Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

Portfolio Management

Property

Banks

Gold

Stock/Shares

Family

Wife

3 Children 3,5,8

Mr. A is a Successful Business Man

Business Asset Value 10 M

Investment Portfolio value 8 M

Business

Fixed Income

Rs. 75000 Per Month

Home

VISION-MISSION-VALUES

DesignationMarital StatusDependents

LiabilitiesMonthly expensesParents supportChildren basic educationLoans

IncomeOther source of income

DesignationMarital StatusDependents

Liabilities & financial PrioritiesMonthly expensesParents supportChildren higher educationChildren marriageHome buildingLoansPension

IncomeOther source of income

Present After 10 years

DesignationMarital StatusDependents

IncomeOther source of income

LiabilitiesMonthly expensesParents supportSisters Marriages

SavingsAssetsLife Boats

Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

SavingsAssetsLife Boats

SavingsAssetsLife Boats

Before 10 Years

VISION-MISSION-VALUES

Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

TITANIC

•Active involvement of the actuarial profession

•In an evolving market actuaries have to be broad based business professionals and cannot confine themselves in “specialization” silos

•Critical role for the actuarial profession to act as a bridge between the industry and the regulator

•More communication and interaction between regional actuaries bodies

Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534

What is important to You?

YOUR FINANCIAL PRIORITIES & OBJECTIVES

Building capital through regular saving

Financial Security for family in the event of your death

Financial security in the event of critical illness

Providing retirement income

Planning for school fees and education for your children

Planning for your children ‘s wedding

Others

What do you want out of life?

• What matters most to you?– More time with family,– Financial security,– Peace of mind,– Independence.

• What will money do for you?– Travel, vacation plans, – Lifestyle in retirement,– Eliminate debt,– Children's education.

Shabbeer Hussain, Financial Services Professionals, Ph: 021 8695075, 0321 2797881, 0322 3557534