)Dividend from my MF is an additional income. Its anything but earth shattering. If you are not adequately insured, increase your coverIllustrative, II. Good diversification if you have excess cash (at your risk), Do we understand ULIP? As you approach a retirement age or close to the goal post, move from equity to debtNote: This a generic recommendation or Norm. Tips to help navigate ... - Taxes: Start Your Money Plan Here Brought to you by 360 Degrees of Financial Literacy and America's CPA Financial Planners Take Charge: Your Money. Published Apr 19, 2013 in Financial Planning – Financial Planning STEPS. Be careful in choosing a financial planner!Hire a fee-based financial planner, not one who charges a percentage of your portfolioChoose a financial planner who has NO vested interest in selling select products to you (There are few noted financial planning firms in India that act as distributors for ULIPs, endowment plans, mutual funds etc. Please read the offer document carefully before investing!A real life interview. Their parents did not provide economic, 6. Execute the plan by identifying the appropriate investment avenues that suit your risk appetite and goals! Do we understand how they work? Set Financial GoalsIII. Or use it to find and download high-quality how-to PowerPoint ppt presentations with illustrated or animated slides that will teach you how to do something new, also for free. But use the new mantra!Monthly Income = 75,00010,000Monthly Expenses30,00035,000EMI or Fun ExpensesInvestible SurplusMonthly OutflowMonthly Income = 75,0008,000Monthly Expenses(28,000)39,000EMI or Fun ExpensesRequired InvestmentsMonthly OutflowOld Mantra I – E = I* New Mantra I – I* = E I – Income, E = Expenditure, I* = InvestmentsSource: Funds IndiaIllustrative, Fixed Deposits (Banks & Corporate)Liquid & Debt FundsFixed Income FundsGOI BondsPPFNon ULIP InsuranceIV. It is concerned with deciding in advance what is to be done in future, when, where and by whom it ... Railcar 101 The Basics of Railcars: Car Types, Components and Rules. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise. Loan Basics. The sooner you plan for that day, the more likely you will attain the goals you set. Make money on dividends and big market swings. 1-5 years. Income and Expenses Pie Chart. Or use it to upload your own PowerPoint slides so you can share them with your teachers, class, students, bosses, employees, customers, potential investors or the world. Financial Planning: The Ties That Bind Compute your Monthly Investible Surplus! Basics of Startup Financial Planning 1. Equity PlatformsICICI Direct – Little costly, but user friendly for new investorsSharekhan & IIFL – Low cost, but service is a little poor. That's all free as well! Financial Aid Landscape. Phase 2: Forecast-based planning. - Hampton Roads Association for Financial Professionals Borrowing 101 A high level overview of why companies borrow and how they go about it. It is concerned with deciding in advance what is to be done in future, when, where and by whom it is to be done. Your browser does not support JavaScript or it is disabled. Be goal oriented and have clearly defined, 6. Shocked ya!Provides liquidity. Why? IPIN provided with 1st investment will give online access for future transactionsDistributor Mode:For new investor distributors change Rs 150 as feeYou further communications will be with mutual fund houseDistributors are supposed to be advisors and charge fee for same! The author does not claim intellectual property rights on any methodologies or pictures, however the presentation, as a document is the intellectual property of the author, AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India, Agenda – What to expect ?Finance is common sense. 400 per year5. Which MF should you go for?Invests in GoI and other bondsLow risk low returnsHighly liquid fundsEntry Modes: Direct Purchase, SIPTop Funds: Performance in these funds does not drastically change across housesBalanced investment between equity and debt (60%- 40%)Medium Risk, Medium ReturnsEntry Modes: Direct Purchase, SIP Top Funds: HDFC balance, HDFC Prudence etc.Invests in particular sector or follows a unique investment approachGenerally High RiskEntry Modes: Direct Purchase, SIP etc.Top Funds: ICICI FMCG Fund, Advisory series funds, UTI Infrastructure fund etc.Invests in equity (stocks)High risk, high returnsEntry Modes: ELSS, Direct Purchase, SIP etc.Top Funds: HDFC Equity, HDFC Top 200, Franklin India Blue-chip, DSP Blackrock equity etc. Not enough to just have the goal Apartments, Houses, Farms etc.EquityDebt/LiquidReal EstateMedium to HighLowHighHighLowHighRiskReturns Phase:! Monitor & ReassessLet ’ s understand these steps in detail…, I resources of the most step... 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