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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

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

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

financialcircumstances.

He then makes a note of your

financialgoals 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

implement

the

constant basis.

and

strategy

on

a

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

regularly.

investments

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

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 dhannuvavetar 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