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Foresight INAD Your Personal Financial Advisor. Our Mission To advise, guide and promote proper usage of your funds by being the Financial Caretaker for.

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Presentation on theme: "Foresight INAD Your Personal Financial Advisor. Our Mission To advise, guide and promote proper usage of your funds by being the Financial Caretaker for."— Presentation transcript:

1 Foresight INAD Your Personal Financial Advisor

2 Our Mission To advise, guide and promote proper usage of your funds by being the Financial Caretaker for all your financial transactions with the sole aim of maximizing your wealth

3 To make Your Dreams come True Success is achieved only if there is a well defined plan along with its timely execution. Similarly, for building your Assets, having a well laid out Financial Road Map ensures Success and also builds your confidence for the future But…

4 …Your current bottlenecks Challenge to provide Time, Energy and Expertise –To design and structure the optimum financial model to achieve your goals –Dissect and analyze the variety of options available –Ensure proper tracking and monitoring of the same on a periodic basis Time and EnergyInvestments

5 The Solution: Foresight INAD We provide you adequate returns consistently over a period of time by –Evaluating various investment options on an ongoing basis (costs / risks / ROI…) –Ensuring various existing investments as well as those planned are a strategic fit with each other Complimenting each other Non redundant –Helping you encash opportunities by identifying short term market distortions

6 Factors we consider for Asset allocation  Long term cycles of asset classes  Real estate / debt / equity  What determines these cycles  Global Liquidity –Central bank policies –Fed rates –Carry Trade…  Risk appetite among Investors  Growth rates in India Vs other countries  Domestic interest rates and political stability

7 Your Financial Goals Your Risk Profile Your Financial Leverage (if any)  Investment options Suitability and Relevance to your portfolio  Information across global financial markets Its impact on your portfolio Provide the road map Suggest apt investment options Provide market insights  Periodic review of the progress of road map  Up to date information on Your investments and obligations  Update new goals The Approach UnderstandAnalyze AdviseMonitor

8 So, what do you get?  A dedicated Financial Advisor  A customized Financial Road Map  Periodic review of the Road Map to cater to situational changes Financial Health Check Net-Worth Statement Asset Allocation Statement Retirement Planning Analysis of Income and Spend And more…

9 The Team The Principal –Foresight INAD is headed by Anil Tabib –He is qualified with a degree in Electronics Engineering from Bombay University –20+ years of experience as a Fund Manager and Advisor –Held the post of Director at Share and Care Financial Services (I) Ltd –Associated with Sharekhan, HDFC Standard Life, Kotak, Bombay Stock Exchange… in various capacities Anil is ably supported by Financial Advisors, who will act as your Relationship Managers to ensure personalized services for you

10 Make Your Dreams come True Yes, You can One small step, Reach out to us, and we will together ensure that all your dreams come true Hello, Anil…

11 Reach us at ….. 4 th floor, Narsinha Centre, Above HDFC Bank Apte Road, Pune – (Maharashtra), India. Landline: / / Website:


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