2. HOW PREPARED ARE YOU ? PLAY ‘LIFE HURDLE RACE HERE’

3. Please note this slide show is created to bring awareness and to motivate you to take care of your future, with true spirits only. Need not be misunderstood/misinterpreted in any manner whatsoever. Need not be misunderstood/misinterpreted in any manner whatsoever. Kindly read the disclaimers section carefully in our web site www.moneytreeindia.co.in Kindly read the disclaimers section carefully in our web site www.moneytreeindia.co.in

4. PLEASE GO THROUGH THESE SLIDES AND ANSWER QUESTIONS

5. ARE YOU READY! REQUEST YOU TO BE SINCERE

6. DO YOU HAVE SUFFICIENT CASH BALANCE [Contingency Fund] IN YOUR LIQUID OR SB ACCOUNT?

7. A. TO MEET 6 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]

8. YOUR INSURANCE SUM ASSURE COVERAGE IS SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING, CAR, CHILD’S EDUCATION ETC,. SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING, CAR, CHILD’S EDUCATION ETC,. Sufficient enough to give the current standard of life to your kith and kin especially if you are not around?

9. In case bread winner of the family is disabled Temporarily Temporarily due to any accident or sickness. due to any accident or sickness. Then is there anybody to compensate for the loss of income? Then is there anybody to compensate for the loss of income? Permanently due to any accident or Critical illness?

10. 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 family member without bothering to arrange for huge money? DO YOU PREFER TO ERODE YOUR SAVING? Would you like to sacrifice future standard of life or pay the medical bills now,. Out of two which do you prefer?

11. IN CASE IF THERE IS AN UNINTENTIONAL ERROR If you are a professional, is your professional liability covered?

12. Is your savings/Investments giving you returns aligned with your A)Financial goal achievement time frame, B)Risk appetite C) Tax efficient?

13. Are you prepared for your children’s *Education, *Talent Nourishment and *Marriage goals?

14. Do you have sufficient money To retire rich To retire rich Or depend on children to maintain life after retirement? Or depend on children to maintain life after retirement? Can you maintain current life style even during non earning years of your life?

15. If not who will support ? If not who will support ?

16. If ‘YES’ Congratulations! If ‘NO’ – Take Action now Did you win the race?

17. To hand hold contact: SRIKANTH V KULKARNI MONEY-TREE # 2, VANAJAKSHI COMPLEX, # 2, VANAJAKSHI COMPLEX, KATRIGUPPA MAIN ROAD, KATRIGUPPA MAIN ROAD, B S K 3 RD STAGE, BANGALORE-560 085 B S K 3 RD STAGE, BANGALORE-560 085 PH OFF-080-26695760 MOB-98863 27711. PH OFF-080-26695760 MOB-98863 27711. MAIL ID: kulkarni@moneytreeindia.co.in MAIL ID: kulkarni@moneytreeindia.co.in moneytreekulkarni@gmail.com moneytreekulkarni@gmail.com Please Go next for Disclaimers

18. Thank you very much for taking out time to visualise YOUR LIFE for taking out time to visualise YOUR LIFE “Mutual Fund investments are subject to market risks, read all scheme related documents carefully” Kindly read Disclaimer section in our website www.moneytreeindia.co.in carefully, before initiating any business relationship with us.