Loan Servicers. Its anything but earth shattering. Basics of Startup Financial Planning 1. Be careful in choosing a financial planner!Hire a fee-based financial planner, not one who charges a percentage of your portfolioChoose a financial planner who has NO vested interest in selling select products to you (There are few noted financial planning firms in India that act as distributors for ULIPs, endowment plans, mutual funds etc. Get the inside scoop on all things risk adjustment— Join Nikki Taylor, MBA, CPC®, COC™, CPMA®, CRC™, AAPC Fellow as she explores the hot topic of risk adjustment coding including HCC, data sources, financial impact, and more. If you have doubts, read the statement again & again!Every financial product has a downside or risk. It's FREE! 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. Or use it to create really cool photo slideshows - with 2D and 3D transitions, animation, and your choice of music - that you can share with your Facebook friends or Google+ circles. Phase 2: Forecast-based planning. If you are not adequately insured, increase your coverIllustrative, II. It’s not enough to just have the goal, but to be sure and figure out a plan for attaining the goal. The author does not claim intellectual property rights on any methodologies or pictures, however the presentation, as a document is the intellectual property of the author, AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India, Agenda – What to expect ?Finance is common sense. )Economic (inflation, price rises)PLANNING for future expenditures & COVERING risks is the answer for a happy tomorrow!How does one ensure financial security for the future for self and dependants in light of these uncertainties? Free + Easy to edit + Professional + Lots backgrounds. Financial management is interdependent with other areas of management. Make money on dividends and big market swings. Our new CrystalGraphics Chart and Diagram Slides for PowerPoint is a collection of over 1000 impressively designed data-driven chart and editable diagram s guaranteed to impress any audience. As you approach a retirement age or close to the goal post, move from equity to debtNote: This a generic recommendation or Norm. 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. Some myths & pitfalls!Basics of Financial Planning: Introduction to the concept with an illustration. Steffanie & Jan Hospitals Presentation PPTX. It is concerned with deciding in advance what is to be done in future, when, where and by whom it ... Railcar 101 The Basics of Railcars: Car Types, Components and Rules. Intermediate-term . Set Financial GoalsIII. Due to higher risks. - Hampton Roads Association for Financial Professionals Borrowing 101 A high level overview of why companies borrow and how they go about it. Be goal oriented and have clearly defined, 6. Planning is the first managerial function to be performed. The PowerPoint PPT presentation: "Basics of Personal Financial Planning" is the property of its rightful owner. Please enable JavaScript in order to play this slideshow. Direct Option or Dividend Option? Find PowerPoint Presentations and Slides using the power of XPowerPoint.com, find free presentations research about Fundamentals Of Financial Management PPT It is a process of thinking before doing. Foundation Defined A foundation is a not-for-profit ... RESEARCH TOOLS, TIPS, AND RESOURCES FOR FINANCIAL AID ADMINISTRATORS, - RESEARCH TOOLS, TIPS, AND RESOURCES FOR FINANCIAL AID ADMINISTRATORS PRESENTERS Mary Ann Coughlin, Springfield College, MA Bonnie Joerschke, Purdue University, IN. Life spices up your pursuit of needs & wants with some nasty uncertaintiesUncertainties in LifePersonal Health (Critical Illness, Death, Disability)Professional (Job losses etc. 1-5 years. Finance Plan PowerPoint Template is a free finance PowerPoint background that you can download for finance planning and presentations. We are MBAs after all  Don’t Invest in Products you don’t understand (especially ULIPs) , even if it’s a babe selling it! - Medicaid 101- The Basics. The longer the duration, the better it isFactors to keep in mind while choosing a fund: Past performance (only an indicator), Fund age, Fund Manager, Expense Ratio, Portfolio Turnover, Fund Strategy, Benchmark performance, competitor funds etc. AgendaIntroduction to Financial PlanningUnderstanding Financial Products in India Protection Investments, Key components of financial planningCovered in the later half of the presentationLet’s understand this Financial Protection in more detail, Contingency Fund should ideally support your living for at least 6 months, in case of emergencies1st Level Contingency FundFunds that are 100% liquid and available for immediate consumption. !5-10%10 - 12% Charges80%What are these charges? No entry loads. Management SoftwarePerfios – good and Cheap % Dividend on my investment, wow borrow and how go. And share on all popular social websites tax advisor, ask yourself the following four this slideshow a... 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