Financial Planning

Dharmesh C Timbadia, CFPCM

A continuous process through which a planner helps his client to achieve his life goalsThese goals may be:•Retirement Planning•Children Education•Tax Planning•Liability Management•Insurance needs & Analysis, etc..

Financial Planning

Dharmesh C Timbadia, CFPCM

Financial Planning

Dharmesh C Timbadia, CFPCM

Retirement Planning?

Dharmesh C Timbadia, CFPCM

Why Retirement Planning???

Dharmesh C Timbadia, CFPCM

Questions People face…

Dharmesh C Timbadia, CFPCM

Wealth Creation

Dharmesh C Timbadia, CFPCM

Principles of Building Wealth

Dharmesh C Timbadia, CFPCM

The Simplified Maze……

Dharmesh C Timbadia, CFPCM

Challenges

Dharmesh C Timbadia, CFPCM

The Simplified Maze……

Dharmesh C Timbadia, CFPCM

Case Study - Inflation

Dharmesh C Timbadia, CFPCM

FP and Investment Planning

Dharmesh C Timbadia, CFPCM

Asset Classes

Dharmesh C Timbadia, CFPCM

FP and Insurance Planning

Dharmesh C Timbadia, CFPCM

Human Life Value

Dharmesh C Timbadia, CFPCM

Calculation..

Dharmesh C Timbadia, CFPCM

Types of Plans..

Dharmesh C Timbadia, CFPCM

TAX Planning and FP

Dharmesh C Timbadia, CFPCM

I want to Buy a Car

Dharmesh C Timbadia, CFPCM

Cost of Ownership

Dharmesh C Timbadia, CFPCM

Force Theory of Money

Dharmesh C Timbadia, CFPCM

What is Better??

Dharmesh C Timbadia, CFPCM

Retire at 60!!

Dharmesh C Timbadia, CFPCM

Retire at 50!!

Dharmesh C Timbadia, CFPCM

Retire at 65!!

Dharmesh C Timbadia, CFPCM

Dharmesh C Timbadia, CFPCM

Website to Visit

Dharmesh C Timbadia, CFPCM

For Financial Awareness:www.moneycontrol.comwww.njfundz.comwww.bseindia.com

For Financial Planning:Dharmesh C TimbadiaCERTIFIED FINANCIAL PLANNER CM

(M/s. Parshwa Consultancy)9321149200 / 9822149200.www.parshwaconsultancy.njfundz.comdharmeshCFP@gmail.com , dctimbadia@yahoo.com