please go through these slides and answer questions
TRANSCRIPT
PLEASE GO THROUGH THESE SLIDES AND
ANSWER QUESTIONS
ARE YOU READY!
REQUEST YOU TO BE SINCERE
DO YOU HAVE SUFFICIENT CASH
BALANCE [Contingency Fund]
IN YOUR LIQUID OR SB ACCOUNT?
A. TO MEET 6 MONTHS FAMILY EXPENSES LIKE FEES, MEDICINES, PROVISIONS,RENT,BILLS ETC,.INCASE OF JOB/BUSINESS LOSS/CHANGEOVER.
B. TO MEET ANY MEDICAL CONTINGENCY LIKE SUDDEN SICKNESS, ACCIDENTAL TREATMENT ETC,. [PLEASE DO NOT CONSIDER CREDIT CARD]
YES / NO
YOUR INSURANCE SUM ASSURE COVERAGE IS
SUFFICIENT ENOUGH TO COVER THE LOAN LIABILITIES LIKE HOUSING , CAR, CHILD’S EDUCATION ETC,.IN YOUR ABSENCE?
YES/NO
Sufficient enough to give the current standard of life to your kith and kin even if you are not around?
In case bread winner of the family is disabled
Temporarily due to any
accident or sickness.
Then is there anybody to compensate for the loss of income?
YES/ NO
Permanently due to any accident or Critical illness?
IN CASE THERE IS A CRITICAL ILLNESS OR AN ACCIDENT IN THE
FAMILY
DO YOU HAVE BIG BANK BALANCE TO PAY BILLS?
Or do you prefer some one else pay for those huge emergency medical bills and you take care of the family member without bothering to arrange for huge money?
YES/NO
DO YOU PREFER TO ERODE YOUR SAVING?
Would you like to sacrifice future standard of life or pay the medical bills now,. Out of two which do you prefer?
YES / NO
IN CASE IF THERE IS AN UNINTENTIONAL ERRORYES/NO
If you are a professional , is your professional liability covered?
Are your investments PORTFOLIO
FOCUSSED ON TAX SAVINGS ONLY?
YES / NO
OR ARE THEY CREATING WEALTH TOO?
Is your savings/Investments giving you returns aligned with your
financial goal achievement time frame or crawling at Snail’s pace?
Are they generating inflation beaten returns and tax efficient also?
YES / NO
Do you have sufficient money
To retire rich YES/NO
Or depend on children to maintain life after retirement?
YES/NO
Can you maintain current life style even during non earning years of your life?
YES / NO
If not who will support
?
Is NO then your financial health
needs an urgent check
If any of your answer to the above questions
AT
IMMEDIATELY CONTACT THE FINANCE DOCTOR
SRIKANTH V KULKARNI
MONEY TREE # 2, VANAJAKSHI COMPLEX, KATRIGUPPA MAIN ROAD, B S K 3RD STAGE, BANGALORE-560 085 PH OFF-080-26695760 MOB-98863
27711. MAIL ID: [email protected]
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UNDERSTANDING OF DISBLAIMERS