Presentation is loading. Please wait.

Presentation is loading. Please wait.

PLEASE GO THROUGH THESE SLIDES AND ANSWER QUESTIONS.

Similar presentations


Presentation on theme: "PLEASE GO THROUGH THESE SLIDES AND ANSWER QUESTIONS."— Presentation transcript:

1

2 PLEASE GO THROUGH THESE SLIDES AND ANSWER QUESTIONS

3 ARE YOU READY! REQUEST YOU TO BE SINCERE

4 DO YOU HAVE SUFFICIENT CASH BALANCE [Contingency Fund] IN YOUR LIQUID OR SB ACCOUNT?

5 A. TO MEET 6 MONTHS FAMILY EXPENSES LIKE FEES, MEDICINES, PROVISIONS,RENT,BILLS ETC,.INCASE OF JOB/BUSINESS LOSS/CHANGEOVER. B. TO MEET ANY MEDICAL CONTINGENCY LIKE SUDDEN SICKNESS, ACCIDENTAL TREATMENT ETC,. [PLEASE DO NOT CONSIDER CREDIT CARD] YES / NO

6 YOUR INSURANCE SUM ASSURE COVERAGE IS SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING, CAR, CHILD’S EDUCATION ETC,.IN YOUR ABSENCE? SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING, CAR, CHILD’S EDUCATION ETC,.IN YOUR ABSENCE? YES/NO YES/NO Sufficient enough to give the current standard of life to your kith and kin even if you are not around?

7 In case bread winner of the family is disabled Temporarily Temporarily due to any accident or sickness. 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? YES/ NO YES/ NO Permanently due to any accident or Critical illness?

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 family member without bothering to arrange for huge money? YES/NO DO YOU PREFER TO ERODE YOUR SAVING? Would you like to sacrifice future standard of life or pay the medical bills now,. Out of two which do you prefer? YES / NO

9 IN CASE IF THERE IS AN UNINTENTIONAL ERROR YES/NO If you are a professional, is your professional liability covered?

10 Are your investments PORTFOLIO FOCUSSED ON TAX SAVINGS ONLY? YES / NO YES / NO OR ARE THEY CREATING WEALTH TOO?

11 Is your savings/Investments giving you returns aligned with your financial goal achievement time frame or crawling at Snail’s pace? Are they generating inflation beaten returns and tax efficient also? Are they generating inflation beaten returns and tax efficient also? YES / NO YES / NO

12 Do you have sufficient money To retire rich To retire rich YES/NO YES/NO Or depend on children to maintain life after retirement? Or depend on children to maintain life after retirement? YES/NO YES/NO Can you maintain current life style even during non earning years of your life? YES / NO

13 If not who will support ? If not who will support ?

14 Is NO 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

15 AT IMMEDIATELY CONTACT THE FINANCE DOCTOR

16 SRIKANTH V KULKARNI 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 MAIL ID: MAIL ID:

17 Thank you very much for taking out time to visualise YOUR LIFE for taking out time to visualise YOUR LIFE KINDLY READ THE DISCLAIMERS BEFORE ANY BUSINESS RELATIONSHIPS,SUBJECT TO UNDERSTANDING OF DISBLAIMERS


Download ppt "PLEASE GO THROUGH THESE SLIDES AND ANSWER QUESTIONS."

Similar presentations


Ads by Google