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What is Financial
Planning?
Financial planning is the process of achieving
your life goals by using different investment
options with your current resources through
proper and disciplined money management.
Financial Planning is not only about money, but
it is all about life, about fulfilling your wishes,
dreams, aspirations and your enjoyment in
achieving them.
Insurance Protection:
3. Investment property
It is a real estate property that has been purchased with the intention of earning a return
on the investment (purchase), either through rent (income), the future resale of the
property, or both.
8 Things to Be Kept In Mind before Buying a House: Conduct your own Survey
Find out the current market rates
Make your own Budget
Security
Check on the surrounding infrastructure
Keep an eye for hidden costs
Check on the property
In Conclusion
As an investor, you must understand your short term and long term goals
to achieve your financial goals.
By thoughtfully analysing your cash flow and net worth, you can manage
your spending to make the most of the money for future. Understanding
how money moves through your personal financial system right now can
help you cut back on waste, and help you create a realistic financial plan
that can help you walk the path to financial freedom.
Most importantly, you should periodically review your profile & make
changes according to your risk appetite and investment horizon.
Hence, choosing the right investment will determine how much you can
get for your financial goals.
Thank you
Disclaimer
This slide has been prepared for information sharing. Our views are
only for reading purpose and it should not be taken as an investment
advice. The readers are requested to make their own research and take
professional advice from a Financial Planner to make the best financial
plan.