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Financial Cafe Creating Wealth !*!*!*! Welcomes You !*!*!*! Kapil Jain Certified Financial Planner (M) - 09818744200.

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Presentation on theme: "Financial Cafe Creating Wealth !*!*!*! Welcomes You !*!*!*! Kapil Jain Certified Financial Planner (M) - 09818744200."— Presentation transcript:

1 Financial Cafe Creating Wealth !*!*!*! Welcomes You !*!*!*! Kapil Jain Certified Financial Planner (M)

2 About us Financial Café is a financial consultancy firm based in the National Capital Region of Delhi (NCR). Financial Café has been founded by a CERTIFIED FINANCIAL PLANNER. Financial Café is a financial consultancy firm based in the National Capital Region of Delhi (NCR). Financial Café has been founded by a CERTIFIED FINANCIAL PLANNER. We are independent & unbiased professionals, advising product & services that are best for you, not for us. We are independent & unbiased professionals, advising product & services that are best for you, not for us. We primarily deals into Financial Planning. We will help to forecast all your future financial goals/needs & assist you to make them possible. We primarily deals into Financial Planning. We will help to forecast all your future financial goals/needs & assist you to make them possible. Financial Café has got the team of professionals of CFP (Certified Financial Planner), CAs (Chartered Accountant) and eminent experts from Indian Financial Market. Financial Café has got the team of professionals of CFP (Certified Financial Planner), CAs (Chartered Accountant) and eminent experts from Indian Financial Market. We have promised ourselves that we will provide honest, ethical and comprehensive investment advice and not just sell investment products. We have promised ourselves that we will provide honest, ethical and comprehensive investment advice and not just sell investment products. We believe in advising individuals and families based on their risk appetite & need based approach, an approach that looks at you before looking at markets, products and economic scenario. We believe in advising individuals and families based on their risk appetite & need based approach, an approach that looks at you before looking at markets, products and economic scenario.

3 Services!! Financial Planning. Financial Planning. Estate Planning. Estate Planning. Investment & Portfolio Advisory Investment & Portfolio Advisory Portfolio Re-balancing Portfolio Re-balancing Step-up Approach Step-up Approach Tax Planning & Income Tax returns. Tax Planning & Income Tax returns. Mutual Funds (All type of funds). Mutual Funds (All type of funds). Insurance (Life & General). Insurance (Life & General). Loans Loans Real Estate Real Estate

4 What is Financial Planning? Financial Planning is all about planning your future. Dont wait, lets begin the journey. Financial Planning is all about planning your future. Dont wait, lets begin the journey. Financial Planning is broadly defined as a process of determining an individual's financial goals, purposes in life and life's priorities, after considering his resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals. The individual's goals are used as guideposts to map a course of action on 'What needs to be done' to reach those goals. Financial Planning is broadly defined as a process of determining an individual's financial goals, purposes in life and life's priorities, after considering his resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals. The individual's goals are used as guideposts to map a course of action on 'What needs to be done' to reach those goals.

5 Get professional, unbiased & expert advice on Financial goals!! Financial security for your loved once, when life springs up unpleasant surprises. Financial security for your loved once, when life springs up unpleasant surprises. Childrens Education & Marriage. Childrens Education & Marriage. Buying a Home or Car. Buying a Home or Car. Retirement Planning. Retirement Planning. Estate Planning. Estate Planning. Wealth Creation. Wealth Creation. Portfolio diversification to minimize risk. Portfolio diversification to minimize risk.

6 INSURANCE is not INVESTMENT Insurance is a key part of financial planning but thinking of it as an investment is an increasingly common mistake. Insurance is a key part of financial planning but thinking of it as an investment is an increasingly common mistake. Insurance is not merely an investment to save taxes. Its a lot more. Whether its about the financial security for your family or having that protection cover when life springs up unpleasant surprises. There is nothing that can beat Insurance. Insurance is not merely an investment to save taxes. Its a lot more. Whether its about the financial security for your family or having that protection cover when life springs up unpleasant surprises. There is nothing that can beat Insurance.

7 Mutual Funds is not always about investing in Equities! Fixed Maturity Plans (FMPs), Monthly Income Plans (MIPs), Balanced Fund, Hybrid Fund, GILT funds, Income funds invests in Debt securities and are relatively less volatile helping you build a balance portfolio according to your risk appetite. They are also tax efficient making them an attractive investment option. Fixed Maturity Plans (FMPs), Monthly Income Plans (MIPs), Balanced Fund, Hybrid Fund, GILT funds, Income funds invests in Debt securities and are relatively less volatile helping you build a balance portfolio according to your risk appetite. They are also tax efficient making them an attractive investment option.

8 Power of Compunding Golden Rule: Start early with a small amount is better than saving larger amount at a later age. Start early, be regular in order to create wealth. Make a habit of saving & investing on regular basis to build up a large corpus for your financial goals & dreams. Make a habit of saving & investing on regular basis to build up a large corpus for your financial goals & dreams. Example: If save Rs. 10,000/- per month for your child for 15 yrs & return on investment is 15% PA. You would be having a corpus of lacs approximately against your total savings of 18 lacs. Example: If save Rs. 10,000/- per month for your child for 15 yrs & return on investment is 15% PA. You would be having a corpus of lacs approximately against your total savings of 18 lacs. See the power & magic See the power & magic of of COMPOUNDING COMPOUNDING

9 Ask the experts Please write us for any of your financial or tax related query which you would like to share with us & our professional experts will get back to you with the best available solution. Please write us for any of your financial or tax related query which you would like to share with us & our professional experts will get back to you with the best available solution. us at: us at: Log on to: Log on to:

10 Thank You for your time & patience! Warm Regards, Team Financial Café Creating Wealth Creating Wealth Web:


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