Operate your household on a monthly and, 5. Read more, A beginner presentation on financial planning, Copy and paste the code below into your blog post or website, Published April 13, 2013 under Whether your application is business, how-to, education, medicine, school, church, sales, marketing, online training or just for fun, PowerShow.com is a great resource. Financial Planning ... Financial Planning presentation jhumur_sinha. The longer the duration, the better it isFactors to keep in mind while choosing a fund: Past performance (only an indicator), Fund age, Fund Manager, Expense Ratio, Portfolio Turnover, Fund Strategy, Benchmark performance, competitor funds etc. Direct Option or Dividend Option? Please enable JavaScript in order to play this slideshow. Plus—you’ll gain tips and resources to keep you one step ahead. But value add is minimal, majority of their agents basically distribute applications and have minimal understanding of productsGrowth Option vs. Dividend OptionDirect Purchase vs. Download the workshop presentation slides for your Financial Basics workshop. Financial Planning Process Step 5: Implement the Plan . Retirement planning is a long-term savings process to prepare for the day you are no … )Always do your own research before you commit into any investmentsDespite these cautions, investing in a good financial planner is worth it and can help you avoid attending such boring presentations! Financial Planning. But use the new mantra!Monthly Income = 75,00010,000Monthly Expenses30,00035,000EMI or Fun ExpensesInvestible SurplusMonthly OutflowMonthly Income = 75,0008,000Monthly Expenses(28,000)39,000EMI or Fun ExpensesRequired InvestmentsMonthly OutflowOld Mantra I – E = I* New Mantra I – I* = E I – Income, E = Expenditure, I* = InvestmentsSource: Funds IndiaIllustrative, Fixed Deposits (Banks & Corporate)Liquid & Debt FundsFixed Income FundsGOI BondsPPFNon ULIP InsuranceIV. Loan Basics. They are all artistically enhanced with visually stunning color, shadow and lighting effects. - GOVERNMENTAL ACCOUNTING, AUDITING AND FINANCIAL REPORTING Larry Finney JUNE, 2014 THE STATISTICAL SECTION Unaudited! So sit back relax and enjoy!Introduction to various financial products in India: how do they work? 1-5 years. Some myths & pitfalls!Basics of Financial Planning: Introduction to the concept with an illustration. Needs in life change with Time and so does their cost!Dude, Mr. XMr and Would be Mrs XMr, Mrs & Jr XMr. For MFs = equity based fundsAgain, invest time in some research, understand the fund strategy. The fund house is generous!Recent performances are the benchmarks!SIPs score over lump sum investingInvesting in n number of funds reduces risk!No entry load & no exit load! Higher interest rates than banks? Hospital. Income and Expenses Pie Chart. As you approach a retirement age or close to the goal post, move from equity to debtNote: This a generic recommendation or Norm. It is concerned with deciding in advance what is to be done in future, when, where and by whom it is to be done. - Railcar 101 The Basics of Railcars: Car Types, Components and Rules Overview and Basics Ken Henman The Cost of Railcar Maintenance *According to the Surface ... - Agenda. - Title: Divorce 101 What to Know Before you Go Last modified by: Christine Bussell Document presentation format: Custom Other titles: Cochin ProN W3 ... Board Member 101 The Basics of Great Boardsmanship What. 4 The Financial Planning Process 5 Step 1 – Assess your financial situation 6 Step 2 – Create a budget 8 Step 3 – Set your financial goals 11 Step 4 – Know your risk tolerance 17 Step 5 – Work out and implement a basic financial plan 20 Step 6 – Regularly review and adjust your financial plan 28 SlideOnline is an easy way to instantly publish presentations online and share on all popular social websites. - Put your risk adjuster’s hat on and learn the basics of risk adjustment coding. Delinquency, Default, & Collections. - Facilities 101 Planning for and paying for your charter school facility Kathleen Padian New Orleans School Facility Project www.nosfp.org New Orleans School Facility ... - Title: Surety Bonds 101: The Basics of Bonding Author: Surety Information Office Last modified by: test Created Date: 9/25/1998 8:02:36 PM Document presentation format. Distributor Mode?Direct Option: The profits made by the mutual funds are retained in the fund and NAV growth reflects profits. Phase 1: Basic financial planning. Free Presentations in PowerPoint format. Progamming, Published April 13, 2013 in PowerPoint is the world's most popular presentation software which can let you create professional Financial Planning powerpoint presentation easily and in no time. ULIP strips almost 10-12% of your investment as chargesPremium Allocation ChargeFund Management ChargeAdministration ChargeMortality Charge, To ULIP or Not to ULIP?Pure term Insurance. AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India Protection Investments, Key components of financial planningCovered in the later half of the presentationLet’s understand this Financial Protection in more detail, Contingency Fund should ideally support your living for at least 6 months, in case of emergencies1st Level Contingency FundFunds that are 100% liquid and available for immediate consumption. Do you have PowerPoint slides to share? Fund value can drop before investor decides to cash outDividend Option:Fund houses distribute profits to investors by declaring dividendsNAV falls to the extent of declared dividend! Nikki will highlight what you need to know to ensure that you’re up to speed on risk adjustment coding. They'll give your presentations a professional, memorable appearance - the kind of sophisticated look that today's audiences expect. FINANCIAL PLANNING FOR STARTUPS Tom Schryver, CFA Visi3ng Lecturer, Johnson Graduate School of Management Execu3ve Director, Center for Regional Economic Advancement Cornell University 2. !5-10%10 - 12% Charges80%What are these charges? You don't, however, need to be a financial planning expert to have a firm grasp on what each of these concepts means and how they impact you. Which MF should you go for?Invests in GoI and other bondsLow risk low returnsHighly liquid fundsEntry Modes: Direct Purchase, SIPTop Funds: Performance in these funds does not drastically change across housesBalanced investment between equity and debt (60%- 40%)Medium Risk, Medium ReturnsEntry Modes: Direct Purchase, SIP Top Funds: HDFC balance, HDFC Prudence etc.Invests in particular sector or follows a unique investment approachGenerally High RiskEntry Modes: Direct Purchase, SIP etc.Top Funds: ICICI FMCG Fund, Advisory series funds, UTI Infrastructure fund etc.Invests in equity (stocks)High risk, high returnsEntry Modes: ELSS, Direct Purchase, SIP etc.Top Funds: HDFC Equity, HDFC Top 200, Franklin India Blue-chip, DSP Blackrock equity etc. - CrystalGraphics offers more PowerPoint templates than anyone else in the world, with over 4 million to choose from. Why? 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