Financial Planning &Wealth Management

FINANCIAL PLANNING &WEALTH MANAGEMENT AIM INVESTMENT CONSULTANTS

AGENDA ,[object Object],[object Object],[object Object]

ECONOMIC PURPOSE ,[object Object],[object Object],[object Object]

Our aspirations ,[object Object],[object Object],[object Object],[object Object],[object Object]

Why financial planning? ,[object Object],[object Object],[object Object],[object Object]

Financial planning ,[object Object]

What if no financial planning….? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What if sound financial planning? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Components of financial planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why insurance planning? ,[object Object],[object Object]

What is insurance planning? ,[object Object],[object Object]

What is investment planning? ,[object Object],[object Object]

Why investment planning? ,[object Object],[object Object],[object Object]

Paying tax ,[object Object],[object Object],[object Object]

Ways to reduce tax liabilities! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What is estate planning? ,[object Object],[object Object]

Why estate planning? ,[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object]

Retirement planning ,[object Object],[object Object]

Role, Scope and opportunities for wealth creators In Indian Economy

R etail Financial Services Industry ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Aspirations to create wealth… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Mutual Fund Products ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Life Insurance products ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Health and Property Insurance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Banks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Abundance ,[object Object],[object Object]

Confusion & fear ,[object Object]

What does a personal finance Customer wants? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Need for financial Planner ,[object Object],[object Object],[object Object]

About financial planners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Critical role in today’s economy ,[object Object],[object Object],[object Object]

Why it is critical now? ,[object Object],[object Object],[object Object],[object Object],[object Object]

What is expected of a financial planner? ,[object Object],[object Object],[object Object],[object Object],[object Object]

Financial Planning &Wealth Management

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