Goal

Views:
 
     
 

Presentation Description

http://strategic-growth.in/

Comments

Presentation Transcript

Goal Base Advice: 

Goal Base Advice

Goal you may have in life: 

Goal you may have in life Plan your Dream Holiday Want to purchase Favorite Car Plan to purchase own Home after 5 year Retire with peace Plan for Child Marriage Plan for Child Education

Goal Base Advice: 

Goal Base Advice Set Your Goal and we will help you to achieve Your Goal may be :- Dream Home – 30 Lakh after 3 year Retirement need -1.2 Cr after 20 year Favorite Car – 6 Lakh after 5 year Child’s Marriage – 10 Lakh after 6 year Dream Holiday – 1 Lakh every year

Wealth can be made: 

Wealth can be made What is average age when one start earning ? 25 Year What is average retirement age ? 58 Year What is average income of middle class family per month? 20000 Rs /- How much one can save regularly per month ? 5000 Rs /- If you save 5000 Rs /- per month what will be wealth on his retirement ? 1.46 Crore considering 10 % return

Wealth can be made Through: 

Wealth can be made Through Start Investing Early Invest Regularly – Small or big amount Save in right asset class Keep track of Return on Investment Diversify your investment If confused take help of Financial advisor

Start Investing Early: 

Start Investing Early Mr. X Mr. Y Starting Age of Saving 25 35 Monthly Saving Rs.5,000/- Rs.10,000 Saving Till Age of 58 Year 33 Years 23 Years Total Principal Invested 19.8 Lakh 41.44 Lakh Return on Investment 10% 1.46 Cr 1 Cr If Mr.X if he invest 5000 Rs/- per month in asset class which provide 10% Return he can make wealth of 1.46 Cr Mr.Y although invest 10000 Rs/- per month (Double amount after 10 Year) he can make wealth of 1 Cr

Invest Regularly : 

Invest Regularly You Earn Regularly… You Spend Regularly… Do You Invest Regularly? Benefits of Investing Regularly Inculcate financial discipline Average out your cost of investment and hence reduce your risk Helps in compounding your wealth Create Wealth = Start Early + Invest Regularly + Right Asset class

Goal Achievement: 

Goal Achievement We can direct your savings to achieve your financial goals, the way you wish Invest Regularly + Right Asset class + Sufficient Time + Track ROI = Goal Achievement

Thank You