Which is the Correct Financial Planning?

By Mr. Sivakasi Manikandan, MD, AISMONEY

 

Which is the Correct Financial Planning?

My personal Financial Planning totally different 

First sit my prospect 3 Different time 

1. Proper appointments 

2. Fact finding 

3. Recommendations (depends on their taking risk attitude)

 

I will recommend my investments Style like this

 

Money and Life Protection..!

 

1.   Term life Insurance,

2.   Medical Insurance,

3.   Motor Insurance

4.    Loan Insurance

5.   Personal Accident Insurance

 

Investment - Risk Free Growth

 

1.   Fixed deposit – RD

2.   Recurring deposit – RD

3.    Public Provident Fund –PPF

4.    Life Insurance Endowment plan

 

Investment - Growth with medium Risk

 

1.   Equity Mutual Investment via SIP

2.   Equity Mutual Investment via  lumpsum

 

Investment - Growth with high Risk

 

1.   High Growth Shares

2.    Real Estate – Lands, House, flats, commercial buildings

 

Lastly Speculation (F&O/ Commodity)

 

But, whoever interest as I am charging my Consultation fees

They are happily giving it 

 

Most of my customers appreciated my presentation and education on Finance. Even most corporate CEOs - Finance & MBA professors & Students gave very good feeds. Most of them are my customers now

 

For More details and investment


Sivakasi Manikandan, MBA (F&M), [MBA, I & FP], 

FChFP, CIS, AMFI, CII (London)

Managing Director - AISMONEY

No. 21, MBT Road, (Opp) Indian Bank, Walajapet  - 632 513
Ranipet Dt. Tamil Nadu, India.

+ 91 98405 77675
+ 91 96777 66393  (Office)
 
support@aismoney.com

http://www.aismoney.com/

 

Share:

No comments:

Post a Comment

Popular Posts

Blog Archive

Recent Posts

Featured Post

Indian Mutual Fund Investors Folios are at all-time high at 22.08 Crores..!

Highlights AMFI Mutual Fund Industry Monthly Data for November 2024   Indian Mutual Fund Investors Folios are at all-time high at  22.08 Cro...