Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps...

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Transcript of Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps...

Page 1: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.
Page 2: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

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..

Page 3: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Financial Planning

Dharmesh C Timbadia, CFPCM

Page 4: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Financial Planning

Dharmesh C Timbadia, CFPCM

Page 5: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Retirement Planning?

Dharmesh C Timbadia, CFPCM

Page 6: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Why Retirement Planning???

Dharmesh C Timbadia, CFPCM

Page 7: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Questions People face…

Dharmesh C Timbadia, CFPCM

Page 8: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Wealth Creation

Dharmesh C Timbadia, CFPCM

Page 9: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Principles of Building Wealth

Dharmesh C Timbadia, CFPCM

Page 10: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

The Simplified Maze……

Dharmesh C Timbadia, CFPCM

Page 11: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Challenges

Dharmesh C Timbadia, CFPCM

Page 12: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

The Simplified Maze……

Dharmesh C Timbadia, CFPCM

Page 13: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Case Study - Inflation

Dharmesh C Timbadia, CFPCM

Page 14: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

FP and Investment Planning

Dharmesh C Timbadia, CFPCM

Page 15: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Asset Classes

Dharmesh C Timbadia, CFPCM

Page 16: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

FP and Insurance Planning

Dharmesh C Timbadia, CFPCM

Page 17: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Human Life Value

Dharmesh C Timbadia, CFPCM

Page 18: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Calculation..

Dharmesh C Timbadia, CFPCM

Page 19: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Types of Plans..

Dharmesh C Timbadia, CFPCM

Page 20: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

TAX Planning and FP

Dharmesh C Timbadia, CFPCM

Page 21: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

I want to Buy a Car

Dharmesh C Timbadia, CFPCM

Page 22: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Cost of Ownership

Dharmesh C Timbadia, CFPCM

Page 23: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Force Theory of Money

Dharmesh C Timbadia, CFPCM

Page 24: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

What is Better??

Dharmesh C Timbadia, CFPCM

Page 25: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Retire at 60!!

Dharmesh C Timbadia, CFPCM

Page 26: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Retire at 50!!

Dharmesh C Timbadia, CFPCM

Page 27: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

Retire at 65!!

Dharmesh C Timbadia, CFPCM

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Dharmesh C Timbadia, CFPCM

Page 29: Financial Planning Dharmesh C Timbadia, CFP CM A continuous process through which a planner helps his client to achieve his life goals These goals may.

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 , [email protected]