IIFA

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IIFA : 

IIFA Presented by:- Romil Lakhani Fincare Services From Wealth to Joy, We Bridge the Gap CFP (USA)

Slide 2: 

Financial Planning –A Roadmap to IIFA IIFA Agenda IIFA Direction – “Bachat Nivesh Badhat” Visualizing your vision Concept Communication – IIFA Branding Ideas, Not Products. Reinforcing your Queries – Q and A Dealing your queries, Drafting your lifestyles. Phase 4 From Wealth to Joy, We Bridge the Gap

Financial Planning : 

Financial Planning Where are you today? What is your current financial situation? Where do you want to get to? What is your vision of your future financial situation? Will you be able to get there? How do you plan to achieve your vision? From Wealth to Joy, We Bridge the Gap

Have you ever wondered? : 

Have you ever wondered? From Wealth to Joy, We Bridge the Gap

Slide 5: 

From Wealth to Joy, We Bridge the Gap

Slide 6: 

Medical Emergency ? Financial crisis ? Unemployed ? Bankruptcy ? From Wealth to Joy, We Bridge the Gap

IIFA : 

IIFA Branding Ideas, Not Products. From Wealth to Joy, We Bridge the Gap

IIFA : 

IIFA Branding Ideas, Not Products. From Wealth to Joy, We Bridge the Gap

Slide 9: 

From Wealth to Joy, We Bridge the Gap

Slide 10: 

Total Investment goes Rs. 12 lac. From Wealth to Joy, We Bridge the Gap

Slide 12: 

&

Reinforcing your Queries – Q and A : 

Reinforcing your Queries – Q and A From Wealth to Joy, We Bridge the Gap

Slide 14: 

Fincare Services Wealth Managers Office : Plot No.286, Sanjivani Soc., Jawahar Rd, Pant nagar, Ghatkopar (E), Mumbai - 400 075. Ph. : (M) 98200 44651 (Tele/fax) 21022712 / 21022227 Email : pradeep.lakhani@fincareservices.com romil.lakhani@fincareservices.com Website : www.fincareservices.com

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