Business plan templates offer step-by-step instructions and prefabricated slides for your executive summary, company overview, financial plan, and more. - Put your risk adjuster’s hat on and learn the basics of risk adjustment coding. English Español Português OR get a Financial Planner to do it for you!Equity StocksMutual FundsETFsGold (not quite)ULIPsAnything under the Sun if you want to buy! To view this presentation, you'll need to allow Flash. Higher sum assured at lower premiums.SIP or MF investments where fund managers does not have interest in squeezing charges as high as 10%Issued in public interest by akosha.com. Understand your current net worth in detailNet WorthIdentify the Risks & gaps. 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. No! In basic terms, there are three areas to consider: retirement planning, emergency savings, and insurance. Introduction to Financial Planning Harsha Prakash N 25 March 2013 Disclaimer: This document is a presentation prepared based on knowledge assimilated from various sources. Let’s break some Mutual Fund Myths & get some free advice!MythsA fund with a net asset value (NAV) of Rs 10 is cheaper and so, more attractive than a fund whose NAV is Rs 50. Make money on dividends and big market swings. This free finance PPT template has a finance report with a hand drawn chart and sketch. Only few of them declare credit ratings (risk). !5-10%10 - 12% Charges80%What are these charges? Financial Analysis, Planning and Forecasting Theory and Application, - Financial Analysis, Planning and Forecasting Theory and Application Chapter 22 Long-Range Financial Planning A Linear-Programming Modeling Approach, Presentation to: UBS Global Financial Services Conference, - Banco Ita Holding Financeira S.A. Mini-module 3 describes how to work with financial Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica. 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! We are MBAs after all Don’t Invest in Products you don’t understand (especially ULIPs) , even if it’s a babe selling it! All slide content and descriptions are owned by their creators. As you approach a retirement age or close to the goal post, move from equity to debtNote: This a generic recommendation or Norm. Long-term - over 5 years. PPT – FINANCIAL PLANNING 101 The Basics: PowerPoint presentation | free to download - id: 46c4cf-MWNhY, The Adobe Flash plugin is needed to view this content. Their parents did not provide economic, 6. 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. View and Download PowerPoint Presentations on Fundamentals Of Financial Management PPT. PowerShow.com is a leading presentation/slideshow sharing website. Personal Finance (many) – overheads are powerpoints. Personal financial planning ppt sinhaarvind. Although you have the plan developed, it takes discipline and desire to put it into action. Split up of your investments between debt and equity depends on your risk apetitieInvestments in equity should decrease with age of the investor. Yes you heard me right, not march but April! Business Plan Powerpoint 1 haleydawn. Answer was a shocker! Identify your immediate, medium and long term goalsIllustrative, III. Short-Term - Less than a year. But as simple as this sounds, many people find that implementation is the most difficult step in financial planning. 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. They are all artistically enhanced with visually stunning color, shadow and lighting effects. Mutual Funds? Old XBooksBikesBabesBoozeGiftsVacationsWedding etc.House & CarEducation & WeddingsHealthcareMonthly PensionHealthcareLump sum savingsIf you do not create wealth, you would not be able to afford your future needs! Before investing in any state's 529 plan, investors should consult a tax advisor. Download Financial Plan PowerPoint templates (ppt) and Google Slides themes to create awesome presentations. Due to higher risks. Financial Planning – Financial Planning STEPS. Progamming, Introduction to Financial PlanningHarsha Prakash N25 March 2013Disclaimer: This document is a presentation prepared based on knowledge assimilated from various sources. Inflation has been assumed to be 6%.Illustrative, III. - Partially Self Funded - 101 The Basics February 2009 Brown and Brown of Texas 10700 North Freeway, Suite 300, Houston, Texas 77037 (281) 260-2000 Types of Funding ... Middleware Planning and Deployment 101: Setting the Stage, - Middleware Planning and Deployment 101: Setting the Stage Keith Hazelton, University of Wisconsin-Madison/Internet2 Renee Woodten Frost, Internet2/University of Michigan, Family Medicine, Emory University School of, Learn how to get started with basic financial, 2. Repayment Plans. Loan Basics. Emergency fund should not be placed in equity instruments as principal can be eroded, Protection – Life Insurance protects your family in your absence; Health insurances covers for medical expenses!It is better to replace endowments with Term Plan + PPF Combo and ULIPs with MF and Term Plan Combo, AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India Protection Investments – Low Risk Investments, Comparison of Low Risk Investment Options, AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India Protection Investments – High Risk Investments, Direct EquitiesDirect investment in stocks, F & O etc.Day Trading and Portfolio BuildingHigh risk & volatility; needs good understanding of markets (Technical & fundamental analysis) to make good returnsIt’s exciting. 400 per year5. Yeppieyayay! Some myths & pitfalls!Basics of Financial Planning: Introduction to the concept with an illustration. Many of them are also animated. 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. Be goal oriented and have clearly defined, 6. Find PowerPoint Presentations and Slides using the power of XPowerPoint.com, find free presentations research about Fundamentals Of Financial Management PPT 1-5 years. Financial Planning: The Ties That Bind It is concerned with deciding in advance what is to be done in future, when, where and by whom it is to be done. Registration for this 3-part Microsoft Powerpoint 2016, Basic course is now available. Direct Purchase vs. Income and Expenses Pie Chart. Do you have PowerPoint slides to share? Investors make profit by selling MFs at higher NAVInvestor would need to wait for high NAVs. Planning is the first managerial function to be performed. Tips to help navigate ... - Taxes: Start Your Money Plan Here Brought to you by 360 Degrees of Financial Literacy and America's CPA Financial Planners Take Charge: Your Money. It's FREE! Invests in equity (stocks) ~90% equityHigh risk, high returnsEntry Modes: ELSS, Direct Purchase, SIPTop Funds: HDFC Equity, HDFC Top 200, Franklin India Blue-chip, DSP Blackrock equity etc.There are more than 1000 MF schemes in India? Basic financial planning Virginia Medicaid other areas of management: retirement planning, emergency Savings, and,... Funds it is disabled these steps in detail…, I immediate, medium long... The Risks & gaps to you as a business owner, it takes discipline desire. Revenues and expenses is a free finance PPT Template has a finance report with a hand drawn chart diagram. 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