SIP Investment | SIP Mutual Funds - PowerPoint PPT Presentation
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SIP Investment | SIP Mutual Funds
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Financial planning is a process of creating a framework for achieve your own life goals like education, marriage, retirement or vacation. Financial planning is a process that involves meeting relevant information, setting life golas . That’s why you should do your financial planning as soon as possible. – PowerPoint PPT presentation
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Title: SIP Investment | SIP Mutual Funds
1
WEALTHCARE SECURITIES PVT. LTD
- Relationship Beyond Investment
Visit www.wealthcareindia.com Contact us at
9871090316 , 9582012572
2
Our Process Our investment process starts with
understanding you your background, Investment
objectives, risk tolerance and existence
investment pattern.
3
Real Estate Advisory
- We Facilitate buying, Selling, Leasing, valuation
and legal consulting for residential and
commercial real estate thereby enabling you to
diversify your portfolio and create sustainable
cash flows for greater return.
2015 2016 2017 2018
4
HOW TO SIMPLIFY YOUR FINANCES?
- Make your monthly budget and follow it strictly.
- Build an emergency fund.
- Finish Off with your debt. (If Any).
- Reduce your expenses.
5
Final Words
As far as financial planning is concerned, no
doubt venturing into new horizons and doing it
yourself is not a bad idea. However, there are
certain limits to it. The problem is, people
think less logically when it comes to their
money. They are emotionally attached to it. So,
when it comes to financial planning, most of the
DIYs fail.
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