesh C Timbadia, CFP CM

15 Asset Classes Dharmesh C Timbadia, CFP CM

16 FP and Insurance Planning Dharmesh C Timbadia, CFP CM

17 Human Life Value Dharmesh C Timbadia, CFP CM

18 Calculation.. Dharmesh C Timbadia, CFP CM

19 Types of Plans.. Dharmesh C Timbadia, CFP CM

20 TAX Planning and FP Dharmesh C Timbadia, CFP CM

21 I want to Buy a Car Dharmesh C Timbadia, CFP CM

22 Cost of Ownership Dharmesh C Timbadia, CFP CM

23 Force Theory of Money Dharmesh C Timbadia, CFP CM

24 What is Better?? Dharmesh C Timbadia, CFP CM

25 Retire at 60!! Dharmesh C Timbadia, CFP CM

26 Retire at 50!! Dharmesh C Timbadia, CFP CM

27 Retire at 65!! Dharmesh C Timbadia, CFP CM

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29 Website to Visit Dharmesh C Timbadia, CFP CM For Financial Awareness: www.moneycontrol.com www.njfundz.com www.bseindia.com For Financial Planning: Dharmesh C Timbadia CERTIFIED FINANCIAL PLANNER CM (M/s. Parshwa Consultancy) 9321149200 / 9822149200. www.parshwaconsultancy.njfundz.com dharmeshCFP@gmail.comdharmeshCFP@gmail.com, dctimbadia@yahoo.comdctimbadia@yahoo.com


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