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Are you a Business Owner wanting to learn how to build an investment portfolio? Have you set your financial goals yet? If Not, Dhan Nu Vavetar will Help you to plan and achieve Those Financial Goals.

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basics of investment planning by dhan nu vavetar
BASICS OF

INVESTMENT PLANNING

BY DHAN NU VAVETAR

people usually think it is possible to fulfill

People usually think it is possible to fulfill all their aspirations and dreams only with High Salary or having family inheritance.

Being a Wealth Multiplication Company, we don’t think so.

Everyone can achieve their goals…

through strategic financial planning

THROUGH STRATEGIC

FINANCIAL PLANNING

what is financial planning

WHAT IS FINANCIAL PLANNING?

Financial planning is an ongoing process of accomplishing your financial goals by making optimum use of various investment options available. It requires a disciplined money management.

what is financial planning 1

WHAT IS FINANCIAL PLANNING?

Financial Planning is not only about money, it is about your life, about fulfilling your wishes, dreams, aspirations and your enjoyment in achieving them.

financial planning process formula
FINANCIAL PLANNING PROCESS FORMULA

CR + IO = FG

Current Resources (CR) I Investment Options (IO) I Financial Goals (FG)

the role of a financial planner
THE ROLE OF A FINANCIAL PLANNER
  • The Financial Planner begins with understanding your current financial circumstances.
  • He then makes a note of your financial goals and its priorities.
the role of a financial planner 1
THE ROLE OF A FINANCIAL PLANNER

The planner then recommends the right plan with a proper asset allocation, executes and implement the strategy on a constant basis.

the role of a financial planner 2

THE ROLE OF A FINANCIAL PLANNER

Think that’s all?

Let me tell you, that’s not all.

Backed with their knowledge and expertise they keep on reviewing the investments regularly.

the role of a financial planner 3

THE ROLE OF A FINANCIAL PLANNER

A Financial Planner helps you to rebalance your portfolio from time to time based on your changing life style and investment opportunities.

the financial pyramid
THE FINANCIAL PYRAMID
  • The Financial Pyramid is the most essential part of the Financial Planning process.
  • It is the only picture to help you understand the necessary steps to reach Financial Freedom.
investment choices
INVESTMENT CHOICES

INVESTMENTS

RISK FREE

ADEQUACY RISK

INSURANCE

FIXED DEPOSIT

EQUITY

MUTUAL FUND

POST OFFICE

PF

GOLD

COMMODITY

PPF

ULIP

two asset categories and it s characteristics

TWO ASSET CATEGORIES AND

IT’S CHARACTERISTICS

risk free investment these schemes offers

RISK-FREE INVESTMENT

  • These schemes offers guaranteed return with very low risk and liquidity, which varies from high to low.
  • The main purpose of these schemes is to provide a fixed regular earning and security.

HIGH-RISK INVESTMENT

  • These schemes offer high returns with low risk in long-term and high risk in short term.
  • Wealth creation is only possible through Risk Based Investment.
  • Among the asset categories, Equity has highest returns in case of long term investment.
visit d hannuvavetar com to master the language

VISIT DHANNUVAVETAR.COM TO MASTER THE LANGUAGE OF MONEY

OR GET IN TOUCH WITH THE EXPERT WEALTH MULTIPLIERS

1313-14-15, Ghanshyam Enclave, Near Laljipada Police Chowky, New Link Road,Kandivali (West), Mumbai – 400067. India.

+91-22 60125600 I +91-22 28684215