![Page 1: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/1.jpg)
LLamp amp IInsurancensurance && FFinanceinance EExpertsxperts
10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax: 91 22 22660410
Email: [email protected] / [email protected]
Financial Planning
![Page 2: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/2.jpg)
Your goals are unlimited…
![Page 3: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/3.jpg)
… But money is limited
![Page 4: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/4.jpg)
We all know what we want in life..
But we don’t know how to achieve them…
![Page 5: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/5.jpg)
5
All of us work very hard for our money (Hard Worker)
Does our money workjust as hard for us ???
(Smart Worker)
BUT
![Page 6: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/6.jpg)
6
Confused ??
What to do ??
Where to go ??
Whom to talk ??
Who can guide you to achieve all your goals ??
![Page 7: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/7.jpg)
The answer to all this is …
Your Personal Financial Planner
7
![Page 8: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/8.jpg)
But how can a personal financial planner help me ???
8
![Page 9: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/9.jpg)
A personal financial planner will help you to..
Draw a budget for all your household expenses
Prepare your net worth statement
Advice you on all loan and credit related queries
Advice you on how and where to invest for all your goals
Help you prioritize all your goals and align them to your savings
Credit & loan counseling, debt management
9
![Page 10: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/10.jpg)
Which is the best time to prepare a financial plan for myself and my
family ???
10
![Page 11: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/11.jpg)
11
The best time is NOW …
![Page 12: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/12.jpg)
Inflation rate – 10%
Average salary growth rate – 8%
Take control of your finances before it is too late
12
![Page 13: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/13.jpg)
It’s time you get a financial friend, philosopher and
guide…
… who can help you plan you finances.13
![Page 14: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/14.jpg)
The art is not in making money, but in managing it
Perhaps this is truer now than it was any time earlier in your life
14
![Page 15: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/15.jpg)
15
L.I.F.E. Financial Planning Process
![Page 16: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/16.jpg)
ADD PHOTO 16
Our Chief Financial Planner
Abhishek Kumar Singh is a Certified Financial Planner(CFP) with more than 5 years of experience in the field of product research and financial planning. He has completed his graduation from University of Calcutta with Honours in Economics. He has also done his postgraduate diploma in financial advising from IIBF, Mumbai.
He has worked extensively on research for mutual funds, loans and insurance products in the arena of personal finance. In his previous assignment, he was working as Head – Research & Financial Planning with Apnapaisa Pvt. Ltd. where he was heading a team of financial planners and research analysts. He is a regular columnist in various newspaper and financial websites in India. He is also a visiting faculty in various institutes in Mumbai for training students for CFP certification.
![Page 17: Lamp Insurance & Finance Experts Lamp Insurance & Finance Experts 10, Bombay Mutual Bldg, Sir P.M Road, Fort. Mumbai-400001, Tel: 91 22 22660131/ Fax:](https://reader035.vdocuments.site/reader035/viewer/2022062304/56649f4e5503460f94c6eccd/html5/thumbnails/17.jpg)
17
Thank you !!!