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HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check.

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Presentation on theme: "HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check."— Presentation transcript:

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2 HOW PREPARED ARE YOU FOR THE LIFE OBSTACLE RACE? LIFE OBSTACLE RACE? Financial Health Check

3 ARE YOU READY!..... REQUEST YOU TO BE SINCERE

4 DO YOU HAVE SUFFICIENT CASH BALANCE IN YOUR SB ACCOUNT? A. A. TO MEET 3 MONTHS FAMILY EXPENSES LIKE FEES, MEDICINES, PROVISIONS,RENT,BILLS ETC,.INCASE OF JOB/BUSINESS LOSS/CHANGEOVER. TO MEET 3 MONTHS FAMILY EXPENSES LIKE FEES, MEDICINES, PROVISIONS,RENT,BILLS ETC,.INCASE OF JOB/BUSINESS LOSS/CHANGEOVER. B. B. TO MEET ANY MEDICAL CONTINGENCY LIKE SUDDEN SICKNESS, ACCIDENTAL TREATMENT ETC,. TO MEET ANY MEDICAL CONTINGENCY LIKE SUDDEN SICKNESS, ACCIDENTAL TREATMENT ETC,. PLEASE DO NOT CONSIDER CREDIT CARD! PLEASE DO NOT CONSIDER CREDIT CARD!

5 YOUR INSURANCE SUM ASSURE COVERAGE IS SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING, CAR, CHILDS EDUCATION ANDTO GIVE THE CURRENT STANDARD OF LIFE TO YOUR KITH AND KIN IN YOUR ABSENCE OR IF YOU ARE NOT AROUND? SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING, CAR, CHILDS EDUCATION ANDTO GIVE THE CURRENT STANDARD OF LIFE TO YOUR KITH AND KIN IN YOUR ABSENCE OR IF YOU ARE NOT AROUND?

6 In case bread winner of the family is disabled Temporarily due to any accident or sickness. Temporarily 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 sickness.

7 If not who will support ? If not who will support ?

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

9 Are your investments PORTFOLIO FOCUSSED ON TAX SAVINGS ONLY? OR ARE THEY CREATING WEALTH TOO?

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

11 Is your investments giving you returns Over and above inflation rate? Over and above inflation rate? Giving returns which are tax efficient?

12 IsNO then your financial health needs an urgent check then your financial health needs an urgent check If any of your answer to the above questions

13 AT IMMEDIATELY CONTACT THE EXPERT

14 SRIKANTH V KULKARNI SRIKANTH V KULKARNI MONEY TREE MONEY TREE # 2, VANAJAKSHI COMPLEX, # 2, VANAJAKSHI COMPLEX, KATRIGUPPA MAIN ROAD, KATRIGUPPA MAIN ROAD, B S K 3 RD STAGE, BANGALORE B S K 3 RD STAGE, BANGALORE PH OFF MOB PH OFF MOB visit us : visit us : MAIL ID: MAIL ID:


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