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JAYNISH SHAH call me on 09324365226 id JAYNISH SHAH call me on 09324365226 id

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Presentation on theme: "JAYNISH SHAH call me on 09324365226 id JAYNISH SHAH call me on 09324365226 id"— Presentation transcript:

1 JAYNISH SHAH call me on 09324365226 email id :-jayish_ash@hotmail.com JAYNISH SHAH call me on 09324365226 email id :-jayish_ash@hotmail.com

2 PRESENTATION ON FAMILY WELFARE ECONOMICS ON FAMILY WELFARE ECONOMICS

3 OBJECT OF PRESENTATION TO EMPOWER YOU TO EMPOWER YOU FOR FOR SYSTIMATIC INVESMENT SYSTIMATIC INVESMENT OF OF FINANCIAL PLANNING FINANCIAL PLANNING

4 STATISTICAL DATA OF RETIRED PEOPLE 5% WERE MAINTAIN STANDARD OF LIVING 5% WERE MAINTAIN STANDARD OF LIVING 23% STILL WORKING FOR SURVIVAL 23% STILL WORKING FOR SURVIVAL 9% DEAD 9% DEAD 63% DEPEND ON CHILDREN AND CHARITY 63% DEPEND ON CHILDREN AND CHARITY WHERE YOU WANT TO BE IN THIS DATA?

5 FAMILY WELFARE ECONOMICS A SCIENTIFIC APPROACH OF FINANCIAL PLANNING A SCIENTIFIC APPROACH OF FINANCIAL PLANNING IT GIVES FINANCIAL INDEPENDENCY IT GIVES FINANCIAL INDEPENDENCY TO OUR FAMILY IN CASE OF ANY CRISIS TO OUR FAMILY IN CASE OF ANY CRISIS

6 4 C OF FAMILY WELFARE ECONOMICS

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8 CREATION OF INCOME WHATEVER WE DO WHATEVER WE DO WE WE CREATE INCOME CREATE INCOME FOR FOR FAMILY FAMILY

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10 CONSUMPTION OF INCOME SPENT MONEY SPENT MONEY TO TO MAINTAIN TODAYS STANDARD MAINTAIN TODAYS STANDARD OF OF LIVING LIVING

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12 CONTINUATION OF INCOME INCOME INCOME FOR FOR THE FAMILY INSPITE THE FAMILY INSPITE OF OF ANY CONTINGENCY ANY CONTINGENCY

13 3 MAJOR INTERVENTION STOPS THE INCOME

14 WE SHOULD HAVE FINANCIAL PLANNING FOR CONTINUATION OF INCOME INSPITE OF ANY INTERVATION

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16 CONSERVATION OF INCOME WEALTH ACCUMULATION AND ESTATE CREATION

17 WHY FINANACIAL PLANNING ? IT HELPS YOU - TO SAVE, TO SPEND WISELY, TO INVEST, TO INSURE, TO MAKE YOU FINANCIALY INDEPENDENT.

18 PROPER MIX OF INVESTMENT WE HAVE TO TO FOLLOW FOOT BALL FOLLOW FOOT BALL COURT RULE COURT RULE

19 FOOT BALL COURT RULE FRONT LINE - 4 FRONT LINE - 4 (ATTACKER) (ATTACKER) MIDDLE ORDER -3 MIDDLE ORDER -3 DEFENSIVE - 3 DEFENSIVE - 3 GOALEE - 1 GOALEE - 1 HIGH YIELD, HIGH RISK ( SHARES, MUTUAL FUNDS) HIGH YIELD, MEDIUM RISK (SIP, ULIP POLICY ) LOW RISK, MEDIUM YIELD ( PPF, FD, POST OFFICE,LIC WITH PROFIT) TERM INSURANCE

20 SETTING FINANCIAL GOALS. SETTING FINANCIAL GOALS. PREPARING YOUR PLANS. PREPARING YOUR PLANS. IMPLEMENTING PLANS. IMPLEMENTING PLANS. MONITERING THE RESULTS. MONITERING THE RESULTS. TAKING CORRECT MEASURES. TAKING CORRECT MEASURES. CHANGING TACT IF REQUIRED. CHANGING TACT IF REQUIRED. FINANCIAL PROCESS.

21 FINACIAL GOALS PREDICTABLE GOALS.  MARRIAGE.  CHILD EDUCATION.  PURCHACE FLAT.  CAR.  RETIREMENT.  CHILD MARRIAGE. UNPREDICTABLE GOALS CRITICAL ILLNESS.  DISABILTY.  UNTIMELY DEATH.

22 MOST RETIRED PEOPLE ARE DEPENDENT BECAUSE THEY CONCENTRATE ON 2NDC SO THEY END WITH 2 C’S CHILDREN AND CHARITY

23 COMPOUNDING POWER IF I WANT 50 LAKHS AT THE AGE 60 IF I START THE INVESTMENT IF I START THE INVESTMENT ASSUMING INTEREST RATE 7% ASSUMING INTEREST RATE 7% AT THE AGE 25 - RS 2760 PER MONTH AT THE AGE 25 - RS 2760 PER MONTH AT THE AGE 30 - RS 4074 PER MONTH AT THE AGE 30 - RS 4074 PER MONTH AT THE AGE 40 - RS 9542 PER MONTH AT THE AGE 40 - RS 9542 PER MONTH AT THE AGE 45 - RS 15680 PER MONTH AT THE AGE 45 - RS 15680 PER MONTH AT THE AGE 50 - RS 28700 PER MONTH AT THE AGE 50 - RS 28700 PER MONTH EARLY START MORE THE RETURN EARLY START MORE THE RETURN YOU WILL RECIEVED YOU WILL RECIEVED

24 NO MONEY LEFT FOR INVESTMENT BECAUSE BECAUSE WE DO WE DO INCOME - EXPENSES = INVESTMENT INCOME - EXPENSES = INVESTMENT IDEAL IS IDEAL IS INCOME - INVESTMENT = EXPENSES INCOME - INVESTMENT = EXPENSES BECAUSE BECAUSE EXPENSES CAN REDUCE TO MEET INCOME EXPENSES CAN REDUCE TO MEET INCOME AVAILABLE AFTER INVESMENT AVAILABLE AFTER INVESMENT

25 WE ARE HERE TO HELP YOU TO ANYLYSE AND PROVIDE FINANCIAL PLANNING TO MEET YOUR DREAMS AND GOALS

26 TO ANALYSE AND PROVIDE FINANCIAL PLANNING WE NEED YOUR INCOME,EXPENSES,INVEST MENT,LOANS, INSURANCE

27 THANK YOU JAYNISH SHAH CALL ME NOW ON – 09324365226 MAIL ME ON – jaynish@insurer.com


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